Active Leads
247
+34 this week
Under Contract
12
+3 this month
Projected Revenue
$186K
Q2 pipeline
Rental Units
8
$4,200/mo cash flow
AI Workflows Active
9
Running 24/7
Core Automation Workflows
Lead Generation Engine
BatchData + n8n + Claude API
Active
Automated property scanning via BatchData API, skip tracing via REISkip, owner contact enrichment, and AI-driven lead scoring. Runs on schedule and posts alerts to Slack + email.
BatchDatan8nSkip TracingCRM (Customer Relationship Management) Sync
AI Deal Analyzer
Claude Code · 5-Agent Pipeline
Active
Address in → Full underwriting out. Claude orchestrates 5 sub-agents: property data, market comps, repair estimator, financial modeler, and LOI (Letter of Intent) drafter. Zero manual work.
ARV (After Repair Value) / MAO (Maximum Allowable Offer)Pro FormaLOI (Letter of Intent) DraftSub-Agents
Document Automation
Docupilot + Claude API + Dotloop
Active
Auto-generate contracts from CRM data. Claude API parses OMs (Offering Memorandums)/PDFs in <60s. Push to Dotloop for e-signing. State-specific templates for purchase agreements and assignment contracts.
Contractse-SigningPDF ParseCRM Push
Marketing Automation
n8n + Twilio + HeyGen
Configuring
Multi-channel outreach: direct mail via Click2Mail, SMS sequences via Twilio, personalized AI video via HeyGen, and social media auto-posts for listings. All triggered from CRM events.
Direct MailSMSAI VideoSocial
BRRRR (Buy, Rehab, Rent, Refinance, Repeat) Tracker
Supabase + n8n + Stessa
Active
Track every BRRRR phase automatically. Monitor rehab costs vs. budget, calculate cash-out refi triggers, track cash flow per door, and alert when refi threshold is met.
BRRRRCash FlowRefi (Refinance) AlertStessa
Tax & Entity Tracker
QuickBooks + Claude + CPA Templates
Idle
LLC (Limited Liability Company) entity management, 1031 exchange tracking, cost segregation monitoring, REPS (Real Estate Professional Status) hour tracking, and quarterly tax estimates. Alerts when strategy thresholds are approaching.
LLC1031 ExchangeREPSCost Seg
Multi-Agent Orchestration Architecture
🤖 Supervisor Agent (Claude Opus)
Orchestrates all sub-agents · Routes tasks · Synthesizes results
🔍 Lead Agent
BatchData, skip trace, list pulling, lead scoring
📊 Analysis Agent
ARV, MAO, NOI (Net Operating Income), cap rate, pro forma, comps
📄 Docs Agent
Contracts, LOIs, assignments, DD (Due Diligence) checklists
📢 Marketing Agent
SMS, mail, email, AI video, social posts
🔒 Compliance Agent
LLC tracking, tax alerts, REPS hours, 1031 triggers
CLAUDE.md — Project Memory File
CLAUDE.md Markdown
# PropFlow — Real Estate Business Automation
# Claude Code Project Memory — Keep updated after each session

## Project Overview
This is a real estate investment automation system covering 4 strategies:
wholesaling, fix-and-flip, buy-and-hold rentals, and multifamily.
All automation is built with Claude Code + n8n + Supabase.

## Business Context
- Primary Strategy: Wholesaling (low-capital start)
- Secondary: BRRRR (Buy, Rehab, Rent, Refinance, Repeat) rentals for long-term wealth
- Target Market: [YOUR MARKET ZIP CODES]
- Business Entity: [YOUR LLC NAME] — Single Member LLC (Limited Liability Company)
- Bank Account: Dedicated business checking — never mix personal

## Tech Stack
- Automation: n8n (self-hosted on Render/Railway)
- Database: Supabase (PostgreSQL) — leads, deals, contacts, financials
- AI Layer: Claude API (Anthropic SDK) — analysis, document generation
- CRM (Customer Relationship Management): REsimpli OR Left Main REI — deal pipeline
- Skip Tracing: BatchLeads API / REISkip API
- SMS: Twilio — automated sequences
- Email: SendGrid — drip campaigns
- Documents: Docupilot + Dotloop — contracts and e-signing
- Accounting: QuickBooks Online + Stessa (free for rentals)
- Property Mgmt: TurboTenant / Buildium

## Project Structure
propflow/
├── CLAUDE.md                  ← This file (project memory)
├── agents/
│   ├── supervisor.py          ← Main orchestrator
│   ├── lead_agent.py          ← Lead gen + skip tracing
│   ├── analysis_agent.py      ← Deal analysis + underwriting
│   ├── docs_agent.py          ← Contract + document generation
│   ├── marketing_agent.py     ← Outreach automation
│   └── compliance_agent.py    ← Tax + legal monitoring
├── workflows/
│   ├── wholesaling/           ← n8n workflows for wholesaling
│   ├── fix_flip/              ← n8n workflows for flips
│   ├── rentals/               ← BRRRR tracking workflows
│   └── multifamily/           ← Syndication / underwriting
├── calculators/
│   ├── mao_calculator.py      ← MAO (Maximum Allowable Offer) = ARV (After Repair Value) × 0.70 − Repairs
│   ├── brrrr_analyzer.py      ← BRRRR cash-out refi logic
│   ├── cap_rate.py            ← NOI (Net Operating Income) / Property Value
│   └── dscr_checker.py        ← Rental DSCR (Debt Service Coverage Ratio) calculations
├── templates/
│   ├── loi_template.md        ← Letter of Intent template
│   ├── assignment_contract.md ← Wholesale assignment
│   └── purchase_agreement.md  ← Standard purchase template
└── mcp/
    └── mcp_config.json        ← MCP tool connections

## Key Commands
python agents/supervisor.py --task "analyze 123 Main St, Dallas TX"
python agents/lead_agent.py --market "75201" --type absentee_owners
python calculators/mao_calculator.py --arv 250000 --repairs 40000
python workflows/wholesaling/run_pipeline.py

## Coding Conventions
- Use async/await for all API calls
- Log every action to Supabase `workflow_logs` table
- NEVER commit API keys — use .env files
- Always validate property data before running analysis
- Format output as structured JSON for CRM push
- Follow Explore → Plan → Code → Commit workflow
MCP Tool Connections (mcp_config.json)
mcp/mcp_config.json JSON
{
  "mcpServers": {
    "supabase": {
      // Leads DB, deal pipeline, workflow logs
      "command": "npx @modelcontextprotocol/server-postgres",
      "env": { "DATABASE_URL": "$SUPABASE_URL" }
    },
    "github": {
      // Version control for workflows and templates
      "command": "npx @modelcontextprotocol/server-github",
      "env": { "GITHUB_TOKEN": "$GITHUB_PAT" }
    },
    "filesystem": {
      // Access property PDFs, OMs, contracts locally
      "command": "npx @modelcontextprotocol/server-filesystem",
      "args": ["/propflow/documents"]
    },
    "notion": {
      // SOPs, team docs, investor updates
      "command": "npx @modelcontextprotocol/server-notion",
      "env": { "NOTION_TOKEN": "$NOTION_API_KEY" }
    }
  }
}
New Leads 8
1847 Oakdale St, TX
Est. ARV: $215K
Absentee owner · 3/2
Wholesale
342 Pine Ridge Rd, GA
Est. ARV: $185K
Pre-foreclosure · 4/2
Fix & Flip
91 Lakeview Dr, FL
Est. ARV: $390K
Tax delinquent · 3/2
Wholesale
Contacted 5
2214 Elm Ave, TX
Ask: $95K · ARV: $160K
Motivated seller · code violation
Fix & Flip
7 Magnolia Blvd, AL
Ask: $78K · ARV: $145K
Probate · 3/1
BRRRR
Analyzing 3
589 Cedar Creek Ln
MAO: $112K · ARV: $198K
AI Analysis: In Progress
Fix & Flip
44-Unit Apt, Phoenix AZ
Ask: $3.2M · Cap: 5.8%
Multifamily underwriting
Multifamily
Under Contract 2
203 Birch St, NC
Contract: $88K · ARV: $152K
Assigned to buyer · Close Apr 18
WholesaleFee: $18K
In Rehab 1
1120 Walnut Ct, OH
Budget: $42K · Spent: $31K
Day 47 of 60 · On track
Fix & Flip
Closed 7 YTD
876 River Rd, TX
Profit: $22,500
Closed Mar 29 · 18 days
Wholesale
409 Sunset Blvd, TX
Profit: $47,200
Closed Feb 14 · 72 days
Fix & Flip

Wholesaling Sub-domain

Zero-capital strategy. Contract properties below market value and assign to cash buyers for $5K–$50K fees.

Active Leads
0
In pipeline
Offers Out
0
Awaiting response
Under Contract
0
Finding buyers
Fees Earned YTD
$0
Assignment fees

From Market Scan

No leads pushed yet. Run a Market Scan and click → Wholesale on any house.

Quick Actions
Automation Phases
Lead-to-close pipeline
5-phase automated wholesaling pipeline from list pulling to contract assignment.
MAO Calculator
Maximum Allowable Offer
Calculate MAO, assignment fee room, and deal viability with the 70% rule.
Tools & Downloads
Scripts, contracts, trackers
Cold calling scripts, buyer scripts, assignment contracts, KPI tracker, and marketing guides.

Wholesaling Sub-domain

Zero-capital strategy. Contract properties below market value and assign to cash buyers for $5K–$50K fees. Claude automates lead-to-close pipeline.

Automated Workflow Phases
  • 1
    List Pulling (Automated Daily)
    n8n pulls absentee owners, tax-delinquent, code violations, and pre-foreclosure lists via BatchData API. Filtered by equity %, zip code, and property type. Results stored in Supabase leads table.
  • 2
    Skip Tracing (Automated)
    REISkip/BatchSkipTracing API enriches each lead with owner phone numbers, emails, and social data. Claude scores lead motivation based on property flags and owner profile.
  • 3
    Multi-Channel Outreach (Automated)
    Twilio SMS sequences, direct mail via Click2Mail API, and cold call lists exported to your dialer. HeyGen creates personalized AI video messages for warm leads. All tracked in CRM.
  • 4
    Deal Analysis (Claude AI)
    When a seller responds, Claude's Analysis Agent calculates ARV (After Repair Value) from comps, estimates repairs, computes MAO (Maximum Allowable Offer = ARV × 70% − repairs), and drafts an initial offer. Sends alert to your phone.
  • 5
    Contract & Assignment (Automated Docs)
    Claude Docs Agent generates state-specific purchase agreement pre-filled with deal data. Upon acceptance, generates assignment contract for cash buyer. Routed to Dotloop for e-signing. Deal fee tracked in Supabase.
MAO (Maximum Allowable Offer) Formula
MAO = (ARV × 70%) − Repair Costs
ARV = After Repair Value (from comps)
Assign Fee = Contract Price − MAO

Example:
ARV = $200,000
70% Rule = $140,000
Repairs = $25,000
MAO = $115,000
Sell contract @ $130K → Fee = $15K
Cash Buyers List Strategy
  • → Attend local REIA (Real Estate Investors Association) meetups monthly
  • → Pull county records for recent cash sales
  • → Build list in Supabase with buy criteria
  • → Claude AI matches deals to buyer criteria automatically
  • → Target: 50+ active cash buyers per market
Deal Inputs
MAO (70% Rule)
$0
Assignment Fee Room
$0
Buyer's All-In Cost
$0
Buyer's Equity %
0%
Spread (ARV − Contract)
$0
Discount Factor Used
70%
Core Wholesaling Tools
Scripts & Outreach
Contracts & Legal
Marketing & Lead Gen
1
Lead Captured
Property identified from list pull (absentee, tax-delinquent, pre-foreclosure). Basic data recorded in Supabase.
Not started
2
Skip Traced
Owner contact info enriched via REISkip API. Phone, email, and social data appended. Motivation score assigned.
Not started
3
Outreach Started
SMS sequence triggered via Twilio. Direct mail queued via Click2Mail. Cold call list exported to dialer.
Not started
4
Seller Responded
Seller engaged. Initial conversation notes recorded. Motivation level confirmed. Appointment set if qualified.
Not started
5
Deal Analyzed
Claude calculates ARV from comps, estimates repairs, computes MAO. Full deal analysis report generated.
Not started
6
Offer Made
Offer presented to seller based on MAO. LOI or verbal offer. Negotiation tracked in CRM.
Not started
7
Under Contract
Purchase agreement signed. Earnest money deposited. Inspection period starts. Title work ordered.
Not started
8
Buyer Found
Deal marketed to cash buyer list. Assignment contract prepared. Buyer's proof of funds verified.
Not started
9
Assignment Signed
Assignment contract executed. Buyer's earnest money collected. Title company notified of assignment.
Not started
10
Deal Closed
Closing complete. Assignment fee collected. Deal data archived. KPI tracker updated.
Not started

Fix & Flip Sub-domain

Buy distressed, renovate, sell at retail. $20K–$100K+ per deal. Claude manages underwriting, rehab tracking, and exit automation.

Active Flips
0
In progress
In Rehab
0
Under renovation
Listed for Sale
0
On market
Profit YTD
$0
Net after costs
Quick Actions
Flip Phases
Acquisition to exit
4-phase automated flip pipeline from analysis to sale.
Flip Profitability Calculator
Full cost analysis
Calculate net profit after ARV, repairs, HML, holding costs, and closing. Includes ROI and profit/month.
Tools & Downloads
Calculators, contracts, guides
Offer calculator, budget tracker, contractor agreement, funding kit, and rehab resources.

Fix & Flip Sub-domain

Buy distressed → Renovate → Sell at retail. $20K–$100K+ per deal. Claude manages underwriting, rehab tracking, and exit strategy automation.

Flip Automation Phases
  • 1
    Acquisition Analysis (Claude Agent)
    Address → Claude pulls Zillow/PropStream comps → calculates ARV → estimates repairs using scope of work templates → applies 70% rule → determines if deal meets criteria. Full report in 90 seconds.
  • 2
    Hard Money Financing (Workflow)
    Claude generates a deal summary package (1-page memo, ARV comp report, scope of work, timeline) formatted for HML (Hard Money Lender) submission. Auto-routes to 3 pre-approved lenders simultaneously via email.
  • 3
    Rehab Management (n8n + Supabase)
    Rehab budget stored in Supabase. GC (General Contractor) submits weekly progress. n8n tracks spend vs. budget per line item. Claude alerts you when any category exceeds budget by >10%. Timeline tracked vs. projected.
  • 4
    Exit Strategy Automation
    At 90% rehab completion, Claude agent: lists property on MLS (Multiple Listing Service) via agent API, creates social media posts, generates open house materials. Tracks showings and offers in pipeline. Calculates net profit after all costs.
Flip Profitability Formula
Net Profit = ARV − Purchase − Repairs − HML (Hard Money Loan) − Holding − Closing

