The Estate Man Assistant

ONLINE

ASSISTANT

THE ESTATE MAN · INTELLIGENCE SYSTEM

SYSTEM READY

▸ LIVE BRIEFING

▸ SYSTEM ONLINE · SYNCING PIPELINE...

📥 INTAKE

📡 FIRE

🧠 INTEL

✍️ OFFER

🔔 ALERTS

🔴 BLAST

⚙️ SETTINGS

—

LEADS

—

HOT

—

MIDDLEMEN

—

MEMBERS

▸ EVENT LOG

MONITORING

ALL SYSTEMS NOMINAL

SYSTEM ALERTS

The Estate Man

Member Portal

Join

SELLERS

THE ESTATE MAN · MOTIVATED SELLER PIPELINE

PIPELINE READY

      TRANSACTION LIFECYCLE
    

ENRICHED

SKIP TRACED

OUTREACH

TEXT SENT

AI CALL

SOFIA DIALED

APPT SET

BOOKED

CONTRACT

UNDER CONTRACT

        🔒 AUTONOMOUS OUTREACH · PENDING TWILIO VERIFICATION

        Manual calls active · Switch auto-enables on clearance

    LOADING...
  

📥 PIPELINE INTAKE

UPLOAD · SCORE · ENRICH · FIRE

📥

DROP LEAD FILES HERE

PROPWIRE · BATCH SKIP TRACE · COUNTY RECORDS · ANY CSV

📡 CAMPAIGN FIRE

ONE-CLICK OUTREACH TO QUALIFIED LEADS

✏️ MANUAL ENTRY

ADD A SINGLE LEAD MANUALLY

OWNER NAME

PROPERTY ADDRESS

CITY

ZIP

PHONE

EMAIL

EQUITY %

LEAD TYPE

📋 FOLLOW-UP TRACKER

ACTIVE SEQUENCES · TOUCHPOINTS DUE TODAY

NO ACTIVE FOLLOW-UP SEQUENCES
SEQUENCES AUTO-START AFTER FIRST OUTREACH

📊 WS SCORE DASHBOARD

COMPASS SCORING · DISTRESS SIGNAL BREAKDOWN

UPLOAD LEADS TO GENERATE COMPASS SCORES

💎 GOLDMINE

SCORE ≥ 85 · HIGHEST SIGNAL PROPERTIES

🚩 FLAG LEAD

MANUALLY FLAG HIGH-PRIORITY LEADS

SEARCH LEAD TO FLAG

BUYERS

THE ESTATE MAN · ACTIVE BUYER NETWORK

NETWORK READY

    💼 Upload buyer CSVs or add buyers manually. System auto-detects Cash, Hard Money, Private Money buyers.
  

⚡ ADD BUYER

CAPTURE BUYER PROFILE · BUY BOX · CRITERIA

FULL NAME

EMAIL

PHONE

BUYER TYPE

TARGET CITIES / AREAS

MIN PRICE

MAX PRICE

PROPERTY TYPES

CONDITION / NOTES

PROOF OF FUNDS

📨 OFFERS INBOX

ALL OFFERS · ADMIN EYES ONLY

NO OFFERS RECEIVED YET

LIVE COMP LOOKUP & ARV ENGINE

REAL COMPARABLE SALES · AI ARV ESTIMATE · OFFER CALCULATOR · SOUTHERN CALIFORNIA

    📊 Enter any property address in Southern California. The system searches for recent comparable sales, analyzes them, and generates a data-backed ARV estimate. The offer calculator then produces your cash offer, MAO, and assignment fee — all anchored to real market data, not guesses.
  

SUBJECT PROPERTY ADDRESS

BED / BATH

SQ FT

YEAR BUILT

PROPERTY TYPE

CONDITION

COMP RADIUS

REPAIR ESTIMATE (FOR OFFER CALCULATION)

ESTIMATED REPAIRS ($)

CLOSING COSTS ($)

HOLDING COSTS ($)

TARGET PROFIT ($)

COMP LOOKUP HISTORY

NO COMP LOOKUPS YET

A.I. OFFER WRITER

CASH · SELLER-FINANCE · SUBJECT-TO · HYBRID · ALL 4 STRUCTURES

💵 CASH

📅 SELLER FINANCE

📋 SUBJECT-TO

⚡ ALL 4

SELLER NAME

PROPERTY ADDRESS

OFFER PRICE ($)

ESTIMATED ARV ($)

SELLER SITUATION

TIMELINE

NOTES FOR A.I. (TONE, CONCESSIONS, CONTEXT)

