For Lender Field Reps
Dealer prospecting, inventory fit analysis, territory dashboards, floor plan opportunity scanning, and pitch data for lender field sales reps calling on auto dealers.
Who It's For
Lender Field Reps
Sales reps calling on dealers in the field
Regional Sales Managers
Overseeing territories and dealer relationships
BDC Agents
Phone and digital dealer outreach teams
Floor Plan Sales Teams
Pitching competitive floor plan financing
Subprime Lending Reps
Non-prime and BHPH lending sales reps
Captive Finance Managers
Dealer development for captive finance programs
8 Skills, Activated by Natural Language
Just ask questions — skills trigger automatically based on your intent. No slash commands needed.
| Skill | Trigger Phrases | What It Does |
|---|---|---|
| dealer-match-finder | "find dealers to call", "dealer prospecting", "who fits my criteria" | Finds dealers whose inventory matches your lending sweet spot — right price, makes, volume |
| dealer-intelligence-brief | "tell me about [dealer]", "prep for dealer meeting" | Deep-dive: inventory profile, lending fit, aging, floor plan burden, talking points for meeting prep |
| lending-fit-analyzer | "how many units can I lend on", "coverage analysis" | Overlays your lending criteria on a dealer's lot with LTV analysis and gap breakdown |
| floor-plan-opportunity-scanner | "floor plan prospects", "who needs floor plan help" | Finds dealers with high-DOM inventory burning floor plan costs — your best pitch targets |
| territory-dashboard | "territory overview", "where should I focus" | Coverage vs opportunity across your target states with prioritization by metro |
| pitch-deck-data | "data for my pitch", "market stats for dealer meeting" | Localized market data points for dealer sales conversations and pitch deck slides |
| subprime-opportunity-finder | "subprime dealers", "buy here pay here", "BHPH prospects" | Finds independent dealers specializing in budget vehicles — subprime and BHPH sweet spot |
| ev-lending-risk-monitor | "EV lending risk", "which EVs hold value", "EV programs" | EV market dynamics for advising dealers on EV lending programs and residual risk |
5 Slash Commands
| Command | Usage | What It Does |
|---|---|---|
| /onboarding | /onboarding | One-time profile setup — lending type, criteria, territory, preferences |
| /setup-mcp | /setup-mcp API_KEY | Configure MarketCheck MCP connection |
| /daily-briefing | /daily-briefing | Morning: new prospects + market pulse + floor plan leads |
| /weekly-review | /weekly-review | Territory update + top 10 prospects + market trends |
| /dealer-lookup | /dealer-lookup Smith Auto | Quick dealer profile with lending fit score |
Real Market Data Outputs
All examples use real Texas market data. Lender persona “Alliance Auto Finance / Sarah Chen” is fictional — for illustration.
DEALER MATCH FINDER — Dallas-Fort Worth Metro Alliance Auto Finance · ZIP 75201 · 50-mile radius Lending Criteria: $8K–$35K · 2018–2024 · <90K mi ═══════════════════════════════════════════════════ MARKET OVERVIEW (lendable units) Total active units in criteria: 12,892 Dealer type: Independent Avg price (in-criteria): $22,908 Median DOM: 142 days Lendable price range: $13,515–$33,243 (P5–P95) TOP DEALER MATCHES ┌───┬──────────────────────────┬──────────────┬──────┬──────────────────┬──────────────────────┐ │ # │ Dealer │ City │Score │ Lendable Units │ Signal │ ├───┼──────────────────────────┼──────────────┼──────┼──────────────────┼──────────────────────┤ │ 1 │ Carvana Blue Mound │ Fort Worth │ 79 │ 1,393 │ HIGH VOLUME │ │ 2 │ CarMax McKinney │ McKinney │ 76 │ 1,268 │ HIGH VOLUME │ │ 3 │ Dealer ID 1023368 │ DFW Metro │ 71 │ 759 │ STRONG MATCH │ │ 4 │ Dealer ID 1038232 │ DFW Metro │ 68 │ 652 │ MODERATE │ │ 5 │ Dealer ID 1058095 │ DFW Metro │ 65 │ 609 │ MODERATE │ │ 6 │ Dealer ID 10020326 │ DFW Metro │ 59 │ 367 │ MODERATE │ │ 7 │ Sign It Drive It │ Denton │ 54 │ ~130 │ MODERATE │ │ 8 │ First Start Motors LLC │ Dallas │ 52 │ ~80 │ LIGHT / GROWING │ └───┴──────────────────────────┴──────────────┴──────┴──────────────────┴──────────────────────┘ MATCH SCORE BREAKDOWN (Top Independent — Dealer 1023368) Fit Score (40 pts): 28 / 40 → ~70% of lot in criteria price/year/mile range Volume Score (30 pts): 24 / 30 → 759 lendable units (strong lot size) Price Alignment (30 pts): 19 / 30 → Avg $24,615 — slightly above sweet spot center ───────────────────────────────────── TOTAL: 71 / 100 → STRONG MATCH CLASSIFICATIONS STRONG MATCH (70+): 3 dealers → prioritize for outreach this week MODERATE (50–69): 5 dealers → warm pipeline, schedule Q2 calls LIGHT (30–49): balance → monitor, not yet worth floor-plan pitch
3 AI Agents, Orchestrated in Waves
Built for Your Daily Rhythm
Morning Prospecting
~5 minNew prospect list + market pulse + floor plan leads + top 3 calls for today
Meeting Prep
~2 minFull dealer brief with inventory profile, lending fit, floor plan burden, and talking points
Territory Planning
~3 minCross-state coverage dashboard with metro prioritization and weekly call targets
Weekly Review
~15 minTerritory update + top 10 prospects + market trends + pipeline priorities
Ready to Get Started?
Install the lender sales plugin and start prospecting dealers with real market intelligence in under 2 minutes.
$ claude plugin add https://github.com/MarketcheckHub/marketcheck-cowork-plugin.git --plugin lender-sales