Typical Costs:
HML Interest: 10% × (Purchase + Repairs) × (months/12)
Holding Costs: $800–$1,500/month (taxes, insurance, utilities)
Closing Costs: 6–8% of ARV (agent, title, transfer tax)

Target: >$30K or 20% ROI (Return on Investment) per deal minimum
Timeline Benchmarks
  • 🔍 Acquisition to close: 2–4 weeks
  • 🔨 Light rehab (cosmetic): 30–45 days
  • 🔨 Full rehab (structural): 60–90 days
  • 📈 List to sale: 15–45 days (market dependent)
  • ⏱ Total project cycle: 3–6 months
Deal Inputs
Net Profit
$0
ROI
0%
Profit / Month
$0
HML Interest Cost
$0
Total Holding Costs
$0
Total All-In Cost
$0
Calculators & Trackers
Financing & Funding
Contracts & Operations
1
Lead Identified
Distressed property found via lead gen, MLS, or wholesale deal. Initial screening against flip criteria.
Not started
2
Analysis Complete
ARV calculated from comps. Repair scope estimated. Flip profitability calculator confirms >$30K or 20% ROI.
Not started
3
Offer Made
Offer submitted based on MAO analysis. Negotiation tracked. Counter-offers managed.
Not started
4
Under Contract
Purchase agreement signed. Inspection period. Title work started. HML application submitted.
Not started
5
HML Funded
Hard money loan approved and funded. Acquisition closed. Property ownership transferred.
Not started
6
Rehab In Progress
GC started work. Budget tracked in Supabase. Weekly progress photos. Spend vs. budget monitored.
Not started
7
Rehab Complete
Renovation finished. Final walkthrough done. Professional photos taken. Staging arranged if needed.
Not started
8
Listed on MLS
Property listed via agent. Marketing materials distributed. Open house scheduled. Showings tracked.
Not started
9
Under Contract (Sale)
Buyer's offer accepted. Inspection negotiated. Appraisal ordered. Closing date set.
Not started
10
Sold & Closed
Closing complete. HML paid off. Net profit calculated. Lessons learned documented. KPIs updated.
Not started

Buy & Hold / BRRRR Sub-domain

$200–$600/month cash flow per door. BRRRR method recycles capital. Claude monitors refi triggers and tenant lifecycle.

Total Doors
0
Rental units
Monthly Cash Flow
$0
After all expenses
Avg DSCR
0.00
Target: 1.35+
Refi Pipeline
0
Awaiting seasoning
Quick Actions
BRRRR Phases
Buy-Rehab-Rent-Refi-Repeat
5-phase capital recycling system from acquisition to repeat.
BRRRR Calculator
Cash flow + refi analysis
Calculate cash flow, DSCR, cash-out refi amount, and capital left in deal.
Tools & Downloads
Financing, contracts, trackers
Private money calculator, lender contracts, funding kit, and budget tracker.

Buy & Hold / BRRRR Sub-domain

$200–$600/month cash flow per door. BRRRR method recycles capital. Claude monitors refi triggers and tenant lifecycle automatically.

BRRRR Automation Phases
  • B
    BUY — Distressed Property Acquisition
    Same lead gen as wholesaling, but filtered for rental potential. Claude evaluates: market rent estimate, 1% rule check (rent ≥ 1% of purchase), neighborhood grade, vacancy rate. DSCR (Debt Service Coverage Ratio) pre-check for loan qualification.
  • R
    REHAB — Renovation Tracking
    Same rehab tracking as flip, but focused on tenant-grade finishes (not retail-grade). Claude tracks rehab costs vs. estimated post-rehab value (ARPV) to optimize refi amount.
  • R
    RENT — Tenant Management (TurboTenant)
    TurboTenant API integration: tenant screening, lease generation, rent collection automation. n8n triggers lease renewal reminders 60 days prior. Claude drafts maintenance response templates and tenant communications.
  • R
    REFINANCE — Cash-Out Refi Trigger
    Claude monitors when ARPV (After Rehab Property Value) reaches target. Checks: 75% LTV (Loan-to-Value) threshold, 6-month seasoning, DSCR ≥ 1.25x. Auto-generates refi package and submits to 3 DSCR lenders when conditions are met.
  • R
    REPEAT — Capital Recycling Alert
    After cash-out refi closes, n8n calculates net proceeds, updates Supabase portfolio balance, and automatically triggers a new lead generation cycle with available capital. System restarts the BRRRR loop.
Cash Flow Formula
Cash Flow = Gross Rent − All Expenses

Expenses = Mortgage + Property Mgmt (10%) + Vacancy (5%) + CapEx (5%) + Maintenance (5%) + Taxes + Insurance

