Lender Sales PluginHeavyCommand

/weekly-review

Full weekly territory review — coverage update, top 10 prospects, floor plan opportunities, and market trends

$/weekly-review
Heavy
Complexity
14–36
API Calls
$0.014 – $0.054
MC API Cost
$0.15 – $0.40
Total Cost

Purpose

Weekly planning requires a broader view than the daily briefing — not just today's top call, but a territory-wide picture of where opportunities are building, what dealers to visit this week, and what market trends to leverage in conversations. Assembling this manually from multiple sources takes an hour; /weekly-review does it in under 15 minutes.

/weekly-review uses a multi-agent architecture to simultaneously scan territory coverage across all target states and analyze market trends, while running inline scans for the top 10 dealer prospects and floor plan opportunities in the primary state. The result is a comprehensive weekly plan: territory overview, ranked prospects, floor plan targets, market intelligence, and five specific actions for the week.

Audience:Lender sales repsRegional sales managersTerritory directors

Arguments

How It Works

Execution flow. MCP tool calls are shown inline on each step.

01
Profile Load

Reads all profile fields for full weekly analysis configuration.

02
Multi-Agent Launch

Spawns territory-scanner agent (all target states) and brand-market-analyst agent (primary state market trends) in parallel.

03
Top Dealer Prospects

While agents run: calls search_active_cars with lending criteria + dealer facets for primary state. Pulls quick profile for top 10 dealers.

04
Floor Plan Opportunities

Calls search_active_cars sorted by DOM for primary state to identify top 5 floor plan pitch dealers.

05
Weekly Report

Compiles territory overview, top 10 prospects, floor plan leads, market trends, and 5 specific week actions.

MCP Tool Calls

ToolCallsPurpose
search_active_cars12–32Territory scan (all states via agent), dealer profiling, floor plan scan
get_sold_summary2–4Market trends, brand share, depreciation alerts via agent

Example Output

WEEKLY LENDER SALES REVIEW — Week of March 16, 2026
═════════════════════════════════════════════════════

TERRITORY OVERVIEW (3 states)
  State  Eligible Dealers  Eligible Units  Opp Score  Priority
  ─────  ────────────────  ──────────────  ─────────  ─────────
  TX     284               14,208          87         FOCUS
  LA     98                4,812           64         MAINTAIN
  OK     71                3,140           51         MAINTAIN

  Total: 453 dealers | 22,160 lendable units across territory

TOP 10 DEALER PROSPECTS (Texas)
  Dealer                  City       Matching  Avg Price  Avg DOM  Fit Score
  ──────────────────────  ─────────  ────────  ─────────  ───────  ─────────
  Lone Star Auto Group    Dallas     248       $31,200    38 days  89
  Texas Premier Cars      Houston    219       $29,800    44 days  84
  Capital City Motors     Austin     156       $28,400    41 days  81
  [7 more dealers]

FLOOR PLAN OPPORTUNITIES (Texas)
  Westside Auto Center — 287 units, 58-day DOM, ~$141K/month burden
  Lone Star Pre-Owned  — 241 units, 54-day DOM, ~$110K/month burden
  Rio Grande Motors    — 198 units, 52-day DOM, ~$87K/month burden

BRAND & MARKET TRENDS
  Toyota/Honda holding value — strong collateral for retail lending
  SUV residuals up — lead with SUV-focused programs this week
  EV depreciation accelerating — avoid Bolt/Leaf in advance calculations

TOP 5 ACTIONS THIS WEEK
  1. Call Lone Star Auto Group (Dallas) — 248 matching, strongest fit in territory
  2. Floor plan pitch at Westside Auto Center — $141K/month burden, urgent pain
  3. LA territory: visit Budget Auto in Baton Rouge — new high-DOM signal
  4. Lead all meetings with "SUV residuals up" — supports higher advance rates
  5. Follow up with Capital City Motors — pitch from last week needs response

Cost Estimate

TierHeavy
API Calls14–36
MC API — best$0.014
MC API — worst$0.054
Claude — best$0.12
Claude — worst$0.35
Total range$0.15$0.40

4 weekly reviews/month ≈ $0.60–$1.60

Limitations

  • Multi-agent territory scan scales with number of target states (2–3 calls per state).
  • Weekly review is designed for Monday morning planning; run /daily-briefing each day for daily ops.
  • Market trends section covers primary state only; full territory brand analysis requires territory-dashboard skill.
Lender Sales Plugin
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