Skill: Lender Research & Outreach Skill · OpenClaw Install & Support

Skill: Lender Research & Outreach Skill

What It Does

Researches local lenders for a real estate deal, finds commercial lending contacts via LinkedIn, and executes outreach campaigns.

Step-by-Step Workflow

Step 1: Gather Deal Parameters

• Ask the user for: property location, lot count, deal name

• MUST ask for spreadsheet URL - never assume which spreadsheet to use

Step 2: Research Lenders via Google Places API

• Search "banks near [location]", "credit unions near [location]", "community banks near [location]"

• Categorize results (Community Bank, Regional, National, Credit Union)

• Cross-reference existing spreadsheet to avoid duplicates

• Only add new banks; update "Deal" column for existing banks that serve the area

Step 3: Research Commercial Lending Websites

• Find each bank's commercial lending page (usually under Business → Loans)

• Add URL to spreadsheet Website column

• Extract any contacts (names, phones, emails) from "Meet Our Team" or "Contact Us" sections

• Add contacts to Contacts tab with Source = "Bank Website"

Step 4: Find LinkedIn Contacts via Apify

• Run Google search via Apify: "[Bank] commercial lending officer [STATE] site:linkedin.com/in"

• Score contacts by title relevance:

• A-tier: VP, SVP, Chief Lending Officer

• B-tier: Commercial RM, Lending Specialist

• C-tier: Branch Manager

Step 5: Update Spreadsheet

• NEVER overwrite existing data - only add new rows or fill empty cells

• Financing Leads tab: banks with addresses, types, status

• Contacts tab: names, titles, emails, phones, LinkedIn URLs, quality scores

• Highlight top-priority contacts in yellow

Step 6: LinkedIn Outreach via Browser

• Log into LinkedIn

• Send connection requests with 10-15 second delays

• Use personalized notes for top 2-3 contacts (LinkedIn limits ~3-5/month)

• Template: "Hi [NAME], I'm a MHP investor looking for financing on a small [LOT_COUNT]-lot park [LOCATION_DESCRIPTION]..."

Step 7: Extract Contact Info

• Check profiles for public contact info (About section, Contact Info overlay)

• Update spreadsheet with any emails/phones found

• Note: Most contact details require accepted connection to view

Critical Rules (enforced throughout)

1. Always ask for spreadsheet URL

2. Never overwrite existing data

3. Cross-reference before adding duplicates

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Skill is clean and ready to use. 👍

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