Target:
Min $200/door/month after all expenses
DSCR ≥ 1.25 for refi qualification
1% Rule: Rent ≥ 1% of purchase price
Portfolio KPIs (Automated by Stessa)
  • → Total monthly cash flow across all units
  • → Occupancy rate (target >95%)
  • → Average days vacant per turnover
  • → Cap rate per property
  • → Total equity build (appreciation + paydown)
  • → Cash-on-cash return (target 8–12%)
Acquisition & Rehab
Rental Income & Expenses
Monthly Cash Flow
$0
DSCR
0.00
Cash-Out Refi Amount
$0
Capital Left in Deal
$0
Cash-on-Cash Return
0%
1% Rule Check
--
Financing & Private Money
Contracts & Operations
1
Property Identified
Rental candidate found. Passes 1% rule screen and DSCR pre-check. Market rent estimate confirmed.
Not started
2
BRRRR Analysis Complete
Full BRRRR calculator run. Cash flow, DSCR, refi projections all pass criteria. Deal green-lit.
Not started
3
Purchased
Property acquired with cash or short-term financing. Title transferred. Rehab plan finalized.
Not started
4
Rehab In Progress
Tenant-grade renovation underway. Budget tracked. Focus on durability over retail finishes.
Not started
5
Rehab Complete
Renovation finished. Final costs tallied. Property listed for rent on TurboTenant.
Not started
6
Tenant Placed
Tenant screened and approved. Lease signed. First month's rent and deposit collected. Rent collection automated.
Not started
7
Seasoning Period
6-month seasoning period for DSCR lenders. Cash flow tracked. ARPV monitored for refi readiness.
Not started
8
Refi Submitted
DSCR loan application submitted to 3 lenders. Appraisal ordered. 75% LTV target.
Not started
9
Refi Closed
Cash-out refi complete. Capital returned. Long-term DSCR loan in place. Monthly payment locked.
Not started
10
REPEAT
Capital recycled into next BRRRR acquisition. Portfolio balance updated. New lead gen cycle triggered.
Not started

Multifamily Sub-domain

5+ units to large complexes. Commercial financing, syndication, and investor reporting automated by Claude.

Deals Underwritten
0
OMs analyzed
Under LOI
0
Letters of intent
In Due Diligence
0
DD period
Portfolio Units
0
Total doors owned
Quick Actions
Automation Phases
OM intake to closing
4-phase automated multifamily pipeline from OM parsing to investor close.
Underwriting Calculator
Cap rate, DSCR, cash-on-cash
Full commercial underwriting: NOI, cap rate, DSCR, GRM, and investor return projections.
Tools & Downloads
Financing, legal, strategy
Creative financing calculator, novation tools, disclosure docs, and deal structure guides.

Multifamily Sub-domain

5+ units to large complexes. Commercial financing. Claude automates full underwriting, syndication materials, and investor reporting.

Multifamily Automation Phases
  • 1
    OM Intake (Claude API Parser)
    Drop an Offering Memorandum PDF into a monitored folder. AWS Lambda triggers Claude API to extract: unit mix, T12 (Trailing 12 Months) financials, NOI, cap rate, rent roll, expense ratios. Structured data pushed to Supabase in <60 seconds.
  • 2
    Underwriting Model (Claude Analysis Agent)
    Claude builds a 3–10 year pro forma: T12 baseline, rent upside, expense reduction opportunities, debt service scenarios (3 interest rate levels), IRR (Internal Rate of Return) and equity multiple projections, GP (General Partner)/LP (Limited Partner) return splits for syndication.
  • 3
    Red Flag Report (Due Diligence)
    Claude generates prioritized red flag report: deferred maintenance signals, below-market rents, concentrated tenancy, unusual expense items, environmental flags from public records. 65-item DD (Due Diligence) checklist with status tracking.
  • 4
    LOI to Closing (Docs Automation)
    Claude drafts LOI from underwriting assumptions. Upon acceptance, generates investor deck, PPM (Private Placement Memorandum) summary, and subscription agreement templates. Investor communications automated via n8n → email → DocuSign.
Key Multifamily Metrics
NOI (Net Operating Income) = Gross Income − Operating Expenses
Cap Rate (Capitalization Rate) = NOI / Purchase Price × 100
DSCR (Debt Service Coverage Ratio) = NOI / Annual Debt Service
GRM (Gross Rent Multiplier) = Price / Gross Annual Rent
Cash-on-Cash = Annual Cash Flow / Cash Invested

