cmintro-loan
CommunityQualify loan eligibility without provider disclosure.
Finance & Accounting#loan qualification#non-recourse loans#crypto financing#equity underwriting#block trades#lead notification
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Qualifies potential borrowers for non-recourse stock/crypto loans and large institutional block trades based on lender criteria, while keeping the lending provider anonymous.
Core Features & Use Cases
- Asset & funding intake: Collects asset type, ticker/token, estimated holding value, and desired loan amount when applicable.
- Criteria-based eligibility check: Evaluates equity, crypto, and block trade thresholds to determine whether the user qualifies.
- Lead notification workflow: Notifies Erik at Volume Finance when the user/group appears to qualify, using an internal email template.
Quick Start
Ask the assistant to qualify you for a non-recourse loan for your asset by sharing the asset type (public equity, crypto, or block trade), the ticker/token name, your estimated total position value, and the requested loan amount if applicable.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: cmintro-loan Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#cmintro-loan Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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