Prospect Prep Engine — Fictional Advisory Team
Fictional demonstration. Avery Example, Riley Sample and Jordan Demo are invented names. This sample does not identify a real client or engagement.
The painful part isn't the calling — it's the prep. Right now that's a TMS lookup, an MLS-to-tax punch-out, an OpenCorporates dig to get the human behind the LLC, a Forewarn check, a PropWire portfolio pull, a Land ID zoning check, an Invelo pass — then screenshots pasted into a slide and printed. This engine does that assembly for you: it reads your Trello cards, spots what's missing, pulls it from API-native property data, reconciles to the freshest and most-trusted value, writes it back to the card, and renders a printable one-pager you can hold while you dial. You walk in and make calls.
Built by Intent Solutions · concept for discussion · 2026-06-01
↓ Account & credential setup (PDF) — fictional account setup checklist
How it works
concept topology · grounded in the 2026-05-27 call + 2026-06-01 email- often missing: phone numbers
- owner hidden behind an LLC
- no zoning / no portfolio yet
- every field carries its source + date
- low-confidence values flagged, not hidden
- printable one-pager attached
- nightly sweep of the board
- or an ad-hoc batch before a call block
- GET cards
- parse fields
- Trello REST
- find empty
- find stale
- gap list
- PUT field
- attach PDF
- move list
- tax record = authoritative ownership
- skip-trace = phones · newest wins ties
- Claude Haiku 4.5 agent ≈ $0.01 / property
- PDF (or PowerPoint, if you'd rather keep editing)
- LLC → true owner · up to 8 phones
- absentee / senior / pre-foreclosure flags
- REST API + MCP server · replaces Forewarn
- Example service area; coverage must be checked
- REST parcel API · replaces Land ID
- 9,000+ attributes · portfolio by owner
- REST + MCP · often removes the MLS punch-out
- one page per property
- replaces manual screenshot → PowerPoint
- scratch the number · drop it in the "June" folder
- no computer mid-call
What this replaces
The exact loop you walked through on the call — seven systems, screenshots, and a printed slide per property — collapses into one pass you don't run by hand.
Today — the manual loop (per property)
- Start with a
TMS/APN → MLS punch-out to CRS Tax for the owner entity. - Entity is an LLC → OpenCorporates to find the human (registered-agent digging).
- Forewarn for phone + background (SMS 2-factor every time).
- PropWire for the owner's other properties; Land ID for zoning + water/environmental.
- Invelo to consolidate — but it still ends in screenshots.
- Paste shots into a PowerPoint slide → print → mark up by hand. Then, finally, dial.
With the engine
- A Trello card goes in. The engine detects what's missing and pulls only that.
- Owner-behind-LLC, phones, portfolio, zoning, tax — fetched from API-native sources in one pass.
- Conflicts resolved by your trust hierarchy; every value tagged with its source + date.
- The screenshot-and-paste-into-slides step is gone — it renders the one-pager for you.
- Locked sources (Forewarn 2FA, the local MLS) get flagged to a short manual queue — not faked.
- You keep your exact call-sheet habit. You just don't build it by hand anymore.
Built for your market
Fictional Example Metro flex-industrial & triple-net scenario. The team, territory and sample figures illustrate the workflow; they do not describe a real client or live assignment.
The math the engine feeds
- Flex valuation is simple:
NOI ÷ cap rate. The play is buy vacant → sign a triple-net lease → revalue. - Example: a 5,000 sq ft building at ~$11/sq ft NNN ≈ $50–70K NOI → roughly $1.0–1.4M at a 5% cap.
- The engine surfaces the true owner + their whole portfolio, so you go direct instead of through a wholesaler.
Who you're calling (the motivation flags)
- Absentee / out-of-state owners — fatigued from remote management.
- 10+ year tenure — purchase thesis exhausted, stuck on below-market rents.
- Senior / estate owners — succession friction, want liquidity not management.
- These are exactly the flags BatchData & ATTOM surface — direct outreach converts far higher than broker leads.
What it costs to run
Per-property unit economics, not a fixed subscription. The expensive part of competitors — per-task automation fees — is gone, because there's no Zapier/n8n in the loop. Figures are 2026 vendor-published rates; confirm before committing.
Honest budgeting note: the data providers carry monthly floors at volume (BatchData skip-trace plans start around $2k/mo for 100k traces; Regrid/ATTOM are quote-based). For your volume, pay-as-you-go per-lookup keeps it to a few dollars per call-session — subscriptions only pay off once you're running thousands of properties a month.
Component details
Trello — the spine
- Read and written via the Trello REST API:
GETcards,PUTcustom fields, attach the PDF. - Custom Fields require the paid Standard plan; API allows ~300 requests / 10s — plenty for a board.
- Enriched cards move to a "Ready to dial" list so you see what's prepped at a glance.
- Same board works for the team (Avery Example, Riley Sample, Jordan Demo) — no new login to learn.
Reconciliation — the brain
- For each card, detects which fields are empty or stale, then fetches only those.
- When sources disagree, your trust hierarchy decides the winner — your call, field by field.
- Tax record = authoritative ownership; skip-trace = phones; newest timestamp breaks ties.
- Runs as rules in code, or hands the judgment to a Claude Haiku 4.5 agent at ≈
$0.01/property.
Data providers — 7 manual tools → 3 APIs
BatchData— skip trace, LLC→owner, up to 8 phones, motivation flags. REST + official MCP. Replaces Forewarn + PropWire.Regrid— parcel, standardized zoning, environmental. Covers the fictional demonstration service area. Replaces Land ID.ATTOM— ownership + tax with "Transparent Owner" LLC resolution; Estated folds into it in 2026. Often removes the MLS/CRS punch-out.- All plain REST — no middleware, no scraping fragile sites.
The 80/20 reality — said straight
- API-friendly sources auto-fill. The locked ones get flagged, not faked.
- Forewarn (SMS 2-factor) and the example MLS (board login) don't automate cleanly.
- Those land in a short "needs a manual check" queue for you or the VA.
- Aggregator contact match runs ~76% — low-confidence values are flagged for your eyes, never silently trusted.
The one-pager — the thing you touch
- Every enriched card renders to a clean, print-ready
PDF— one page per property. - Or
PowerPoint, if you'd rather keep tweaking in the format you build today. - This is the screenshot-and-paste-into-slides job, done for you.
- Print it, mark it up, work the call sheet exactly how you do now.
Runtime + ownership
- A small service in
TypeScriptorPython, on your Contabo VPS. - Scheduled by a
systemd timer/ cron — no n8n, no Zapier, nothing extra to subscribe to. - Code your team owns and can read; Trello + the data APIs are the only outside parts.
- Start with one board (the populated land board), prove one property end-to-end, then widen.
Fictional public demonstration. People, team relationships, territory labels and market figures are invented or illustrative. Provider names describe the historical concept; check current plans, permitted uses, coverage and prices directly with each provider. No real client, owner data or credentials appear on this page.