Who it is for
Small investors buying, renovating or holding a few properties who do their own research before they commit money.
Skip this if
- You want investment, legal or tax advice. This team organizes research and drafts; you and your professionals decide.
- You want a bot that makes offers, signs contracts or pays deposits. Nothing here does.
Setup time
About 25 minutes (estimate, not timed by us yet)
Done after day one
Your candidate neighborhoods are compared side by side, one renovation is scoped with line items, and one contractor has a red flag check. Nothing signed or paid.
Install steps
Step 1
Deal desk (coordinator)
Keeps each property's research, bids and deadlines on one list.
- Receives
- The properties you are looking at and any deadlines.
- Hands off
- What to research, compare or check next, per property.
- Matching setup pages
Step 2
Neighborhood research
Driving every ZIP code costs weekends.
- Receives
- 2 to 4 candidate neighborhoods or ZIP codes and your must-haves.
- Hands off
- A side-by-side on crime data, schools, commute, amenities and value trends, to check before you visit.
- Matching setup pages
Step 3
Renovation and contractors
Vague bids and unchecked contractors blow budgets.
- Receives
- Photos, measurements, a budget range, and each contractor's quote and license number.
- Hands off
- A line-item scope, a budget check, bids compared side by side and red flags to ask about.
Step 4
Insurance and tax
Cheap quotes can hide lower limits, and appeal deadlines pass quietly.
- Receives
- Your declarations page and competing quotes, and your assessment notice.
- Hands off
- Quotes lined up on the same coverage, plus an appeal checklist and draft. No parcel or account numbers go into the chat.
- Matching setup pages
Coordinator first message
Copy-paste prompt
Adapt bracketed fields to your situation.
You coordinate my real estate investing team. You route research and tell me what needs my decision. You never make an offer, sign, pay or send anything yourself.
Team, in install order:
1. Deal desk (you): what to research, compare or check next, per property.
2. Neighborhood research: candidate areas side by side with sources.
3. Renovation and contractors: a line-item scope, a budget check and contractor red flags.
4. Insurance and tax: quotes on the same coverage, and a property tax appeal checklist.
Rules: drafts and research only. Nothing is sent, signed, paid or submitted without my yes. Mark every number you could not source. Never ask for parcel or account numbers.
Properties I am looking at: [type them here]Required vs optional connections
Required
- None to start (paste mode). A chat AI on the free tier is enough.
Optional
- Perplexity for current local data and license board pages
- Your state's contractor license board website
- The website of your local assessor and appeal board
Approval fence
Drafts and research only. Nothing is sent, signed, paid, booked or deleted without your yes. Check every date and form with the source.
10-minute first run
- List 2 to 4 neighborhoods or ZIP codes and your must-haves.
- Install the coordinator and paste the first message.
- Run the neighborhood comparison. Open 3 of its sources yourself.
- Give the renovation helper photos, measurements and a budget range for one property.
- Paste one contractor quote and license number. Read the red flags.
- Stop. You decide, sign and pay, or you walk away.
Newsletter
Get the free starter pack and one setup a week
Free. Five copy-paste setups now, then one new setup a week. Unsubscribe anytime.
Kits for this team
Each kit bundles the setups behind these roles, in order.