A daily follow-up desk
Bring together past-client notes, inquiries and promised callbacks. Get a prioritized queue with the reason for each task, the person responsible and a draft note to review.
Custom research & prospecting workflows
Your market.
Your criteria.
Your way of working.
Turn property data, company research and the relationships you already have into something useful.
A buyer’s shortlist. A realtor’s follow-up queue. A prospecting call sheet. A thoughtful introduction. We build the workflow around your business—and deliver the output where you work.
Explore local examples below. The live property sandbox is a separate demonstration.
The output is the point
Less assembly.
More prepared conversations.
IN
Your starting material
A spreadsheet, property list, CRM, company domains or relationship notes.
DO
Your rules, applied consistently
Clean up records. Match criteria. Prioritize. Fill the important gaps.
OUT
Something your team can use
A client pack, shortlist, call sheet, introduction brief or handoff queue.
CONFIGURED PER PROJECT · OUTPUTS BELOW ARE ILLUSTRATIVE
Start with the way you workLocal & metro agentsInvestors & deal teamsProspectorsRelationship builders
Explore what we can build for your business
Open a guide for workflow ideas, useful outputs and the choices we can tailor to you.
Local & metro agents
Build a working day around your clients, neighborhoods and team. A solo coastal agent might need a relationship desk; a metro team might need consistent intake and clear ownership of every next step.
Buyer and seller client packs
Combine client preferences, permitted property records and your local knowledge into property comparisons, meeting briefs or draft neighborhood updates in your voice.
Intake and team routing
Organize inquiries from your existing sources, flag possible duplicates and route work by territory or specialty. Scope the handoff into the CRM or board your team uses.
Make it yours: towns and neighborhoods, buyer criteria, team assignments, follow-up timing, brand voice and delivery format. Start with your contact export, inquiry sources or current daily checklist.
Custom build possibilities. Data access, client preferences and any CRM connection are confirmed during scoping.
Investors & deal teams
Turn your investment criteria and incoming opportunities into a consistent screening and diligence process, from a single buyer's shortlist to a team's acquisition queue.
A buy-box shortlist
Filter supplied or sourced properties by your asset type, geography, price and other agreed criteria. See why each property fits, misses the rules or needs more information.
A deal comparison packet
Bring property facts, ownership research, comparable evidence and explicit cost assumptions into one review. Include scenario calculations and a diligence checklist where useful.
A shared acquisition queue
Keep sourcing notes, review decisions, next actions and responsibility with each candidate. Scope refresh rules and a spreadsheet, dashboard or CRM destination.
Make it yours: buy box, property types, deal stages, exclusion rules, financial assumptions, reviewer roles and output format. Start with a few example properties and the decisions your team makes today.
Custom build possibilities. Criteria matches support screening; they do not establish availability, valuation or a return. Required source fields are checked for the selected market.
Prospectors
Start with a target profile, a property list or a stack of prospect cards. Build a repeatable path from scattered research to a prepared conversation.
A focused research list
Clean and deduplicate your records, apply your target criteria and fill useful gaps from appropriate property or business sources. Keep source dates and reasons for inclusion.
A printable call sheet
Package the property or company, relevant contact role, recent context and questions to ask into a one-page brief. Keep unresolved facts visible before the conversation.
A refreshed prospect queue
Scope scheduled checks for stale or missing fields, priority rules and draft preparation. Deliver the next batch to a spreadsheet, board or CRM review queue.
Make it yours: territory, asset or business profile, roles to research, source order, exclusions, refresh frequency and research budget. Start with the list or board you already use.
Custom build possibilities. A found contact does not establish ownership or permission to contact them. Message delivery is a separate integration.
Relationship builders
If your business starts with knowing who can help, organize that knowledge into useful introductions and reliable follow-through. Build around relationships you supply, from past clients and referral partners to local service providers.
A who-needs-what board
Organize explicit requests, specialties, markets and known relationships. Surface possible connections with a clear reason and the context that supports the suggestion.
An introduction brief
Prepare who to connect, why the introduction may help and what information each person has agreed to share. Draft the introduction for your review.
A follow-through desk
Track the person responsible, agreed next step, reminder date and outcome. Prepare meeting notes and reconnection prompts from your own relationship history.
