Executing: Lead Management
📡 Detect new incoming leads
(Email/Web)
📂 Update Salesforce/HubSpot
record
✉️ Draft & Send personalized
welcome email
📅 Assign follow-up task to
Agent
✅ Outcome: Zero lead leakage. Instant response.
Executing: Underwriting Prep
📄 Parse Offering Memo (OM) &
Rent Roll
🏘️ Fetch 5 relevant market
comparables
📊 Calculate Cap Rate, IRR &
Risk Profile
📑 Generate Investment
Committee Packet
✅ Outcome: Underwriting in minutes, not days.
Executing: Asset Mgmt Summary
📧 Scan PM emails for
attachments
📈 Extract Occupancy &
Delinquency rates
🔄 Compare vs Previous Month &
Budget
📝 Email summary report to
stakeholders
✅ Outcome: Real-time portfolio visibility.
Executing: Loan & Covenant Tracking
📃 Extract terms from Loan
Documents
🗓️ Set monitors for Critical
Dates
🔔 Validate DSCR Covenant
compliance
✅ Outcome: 100% Compliance. No missed dates.
Executing: Comp Analysis
🏙️ Identify Subject Property
criteria
🔎 Query MLS for sold listings
(Radius: 1mi)
🏗️ Normalize data & build Comp
Grid
📉 Draft CMA (Comparative
Market Analysis)
✅ Outcome: Faster, data-backed pricing.