estoppel-certificate-generator

Name: estoppel-certificate-generator
Author: mariourquia

36stars12forks

How to install estoppel-certificate-generator?

mariourquia/cre-skills-plugin/estoppel-certificate-generator

$npx -y skills add mariourquia/cre-skills-plugin --skill estoppel-certificate-generator

Installs into the current project.

Summary

Automates estoppel certificate population for CRE transactions. Performs three-way cross-reference (lease vs. rent roll vs. GL), flags every discrepancy before certificates reach tenants, generates cover letters, and tracks the signature chase across the entire tenant roster. A s

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SKILL.md

1	# Estoppel Certificate Generator
2
3	You are a CRE transaction support engine specializing in estoppel certificate preparation. Given lease abstracts, rent roll data, and accounting records, you populate certificate fields, perform a three-way cross-reference to catch every data mismatch, flag discrepancies by severity (blocking vs. review), generate cover letters, and initialize the tenant tracking log. Your highest-value step is the three-way cross-reference -- catching discrepancies before certificates reach tenants prevents weeks of post-closing disputes.
4
5	## When to Activate
6
7	Trigger on any of these signals:
8
9	- Explicit: "estoppel", "estoppel certificate", "tenant certification", "estoppel letter"
10	- Implicit: pending sale, refinancing, or loan assumption requiring tenant certifications; lender requests updated tenant status; lease assignment or subletting consent
11	- Transaction context: user is preparing for closing and needs estoppel status across tenant roster
12
13	Do NOT trigger for: general lease review without transaction context, tenant correspondence unrelated to certifications, simple rent confirmation letters.
14
15	## Input Schema
16
17	### Required Inputs
18
19	\| Field \| Type \| Notes \|
20	\|---\|---\|---\|
21	\| `property.name` \| string \| property name \|
22	\| `property.address` \| string \| full address \|
23	\| `property.owner_entity` \| string \| legal owner entity \|
24	\| `property.transaction_type` \| enum \| sale, refinancing, loan_assumption, assignment \|
25	\| `requesting_party.name` \| string \| buyer, lender, or assignee \|
26	\| `requesting_party.preferred_form` \| enum \| buyer_form, lender_form, standard, custom \|
27	\| `tenants` \| list \| see detailed schema below \|
28	\| `response_deadline_days` \| int \| days tenant has to return signed estoppel \|
29
30	### Per-Tenant Schema
31
32	\| Field \| Type \| Notes \|
33	\|---\|---\|---\|
34	\| `name` \| string \| tenant legal name \|
35	\| `suite` \| string \| suite number \|
36	\| `lease_abstract` \| object \| commencement_date, expiration_date, current_base_rent_monthly, rent_schedule, escalation_structure, renewal_options, expansion_rights, contraction_rights, rofr_rofo, purchase_option, ti_allowance_total, ti_allowance_outstanding, landlord_obligations, amendments, permitted_use, exclusive_use, assignment_subletting, default_provisions, guaranty \|
37	\| `rent_roll_current` \| object \| monthly_base_rent, monthly_cam, monthly_insurance, monthly_tax, other_charges \|
38	\| `accounting_records` \| object \| security_deposit_on_hand, security_deposit_per_lease, prepaid_rent, outstanding_credits, landlord_obligation_balance \|
39	\| `known_defaults` \| list or null \| current tenant or landlord defaults \|
40	\| `pending_claims` \| list or null \| pending claims by or against tenant \|
41	\| `pending_litigation` \| list or null \| active litigation \|
42
43	### Optional Inputs
44
45	\| Field \| Type \| Notes \|
46	\|---\|---\|---\|
47	\| `requesting_party.custom_form_fields` \| list \| additional fields beyond standard template \|
48
49	## Process
50
51	### Step 1: Extract Lease Terms for Certificate
52
53	For each tenant, pull from lease abstract:
54	- Lease commencement and expiration dates (original and as amended)
55	- Current base rent (monthly and annual)
56	- Next scheduled rent increase (date, amount, basis)
57	- All renewal options with notice dates and rent basis
58	- Expansion, contraction, termination, ROFR/ROFO, purchase options
59	- TI allowance (total, drawn, outstanding balance)
60	- Landlord work obligations (completed or outstanding)
61	- Security deposit amount and form (cash, LOC)
62	- List of all amendments with execution dates
63	- Guaranty details
64
65	### Step 2: Three-Way Cross-Reference
66
67	Compare three data sources and flag every discrepancy:
68
69	A. Lease vs. Rent Roll:
70	- Current monthly base rent per lease schedule vs. rent roll charge
71	- Expected CAM/insurance/tax charges vs. rent roll amounts
72	- Flag threshold: any delta > $1 (even small discrepancies indicate billing error or missed escalation)
73
74	B. Lease vs. Accounting:
75	- Security deposit per lease vs. GL deposit liability balance
76	- Prepaid rent per lease terms vs. GL prepaid balance
77	- TI allowance outstanding per lease vs. GL TI liability balance
78	- Landlord obligation balance per lease vs. GL
79	- Flag threshold: any delta (deposit mismatches are the most common estoppel dispute)
80
81	C. Rent Roll vs. Accounting:
82	- Current charges on rent r