Targets:
Cap Rate: ≥ 5.5% in primary markets
DSCR: ≥ 1.25 for commercial financing
IRR (5yr): ≥ 15% for syndication deals
Syndication Structure
  • → GP (General Partner): You — manage the deal
  • → LP (Limited Partners): Passive investors
  • → Typical split: 70/30 (LP/GP) or 80/20
  • → Preferred return: 6–8% to LPs first
  • → Promote: GP gets 20–30% of profits above pref
  • → Entity: Series LLC (Limited Liability Company) — each deal separate
Property & Income
Expenses & Financing
NOI (Net Operating Income)
$0
Cap Rate
0%
DSCR
0.00
GRM (Gross Rent Multiplier)
0.0
Annual Cash Flow
$0
Cash-on-Cash Return
0%
Price per Unit
$0
Monthly Debt Service
$0
Calculators & Deal Tools
Strategy & Structure
Legal & Compliance
1
OM Received
Offering Memorandum received from broker. PDF dropped into intake folder for Claude parsing.
Not started
2
Initial Screen
Quick screen: unit count, location, asking cap rate, price per unit. Pass/fail against buy box criteria.
Not started
3
Underwriting Complete
Full pro forma built: T12 baseline, rent upside, expense optimization, 3 interest rate scenarios, IRR projections.
Not started
4
LOI Submitted
Letter of Intent drafted from underwriting assumptions and submitted to seller/broker.
Not started
5
LOI Accepted
Seller accepted LOI. Purchase agreement drafted. Due diligence period begins.
Not started
6
Due Diligence
65-item DD checklist. Physical inspection, rent roll audit, T12 verification, environmental review, title search.
Not started
7
Financing Secured
Commercial loan approved. Terms locked. Appraisal complete. Loan commitment letter received.
Not started
8
Investor Commitments
LP capital committed. Subscription agreements signed. Capital call scheduled. Entity formed.
Not started
9
Closed
Acquisition closed. Ownership transferred. Property management transitioned. Investor reporting begins.
Not started
10
Asset Management
Value-add business plan executed. Monthly LP reports. Quarterly distributions. Annual K-1s. 5-year exit planning.
Not started
End-to-End Automated Flow
📋
List Pulling
BatchData API
🔍
Skip Tracing
REISkip API
🤖
AI Scoring
Claude Agent
💾
CRM Entry
Supabase + REsimpli
📱
Outreach
Twilio + Mail
🔔
Alert
Slack + SMS
Lead Source Priority Matrix
SourceVolumeQualityAutomation
Pre-foreclosure (Lis Pendens)Low⭐⭐⭐⭐⭐BatchData API
Tax Delinquent ListsMedium⭐⭐⭐⭐County APIs
Absentee OwnersHigh⭐⭐⭐BatchData API
Code ViolationsMedium⭐⭐⭐⭐City APIs
Probate ListsLow⭐⭐⭐⭐⭐Manual pull
MLS (days-on-market)High⭐⭐⭐MLS API via agent
n8n Workflow: Lead Gen Schedule
  • Daily 6AM: BatchData scan → new listings vs. prior day
  • Daily 8AM: Skip trace new leads in bulk via API
  • Daily 9AM: Claude scores all new leads (1–10 motivation score)
  • Daily 10AM: Top 20 leads pushed to CRM with tasks
  • Weekly Mon: Direct mail batch queued via Click2Mail
  • Weekly Wed: SMS sequence: Day 1 follow-up sent
  • Instant: Incoming seller response → Claude qualifies + alerts
5-Agent Analysis Pipeline
🏠
Property Agent
Zillow/PropStream data
🔧
Repair Agent
SOW (Scope of Work) + cost estimator
📊
Finance Agent
Pro forma, IRR (Internal Rate of Return), MAO
⚠️
Risk Agent
Red flags, DD (Due Diligence) checklist
📝
Docs Agent
LOI (Letter of Intent) + offer package
Analysis Agent — Claude Code Prompt Template
agents/analysis_agent.py Python
import anthropic
import asyncio

# Initialize Claude client
client = anthropic.Anthropic()

SYSTEM_PROMPT = """You are PropFlow's Real Estate Analysis Agent.
Given a property address, you will:
1. Pull comparable sales (comps) from available market data
2. Calculate After Repair Value (ARV) with confidence range
3. Estimate repairs using standardized cost database
4. Apply the 70% Rule: MAO = ARV × 0.70 - Repair Costs
5. Build a 3-scenario pro forma (conservative/base/optimistic)
6. Generate a DD checklist with 65 items and risk flags
7. Draft an LOI at the calculated MAO

Strategy context: {strategy}  (wholesale/flip/rental/multifamily)
Market: {market}
Investor buy box: Max repairs ${max_repairs}K, Min spread ${min_spread}K

Output format: Structured JSON + plain-language executive summary."""

