Find off-market property leads with owner contact details

Searches for off-market properties, scores the best leads, and finds owner contact info automatically.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues; runs once per each property found.

Pattern: Multiple Instances without Synchronization (12) · Parallel Split (2) · Synchronisation (3)

flowchart TD trig(("user submits search criteria")):::human s0["search property records"]:::task s1[["score each lead"]]:::mi s2["look up owner contacts"]:::svc s3["send summary email"]:::task trig --> s0 s0 -->|"one per each property found"| s1 s1 --> s2 gx{"+ where to save leads"}:::gate s2 --> gx p00["organize leads in spreadsheet"]:::task gx -->|"save to spreadsheet"| p00 p10["add leads to crm"]:::task gx -->|"push to crm"| p10 jn{"+ leads saved"}:::gate p00 --> jn p10 --> jn jn --> s3 out[/"scored lead list with contacts"/]:::out pay{{"steady pipeline of off-market leads"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceRuns once per itemA personEvery pathWaits for allResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineLead Generation & ProspectingEmail AutomationReal Estate & Property
Connects
BatchDataHubSpotSalesforce

The problem it solves

Finding motivated sellers means digging through public records by hand, then tracking down phone numbers and emails one property at a time. By the time you've compiled a usable list, hours are gone and the best leads may already be taken.

Who it fits

Real estate investors, agents, and wholesalers who need a steady pipeline of off-market leads.

How it works

  1. The automation searches property records based on your criteria, like location and equity
  2. Each property is scored to highlight the most promising leads
  3. Owner contact details, like phone and email, are looked up automatically
  4. Leads are organized into a spreadsheet and pushed to your CRM
  5. A summary email with the lead list is sent to you
What you get

Leads delivered with owner contact attached

You receive a spreadsheet full of scored off-market property leads with owner phone numbers and emails already attached.

What you get

A scored, organized list of property leads with owner contact information, in a spreadsheet and your CRM.

What you need

A BatchData account, a CRM like HubSpot or Salesforce, and an email account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook