/onboarding
One-time profile setup — lending criteria, target states, and dealer preferences so skills stop asking
Purpose
Every skill in the Lender Sales plugin needs your lending criteria before it can calculate fit percentages, score dealer prospects, or generate relevant talking points. Without a profile, every session begins with the same questionnaire — price range, year range, max mileage, target states, dealer type preference.
/onboarding collects your full lender identity once: your company, role (sales rep, regional manager, BDC agent), lending type (retail, floor plan, subprime, lease, captive), location, target states, vehicle price and year criteria, dealer preferences, LTV limits, and minimum lot size. Everything persists to marketcheck-profile.md and is automatically read by every skill and command from that point forward.
Arguments
How It Works
Execution flow. MCP tool calls are shown inline on each step.
Reads marketcheck-profile.md if it exists. Shows summary and asks update or keep.
Collects name, company, and role (sales_rep / regional_manager / bdc_agent).
Asks lending specialization: retail / floor_plan / lease / subprime / captive.
Collects ZIP/state and target states (comma-separated or 'national').
Collects vehicle price range, preferred year range, and maximum mileage. Sets the foundation for all lending fit calculations.
Collects preferred dealer types, approved makes, preferred segments, LTV max %, and minimum lot size.
Writes full profile JSON to marketcheck-profile.md. Syncs compact summary to MEMORY.md.
Example Output
LENDER SALES PROFILE SETUP ════════════════════════════ Profile saved to: marketcheck-profile.md Name: Marcus Williams Company: FirstChoice Auto Finance Role: Sales Representative Lending Type: Retail (indirect) Location: Houston, TX 77002 Target States: TX, LA, OK (3 states) Price Range: $18,000 – $48,000 Year Range: 2019 – 2025 Max Mileage: 80,000 miles Dealer Types: Franchise + Independent Approved Makes: All LTV Max: 120% Min Lot Size: 20 units SUGGESTED NEXT STEPS → "Find dealers to call in Texas" — dealer match prospecting → "Tell me about Metro Honda Austin" — dealer intelligence brief → "Who needs floor plan help in my territory?" — floor plan scanner → "Territory overview" — coverage vs opportunity dashboard
Cost Estimate
One-time setup
Limitations
- Profile is stored in current project memory — re-run in each new project.
- UK users: ML pricing, sold analytics, and LTV analysis are US-only; profile flags this and skills adapt accordingly.