🔐 ESCROW CENTER

TRANSACTION TRACKING · DEAL LIFECYCLE

FUNDS HELD

PROOF PENDING

RELEASED

FEES EARNED

NO ESCROW TRANSACTIONS YET

💳 PAYMENTS

STRIPE INTEGRATION · TRANSACTION HISTORY

CONFIGURE STRIPE IN SETTINGS → API CONNECTIONS

📈 MULTI-COMP ANALYSIS

COMPARE MULTIPLE PROPERTIES SIDE BY SIDE

RUN COMP LOOKUP FIRST · RESULTS APPEAR HERE

📧 EMAIL WATERFALL

BREVO · MAILEROO · SENDPULSE · FAILOVER

CONFIGURE EMAIL PROVIDERS

BREVO API KEY

MAILEROO API KEY

FROM NAME

💬 SMS ENGINE

TWILIO · TOLL-FREE VERIFIED

ACCOUNT SID

AUTH TOKEN

FROM NUMBER

🎯 CAMPAIGN CONTROL

ACTIVE CAMPAIGNS · SEQUENCE MANAGEMENT

ACTIVE

SENT TODAY

REPLIES

ACTIVE SEQUENCES

🔥 HOT LEADS — 3-TOUCH SMS + EMAIL

Day 1: SMS · Day 3: Email · Day 7: Voicemail drop

ACTIVE

⚡ WARM LEADS — 5-TOUCH NURTURE

Email sequence over 21 days · Monthly check-in

ACTIVE

🧠 MIDDLEMEN — OUTREACH + FOLLOW-UP

Initial intro + NDA + deal alert sequence

PENDING TWILIO

⏱ DAILY SCHEDULE

OPEN ONCE A DAY · FIRE ALL DUE · 60 SECONDS

SELLERS DUE

BUYERS DUE

MIDDLEMEN DUE

📝 CALL SCRIPTS

COLD CALL · SMS · VOICEMAIL · EMAIL · DOOR KNOCK

SELECT LEAD TYPE

SELECT A LEAD TYPE ABOVE TO VIEW SCRIPTS

📈 QUOTA DASHBOARD

DAILY · WEEKLY · MONTHLY TARGETS

QUOTA DATA POPULATES AS OUTREACH FIRES

✉️ MESSAGE CENTER

COMPOSE · SEND · TRACK

MESSAGE CENTER LOADS AFTER TWILIO ACTIVATION

INTEL

THE ESTATE MAN · MIDDLEMEN INTELLIGENCE ENGINE

5 COUNTIES · 12 PROFESSIONS · AWAITING SWEEP

TARGET COUNTIES — ALL 5 ACTIVE

📍 LOS ANGELES 📍 RIVERSIDE 📍 SAN BERNARDINO 📍 ORANGE 📍 SAN DIEGO

SOURCE LIBRARY — BY PROFESSION

🏦ESCROW / TITLE OFFICERS

CA Dept of Insurance County Recorder Transfers Google Places API

County recorder grant deeds → extract escrow officer names → CA DOI license lookup → score by transaction frequency

🔨CONTRACTORS

CSLB Public Data Portal City Permit Portals Google Places API

City permit portals last 30 days → extract contractor + license → verify on CSLB → score by permit volume

💰LENDERS / HARD MONEY

NMLS Consumer Access County Recorded Mortgages

NMLS registry by county → county recorder deed of trust → extract lender names → score by recency

🔍INSPECTORS / PEST CONTROL

CA CRISB InspectExpress CA Google Places API

InspectExpress CA by county → CRISB license lookup → Google Places cross-reference → score by rating

⚖️ATTORNEYS (PROBATE / REAL ESTATE)

CA State Bar County Probate Filings Foreclosure Filings

CA courts public case search → probate + UD + foreclosure last 90 days → CA State Bar verify → score by case frequency

⚡ AUTO-SWEEP: ACTIVE — runs daily at page load

TOTAL FOUND

A-GRADE

B-GRADE

OUTREACH SENT

SIGNED UP

      NO MIDDLEMEN SOURCED YET

      Click RUN FULL INTELLIGENCE SWEEP to start sourcing across all 5 counties.

🔗 MIDDLEMEN CRM

JV PARTNERS · AGENTS · WHOLESALERS · SERVICE PROS

    🔗 Middlemen include any service provider — wholesaler, contractor, inspector, lender, title, pest control, and more.
  

NAME	PROFESSION	CONTACT	STATUS
NO MIDDLEMEN — UPLOAD CSV OR RUN INTEL SWEEP

🚧 CODE VIOLATIONS

AUTO-ENRICHMENT · ARCGIS · SOCRATA · IE JURISDICTIONS

▸ AUTO-ENRICHMENT STATUS

      Code violations run automatically on every lead uploaded via Pipeline Intake.

      IE jurisdictions checked: Fontana, Ontario, Rancho Cucamonga, San Bernardino, Riverside, Upland, Rialto, Colton

      Matched violations add +15 pts to Compass score automatically.

      Status: ACTIVE · RUNS ON EVERY UPLOAD

MANUAL LOOKUP

MARKETPLACE

THE ESTATE MAN · SERVICE EXCHANGE · DEALS · SECURED TRANSACTIONS

MARKETPLACE ACTIVE

    🏪 THE ESTATE MAN MARKETPLACE

    Middlemen list and request services. The platform matches supply to demand.

    Payment is collected upfront through platform escrow — funds release only on completion.

    Your platform fee is taken automatically at payment. Silent, before work begins.

    JV deals are tracked here. External escrow handles the actual closing — you push status updates to partners.

SERVICES

JV DEALS

PROVIDERS

TRANSACTIONS

        NO SERVICES LISTED YET

        Middlemen will list their services here once onboarded via Intel Sweep.

🌿 REFERRALS

35% LIFETIME REFERRAL BENEFIT · PROFESSIONAL NETWORK

    🌿 Professional buyers who own 5+ assets or complete 5+ transactions/month receive

    35% lifetime referral benefit on deals they bring to the platform.

    Referral tracking is automatic once they're added to the Professional tier.

NO REFERRAL PARTNERS YET

Seller

Buyer

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