async def analyze_deal(address: str, strategy: str, market: str):
    """Full deal analysis with 5 sub-agents running in parallel"""
    message = client.messages.create(
        model="claude-opus-4-5",
        max_tokens=8192,
        system=SYSTEM_PROMPT.format(
            strategy=strategy, market=market,
            max_repairs=60, min_spread=25
        ),
        messages=[{
            "role": "user",
            "content": f"Analyze this property: {address}\nStrategy: {strategy}"
        }]
    )
    return message.content[0].text
Direct Mail Automation
Click2Mail API + n8n
Active
Weekly batches of 500–1,000 postcards/letters mailed automatically. Claude generates personalized copy per lead segment (absentee, probate, pre-foreclosure). Response tracking via unique phone numbers per campaign.
Click2MailA/B TestingResponse Tracking
SMS Sequences
Twilio + Launch Control
Active
7-touch SMS sequence over 30 days. Claude writes personalized first message per property flag. Responses auto-qualify with Claude AI and route to CRM. Opt-out handling and compliance built-in.
Twilio7-Touch SeqAI Qualify
AI Video Outreach
HeyGen + n8n
Configuring
For warm leads (3+ touchpoints): n8n triggers HeyGen to generate a personalized 60-second AI avatar video using the seller's name, property address, and tailored offer. Sent as HTML email with video thumbnail.
HeyGen APIPersonalizedWarm Leads
Document Generation Pipeline
📁
PDF Intake
S3 / monitored folder
🤖
Claude Parse
Extract → JSON in <60s
Validate
Pydantic schema check
📄
Generate Docs
Docupilot templates
✍️
e-Sign
Dotloop
💾
Archive
Supabase + Notion
Auto-Generated Document Types
DocumentStrategyTool
Purchase AgreementAllDocupilot + state templates
Assignment ContractWholesaleDocupilot + CRM data
Letter of Intent (LOI)Flip/MF (Multifamily)Claude Docs Agent
Repair Scope of Work (SOW)Flip/BRRRRClaude + GC (General Contractor) templates
DD Checklist (65 items)AllClaude Analysis Agent
Red Flag ReportAllClaude Analysis Agent
Lease AgreementRentalTurboTenant API
Investor Deck / PPM (Private Placement Memorandum)MultifamilyClaude Docs Agent
Claude API Doc Parser
POST /parse_document
{
  "file_path": "s3://docs/om_123main.pdf",
  "extract": ["noi", "cap_rate", "rent_roll",
    "unit_mix", "expenses", "t12"],
  "output_format": "json",
  "validate": true,
  "push_to_crm": true
}
→ Completes in <60s via Claude API
CategoryToolPurposeClaude IntegrationPriority
AI OrchestrationClaude Code (Anthropic)Core AI brain for all automationNative⭐ Core
Workflow Enginen8n (self-hosted)All automation orchestrationHTTP nodes + Claude API⭐ Core
DatabaseSupabase (PostgreSQL)Leads, deals, financials, logsMCP server⭐ Core
CRM (Customer Relationship Management)/PipelineREsimpliDeal pipeline, lead trackingZapier/webhook⭐ Core
Lead DataBatchData APIProperty + owner data at scalen8n HTTP node⭐ Core
Skip TracingREISkip / BatchLeadsOwner phone + contact enrichmentn8n HTTP nodeMonth 1
SMS MarketingTwilio / Launch ControlAutomated SMS sequencesn8n Twilio nodeMonth 1
Direct MailClick2Mail APIPostcards + letters at scalen8n HTTP nodeMonth 1
Deal AnalysisPropStream / DealCheckComps, property data, ARV (After Repair Value)Selenium / APIMonth 1
DocumentsDocupilot + DotloopContract gen + e-signingWebhook triggersMonth 2
Property MgmtTurboTenant / BuildiumTenants, rent, maintenanceAPI integrationMonth 2
AccountingQuickBooks + StessaBusiness bookkeeping + rentalsCSV export + ClaudeMonth 2
AI VideoHeyGen APIPersonalized video outreachn8n + HeyGen APIMonth 3
NotificationsSlack + TelegramTeam alerts and deal notificationsn8n Slack node⭐ Core
Month 1 — Foundation & Setup
  • Education
  • Strategy
  • Legal
  • Tech
  • Tech
  • Tech
  • Tech
  • Network
Month 2 — Lead Engine Live
  • Marketing
  • Tech
  • Tech
  • Tech
  • Finance
  • Legal
Month 3 — First Deal
  • Deals
  • Deals
  • 🎯 Goal
  • Scale

Lot Flipping Sub-domain

Buy vacant land below market, flip to retail buyers or builders. Lower capital, no rehab, remote-friendly. Powered by Flipping Mastery training + PropFlow automation.

Active Lot Deals
0
Getting started
In Underwriting
0
Parcels being analyzed
Agent Outreach
0
Waiting on response
Pipeline Value
$0
Estimated profit
Quick Actions
Training Center
Flipping Mastery Lot Flipper
Access structured training modules, deal guidelines, and agent scripts from the Lot Flipper program.
Deal Analyzer
Native lot underwriting
Analyze land deals with built-in profit calculator, margin checks, and pass/fail recommendations.
Deal Workflow
Lead to close pipeline
Track lot deals through 9 stages from lead capture to closing. Checklist-driven with linked resources.
Market Scan
RealtyBase live pipeline
Scan any US market for lot flip candidates via RealtyBase API. Enter any city, county, or zip — auto-scores against Jerry Norton 12-point criteria.

Recent Screening Results

Address List Price Listing Verdict Score Discount Lot Ratio Max Offer Offer
No screening results yet. Run the Deal Genie Screener or batch analyzer.

Agent Pipeline

Agent Brokerage Market Status Leads Deals Last Contact
No agents tracked yet. Add agents via the CLI tracker.

Recent Agent Leads

Address Agent List Price Acreage MLS Acted On Received
No agent leads yet.