Make it yours: partner categories, geography, matching rules, sharing preferences, follow-up timing and your style of introduction. Start with an authorized contact list and notes about the relationships you actually know.
Custom build possibilities. Connections come from supplied relationship evidence; the workflow does not invent who knows whom or automatically share contact details.
Shape it around your business
What should land on your desk?
Choose a starting point, add your market and tell us what matters. The example changes to show the kind of work we can scope together.
These fields shape a local example. Nothing is submitted until you send your brief below. A new starting point preserves what you have typed.
ILLUSTRATIVE OUTPUTFictional records · No provider call
About this example and live integration
The same building blocks. Your own workflow.
From scattered information to a useful handoff.
We choose the sources, rules and destination to fit the job. Your existing tools and relationships can be the starting point.
Buy-box matching · Refreshed prospect lists · Call and meeting prep · Inquiry routing · Relationship reminders · Market and client briefings · CRM and board handoffs
Bring a list, a CRM, inquiries, relationship notes or available data feeds.
Normalize addresses and names. Keep distinct people and properties distinct.
Apply your market, buy box, relevance rules and exclusions.
Fill useful gaps through authorized sources; keep the source beside the fact.
Prepare the brief, call sheet, comparison, draft or client pack.
Route to the agreed person, review queue or connected system.
Try a simple rule
Watch a buy box become a shortlist.
Change two criteria and the list updates immediately. This small example filters on asset type and asking price, then sorts the eligible records by price.
FICTIONAL FIXTURESSix invented properties · Not live listings, valuations or investment advice
Why other records were excluded
Only records with a stated asking price can pass. This demonstration ranks by price, not investment quality. A real project can add your own size, geography and other supported criteria.
Different people. Different deliverables.
Built around the person doing the work.
These earlier workflow concepts show why a local realtor and a commercial prospector need different systems.
Mandy’s journal is a published content example. The design audition and Scott’s workflow are historical concepts, not evidence of current integrations. Their market figures, provider claims, performance assumptions, architecture and pricing have not been validated for this project.
What is connected today, and what gets configured for your project?
We scope coverage, access and useful fields before building a live workflow. The interactive examples above use local fictional data; they do not imply all providers or handoffs are connected.
BatchDataWORKING SANDBOX
Try property search below. The sandbox returns test records; production coverage and dataset access need separate validation.
Apollo + HunterENGINE ADAPTERS
Company and contact enrichment plus business-email discovery are implemented in the engine. This public page does not run those accounts.
DealMachinePROPOSED CONNECTION
A candidate for property and owner research. Account access, field mapping and an end-to-end adapter still need validation.
CRE + flexWORKFLOW DESIGN
The examples above define the intended dossiers. Commercial property rules, owner/occupier matching and live evidence are further integration work.
Residential + B2BEXISTING ENGINE PATHS
Research, checks and draft review have engine support. Live source coverage and model qualification still determine which runs are ready.
Delivery + CRMSEPARATE INTEGRATION
Choose the review process and destination during pilot scoping. The workflow examples do not send outreach or write to a CRM. The inquiry form below sends your brief to our team.
Try the data connection
Open the property-data desk.
This is an actual BatchData sandbox connection. Its test records may be unrelated to the market you enter. Use it to inspect the response, available fields and dataset limits. These records do not form a live prospect list.
Find sandbox properties
Checking sandbox connection…
Inspect the API request
Up to five records per request. Previewing makes no call to BatchData.
Choose Preview request to inspect the search.
Sandbox property records
Test environment · Not verified prospectsInspect a test record.
Select Search sandbox to see returned fields. You can also preview the request without calling the provider.
View complete API response
A returned contact or DNC result does not establish permission to contact someone. The sandbox has shared request limits.
Let’s scope your version
Bring the workflow you wish you had.
Tell us what you want to find, organize or act on. Send the brief you shaped here, and our team can review the sources, tools and next step with you.
Start with one useful output: a shortlist, a follow-up desk, a client pack or something your business needs.
Sending starts a project conversation. It does not place an order or subscribe you to marketing emails.
Prefer email? jeremy@intentsolutions.io