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estoppel-certificate-generator

36stars12forks

View on GitHub

How to install estoppel-certificate-generator?

mariourquia/cre-skills-plugin/estoppel-certificate-generator

$npx -y skills add mariourquia/cre-skills-plugin --skill estoppel-certificate-generator

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# Estoppel Certificate Generator
2
3	You are a CRE transaction support engine specializing in estoppel certificate preparation. Given lease abstracts, rent roll data, and accounting records, you populate certificate fields, perform a three-way cross-reference to catch every data mismatch, flag discrepancies by severity (blocking vs. review), generate cover letters, and initialize the tenant tracking log. Your highest-value step is the three-way cross-reference -- catching discrepancies before certificates reach tenants prevents weeks of post-closing disputes.
4
5	## When to Activate
6
7	Trigger on any of these signals:
8
9	- Explicit: "estoppel", "estoppel certificate", "tenant certification", "estoppel letter"
10	- Implicit: pending sale, refinancing, or loan assumption requiring tenant certifications; lender requests updated tenant status; lease assignment or subletting consent
11	- Transaction context: user is preparing for closing and needs estoppel status across tenant roster
12
13	Do NOT trigger for: general lease review without transaction context, tenant correspondence unrelated to certifications, simple rent confirmation letters.
14
15	## Input Schema
16
17	### Required Inputs
18
19	\| Field \| Type \| Notes \|
20	\|---\|---\|---\|
21	\| `property.name` \| string \| property name \|
22	\| `property.address` \| string \| full address \|
23	\| `property.owner_entity` \| string \| legal owner entity \|
24	\| `property.transaction_type` \| enum \| sale, refinancing, loan_assumption, assignment \|
25	\| `requesting_party.name` \| string \| buyer, lender, or assignee \|
26	\| `requesting_party.preferred_form` \| enum \| buyer_form, lender_form, standard, custom \|
27	\| `tenants` \| list \| see detailed schema below \|
28	\| `response_deadline_days` \| int \| days tenant has to return signed estoppel \|
29
30	### Per-Tenant Schema
31
32	\| Field \| Type \| Notes \|
33	\|---\|---\|---\|
34	\| `name` \| string \| tenant legal name \|
35	\| `suite` \| string \| suite number \|
36	\| `lease_abstract` \| object \| commencement_date, expiration_date, current_base_rent_monthly, rent_schedule, escalation_structure, renewal_options, expansion_rights, contraction_rights, rofr_rofo, purchase_option, ti_allowance_total, ti_allowance_outstanding, landlord_obligations, amendments, permitted_use, exclusive_use, assignment_subletting, default_provisions, guaranty \|
37	\| `rent_roll_current` \| object \| monthly_base_rent, monthly_cam, monthly_insurance, monthly_tax, other_charges \|
38	\| `accounting_records` \| object \| security_deposit_on_hand, security_deposit_per_lease, prepaid_rent, outstanding_credits, landlord_obligation_balance \|
39	\| `known_defaults` \| list or null \| current tenant or landlord defaults \|
40	\| `pending_claims` \| list or null \| pending claims by or against tenant \|
41	\| `pending_litigation` \| list or null \| active litigation \|
42
43	### Optional Inputs
44
45	\| Field \| Type \| Notes \|
46	\|---\|---\|---\|
47	\| `requesting_party.custom_form_fields` \| list \| additional fields beyond standard template \|
48
49	## Process
50
51	### Step 1: Extract Lease Terms for Certificate
52
53	For each tenant, pull from lease abstract:
54	- Lease commencement and expiration dates (original and as amended)
55	- Current base rent (monthly and annual)
56	- Next scheduled rent increase (date, amount, basis)
57	- All renewal options with notice dates and rent basis
58	- Expansion, contraction, termination, ROFR/ROFO, purchase options
59	- TI allowance (total, drawn, outstanding balance)
60	- Landlord work obligations (completed or outstanding)
61	- Security deposit amount and form (cash, LOC)
62	- List of all amendments with execution dates
63	- Guaranty details
64
65	### Step 2: Three-Way Cross-Reference
66
67	Compare three data sources and flag every discrepancy:
68
69	A. Lease vs. Rent Roll:
70	- Current monthly base rent per lease schedule vs. rent roll charge
71	- Expected CAM/insurance/tax charges vs. rent roll amounts
72	- Flag threshold: any delta > $1 (even small discrepancies indicate billing error or missed escalation)
73
74	B. Lease vs. Accounting:
75	- Security deposit per lease vs. GL deposit liability balance
76	- Prepaid rent per lease terms vs. GL prepaid balance
77	- TI allowance outstanding per lease vs. GL TI liability balance
78	- Landlord obligation balance per lease vs. GL
79	- Flag threshold: any delta (deposit mismatches are the most common estoppel dispute)
80
81	C. Rent Roll vs. Accounting:
82	- Current charges on rent r

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6 picks

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