Comp Research

Deal Comps Status Avg Sale Price Avg $/sqft Max Offer (25%)
No comp research started yet.
Core Training Resources
Training Progress
Learning Checklist
  • Foundation
  • Outreach
  • Analysis
  • Legal
  • Training
  • Software
Lot Flipper Core Tools
General Resources
Property Info
Pricing
Comp Data (Sold Homes in Area)
Contract Terms
Deal Genie Verdict
Enter deal details to screen
Jerry's 12-Point Checklist
-- Lot Size: under 1 acre
-- Zoning: buildable residential
-- Area home prices: $600K–$2M
-- Comps: minimum 5 sold
-- Comps: within ½ mile / same subdivision
-- Comps: sold within 12 months
-- Price/sqft: ≥ $250/sqft
-- Contract price: ≥ 10% below list
-- Lot price: 20–25% of new construction value
-- Property under contract
-- 10-day inspection clause
-- 1 lot per development
Discount from List
Lot as % of Home Price
Est. Build Cost/sqft
Est. Total Build Cost
Finder's Fee
$8,700
Max Offer (25% Rule)
Lot-Specific Legal Templates
Document Usage Guide
Contract Paths
Wholesale (Assignment):
Purchase Agreement + Assignment of Contract

Double Close:
Purchase Agreement (A→B) + Purchase Agreement (B→C)

LLC Transfer:
LLC Operating Agreement + Assignment of Membership Interest

Option:
Option to Purchase + separate sale/assignment
Important Notes
  • → Templates are starting points — always have attorney review
  • → State-specific requirements vary — verify local rules
  • → LLC assignment method avoids double transfer tax in some states
  • → Option contracts give control without ownership risk
  • → Keep all signed originals + digital copies organized per deal
1
Lead Captured
Parcel identified from county records, Deal Genie, agent referral, or other lead source. Basic property info recorded.
Not started
2
Parcel Research Initiated
Verify zoning, road access, utilities, flood zone, terrain, HOA, and tax status. Use county GIS and assessor data.
Not started
3
Agent Outreach Completed
Contact local agent using Lot Flipper Agent Script. Confirm market conditions, comparable sales, and demand for lots in the area.
Not started
4
Deal Screened Against Guidelines
Run parcel through Deal Guidelines criteria. Check margins, location quality, and exit viability. Use PropFlow Analyzer for numbers.
Not started
5
Offer Strategy Selected
Choose acquisition method: direct purchase, assignment, option, or LLC transfer. Set offer price based on analyzer output.
Not started
6
Contract / Document Path Selected
Select and prepare appropriate contracts from the document library. Get attorney review if needed.
Not started
7
Buyer Disposition Plan Selected
Determine exit: retail buyer, builder, investor, land marketplace, or agent-listed MLS sale. Set pricing and marketing strategy.
Not started
8
Closing Package Prepared
Assemble all documents, disclosures, and instructions for title company. Confirm buyer financing and closing date.
Not started
9
Deal Closed
Transaction complete. Record profit, update pipeline, and capture lessons learned for future deals.
Not started
Enter one market per line — any US city, county, or zip. Format: City, ST or County County, ST or 07030
Total Candidates
across markets
Fixable (10–11/12)
get under contract
Finder's Fee Potential
@ $8,700 per deal
Wholesale Leads
houses → wholesale
Last Scan
scan date

Candidates

Filter:
Address Market Type List Price Offer Price Acreage Discount Lot Ratio Max Offer 25% Score Verdict Action
No scan results yet. Enter markets above and click "Run Scan".
Jerry Norton's Top 20 Markets for New Construction Click to expand

Source: Flipping Mastery / Peter Conti & Jerry Norton. Search for lots in these markets on Zillow using: [City] [State] [ZIP] land for sale then filter: Land only, $50K-$300K, under 1 acre.

# Market Construction Starts Trend Zillow Search
1New York, NY$8.5B+16%Search
2Dallas, TX$5.2B+21%Search
3Houston, TX$4.8B+8%Search
4Washington, DC$4.6B+23%Search
5Atlanta, GA$3.6B+80%Search
6Los Angeles, CA$3.2B-4%Search
7Miami, FL$2.8B+36%Search
8Phoenix, AZ$2.6B+8%Search
9Boston, MA$2.6B+28%Search
10Chicago, IL$2.4B-5%Search
11Denver, CO$2.2B+15%Search
12Orlando, FL$2.2B+57%Search
13Seattle, WA$2.1B+25%Search
14San Francisco, CA$2.0B+15%Search
15Austin, TX$1.8B+33%Search
16Tampa, FL$1.7B+50%Search
17Baltimore, MD$1.6B+41%Search
18San Jose, CA$1.6B+63%Search
19Nashville, TN$1.5B+51%Search
20Philadelphia, PA$1.5B-20%Search

"As long as you have at least 5 new construction comps that have sold in the past year within a 3 mile radius of the subject lot — YOU ARE IN A GOOD AREA!" — Jerry Norton

Step 1 — Lot Details
Step 2 — Add Comparable Sales
Comp #1
Step 3 — Deal Genie Screening