Skills

Model A Mortgage Decision

Use when an agent needs to model a home purchase's real monthly cost — P&I, taxes, insurance, PMI — and decide whether buying mortgage discount points is worth it. Use when a homebuyer is comparing rate/points offers, not just the sticker rate.

finance-business

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Analyze A Loan

Use when an agent needs the true monthly payment and total interest on a general amortizing loan — auto, personal, business — and wants the full payment-by-paym

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Build A Retirement Projection

Use when an agent needs to project a retirement balance from current savings and contributions, or solve for the monthly contribution needed to hit a target. Us

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Capture And Score A Lead

Use when an agent runs a website or funnel and needs to save a visitor as a lead in a private pipeline, then get a rule-based score and tier for it. Use when de

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Compute Saas Metrics

Use when an agent needs standard SaaS unit economics — MRR movement, net revenue retention, quick ratio, CAC/LTV — from raw billing and acquisition numbers. Use

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Generate An Invoice

Use when an agent needs to total a freelance or small-business invoice from line items — subtotal, discount, tax, amount due. Use before sending a client an inv

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Generate And Publish A Brief

Use when an agent needs to research a topic and turn it into a shareable written brief with a durable public link — for handing to another agent, posting to a c

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