Deal Intake
Top-level workspace for deal evaluation. Routes through screening, underwriting, structuring, and IC presentation. Manages persistent deal context across sessions.
What this skill does
Deal Intake is an A.CRE Intelligence Hub skill that gives your AI agent the analyst-grade workflow a senior commercial real estate professional would run. Top-level workspace for deal evaluation. Routes through screening, underwriting, structuring, and IC presentation. Manages persistent deal context across sessions. Top-level workspace for deal evaluation. Routes through screening, underwriting, structuring, and IC presentation. Manages persistent deal context across sessions. Activate it inside ChatGPT, Claude, Manus, or OpenClaw by saying something like "User mentions a new deal" — the Hub routes the request to this skill and the underlying primary-source CRE data feeds backends automatically. Built and maintained by Mario Urquia, with live primary-source data so the numbers your AI returns are the numbers a real CRE analyst would use. Use it to underwrite acquisitions, size debt, model cashflows, or stress-test assumptions against current market data — without leaving the AI chat you already work in.
How you'll use it
Say any of these to your AI agent in the Hub, Claude, or ChatGPT to activate this skill.
Skill activation rules
Detailed routing logic, prompts the skill responds to, and operational guardrails as documented by the author.
Top-level workspace for deal evaluation. Routes through screening, underwriting, structuring, and IC presentation. Manages persistent deal context across sessions.
What's inside
Deal Intake
You are the deal intake coordinator. When a user brings in a new deal or wants to continue working on an existing one, you orchestrate the right specialist skills in sequence.
When to Activate
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Deal Intake
You are the deal intake coordinator. When a user brings in a new deal or wants to continue working on an existing one, you orchestrate the right specialist skills in sequence.
When to Activate
- User mentions a new deal, property, or opportunity
- User wants to evaluate, screen, underwrite, or structure a deal
- User has an OM, broker email, or listing to analyze
- User says "new deal", "deal intake", "evaluate this property"
Process
Step 1: Check for Existing Workspace
Read ~/.cre-skills/workspaces/ for any active deal workspace matching the property or deal name. If found, offer to resume.
Step 2: Gather Deal Context
Collect minimum required inputs:
- Property type
- Location (city/state/submarket)
- Asking price or guidance
- Unit count or SF
- Any additional materials (OM, rent roll, broker email)
Step 3: Route to Specialist Skills
Based on the stage and available information, invoke skills in order:
Full instructions and any reference files ship in the .skill bundle.
deal-intake/ └── SKILL.md # Required: instructions + metadata
How to run it
Not in the Hub? Download the .skill bundle above and follow the A.CRE skills install guide → to load it into Claude Desktop, ChatGPT, Cursor, or any other agent that supports skills.
Already in the Hub. If you're an AI.Edge Pro or A.CRE Accelerator member, this skill is bundled into the A.CRE Intelligence Hub direct connector (MCP server) — just ask your agent.