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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)
Use Case: Tenant Screening
Tenant screening is one of the most important parts of real estate investment. Oftentimes, we receive a bunch of jumbled documents with very little context. Even using RentManager to have our tenants fill out their applications, it's sometimes a process to get those applications into a go/no-go status. I've started using OpenClaw to compile these documents, rename them, put them in the right folders, and develop a risk analysis for each prospective tenant.
Use Case: Tenant Screening
Individual thread
Don't know if anyone has posted this already or not. Don't have one continuous convo on telegram with your bot. Break topics into their own threads.
Can i create a agent as a agent builder?
So ive been having alot of though regarding how to set up my openclaw and my different agents. My conclusion has been that i should have one agent per specific use-case or topic. Ive seen many people slowly building out org charts for their agents, and slowly growing and adapting agents one by one. And i also think thats the way to go to not be overwhelmed, and also to be able to build agents with real value. So what i would LOVE to see is how i can build a specific agent that cares for and monitors sequcity risks and one specific agent builder (Agent). Ive truly seen how powerfull this tool is, but having a specific agent that can (1. Scan the web for safe and practical agents i can build out, 2. Keep a record of all my already built out agents 3. a record of all drafted agentes, with a value rating based on how much it would help my use case 4. Be my guide for when setting up the agent sefely and correctly.) Thank you for reading this and i cant wait for your reply.
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Use Case: Reimbursement Submission in Ramp
Submitting reimbursements in ramp is annoying. Now I just forward the email to my bot and have him take care of the upload and coding process for me. He even uploads the receipt!
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Use Case: Reimbursement Submission in Ramp
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OpenClaw Install & Support
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