Lead triage and custom offer generation
An intake pipeline that scores leads against the operator's criteria and generates offer structures for the ones that clear.
The problem
A real estate operator was sorting inbound leads by hand, then building offer terms one deal at a time. Two hours of work before a single number reached a seller. The bottleneck was not deal flow. It was the operator.
What I built
An intake pipeline that scores and routes incoming leads against the operator’s own criteria, then generates customized offer structures for the ones that clear. The judgment stayed with the operator. The typing did not.
The result
Underwriting time per deal went from 2 hours to 15 minutes.
What I learned
- Start sooner.
- Layer in light CRM functionality from day one instead of leaving it for later.