A connected crew of Contexts, Workflows, and Guardrails that matches off-market listings to each brief and prices them from Cotality evidence, with internal fields stripped before anything reaches a buyer.
For buyer's agents and advocates running several active client briefs at once.
Contexts
4
Off-Market Property Search, Comparable Sales Analysis, Due Diligence Assistant, Auction Strategy Advisor
Workflows
3
Weekly Off-Market Sweep, New Buyer Onboarding, Shortlist to Inspection
Guardrails
3
Client-Safe Redaction, Verified Data Only, Conflict Disclosure Guard
Score every off-market listing against a buyer's brief and write back the top 8 recommendations.
Pull recent comparable sales and estimate a fair-value range for any target property.
Internal-only fields — scores, commissions, vendor notes — never reach buyer-facing output.
Every property fact must cite a connected source like Cotality — no fabricated figures or guessed prices.
Run Off-Market Search for every active buyer, then email each a tailored shortlist.
Capture the brief, create the Zoho CRM record, and kick off the buyer's first search.
Google WorkspaceApproved Gmail and Calendar access via Google's hosted MCP.
CotalityApproved property-intelligence access via Cotality MCP.
ZohoApproved pipeline access to leads and deals via Zoho MCP.
A buyer's agent is paid for two things clients cannot do themselves: reaching stock that is not advertised, and knowing what it is actually worth. Find the right property before it hits a portal and the fee justifies itself. Get the value wrong in front of a client and the referral pipeline dries up.
Off-Market Property Search scores every off-market listing against a brief and writes back the top eight. Comparable Sales Analysis estimates a fair-value range from recent sales, the Due Diligence Assistant pulls characteristics, zoning, and sales history into a pre-offer summary, and the Auction Strategy Advisor sets a bidding limit and walk-away point from verified results. The Weekly Off-Market Sweep runs every active buyer's search and emails each one a shortlist. New Buyer Onboarding captures the brief and opens the Zoho record, and Shortlist to Inspection books the walk-through with a client-safe comparables brief.
Every active buyer gets a shortlist each week without anyone running searches by hand. Offers carry a cited value rather than a feel. What leaves the room is already redacted.
Score every off-market listing against a buyer's brief and write back the top recommendations — the stock clients engage you to reach.
Pull recent comparable sales from Cotality and estimate a fair-value range for any target — an offer backed by data, not a hunch.
A redaction guardrail keeps internal fields — scores, commissions, vendor notes — out of buyer-facing output, and a verified-data guardrail cites every property fact.
What drives the business: A buyer's agent earns on two things clients can't do themselves: access to stock that isn't advertised, and a defensible read on what it's worth. The edge is finding the right off-market property before it hits a portal and backing the offer with evidence — while never letting internal fields like vendor notes, scores, or commissions cross into buyer-facing output. Speed builds the pipeline; verified data and client-safe redaction keep the trust that referrals depend on.
What's inside
Off-Market Search surfaces the stock, Comparable Sales Analysis values it from Cotality, the Weekly Sweep keeps every active buyer supplied, and the redaction and verified-data guardrails make sure only client-safe, cited output ever leaves the room — so access and trust compound into referrals.
Contexts
Score every off-market listing against a buyer's brief and write back the top 8 recommendations.
Pull recent comparable sales and estimate a fair-value range for any target property.
Pulls property characteristics, zoning, and sales history from Cotality into a pre-offer due-diligence summary, flagging anything that needs a closer look.
Reads comparable results and the client's brief to recommend a bidding limit and walk-away point, grounded in verified recent sales.
Workflows
Run Off-Market Search for every active buyer, then email each a tailored shortlist.
Capture the brief, create the Zoho CRM record, and kick off the buyer's first search.
Client approves a shortlisted property → inspection booked via Calendar → a client-safe comparable-sales brief prepared for the walk-through.
Guardrails
Internal-only fields — scores, commissions, vendor notes — never reach buyer-facing output.
Every property fact must cite a connected source like Cotality — no fabricated figures or guessed prices.
Flags any property where an undisclosed referral or vendor relationship exists, so conflicts are surfaced before a recommendation reaches the client.
The numbers it moves
Right-fit stock surfaced before it hits a portal.
Every value cited to a connected source.
Internal fields redacted before anything leaves the room.
Brief to first shortlist in one pass.
Connects to
Google WorkspaceGmail and Calendar for buyer shortlists and inspection bookings — the client-facing side of every search.
CotalityProperty intelligence — prices, characteristics, and sales history — the cited source behind every valuation.
ZohoThe buyer pipeline — briefs, leads, and deals — where every active client and search is tracked.
DomainLive on-market listings and sold results to round out comparables and spot when off-market stock is about to surface publicly.
Releases
Shipped the sourcing and valuation crew with the weekly sweep, onboarding, and inspection workflows, so every active buyer gets a cited, client-safe shortlist without a manual search.
Gets progress claims out by the monthly cut-off and prices variations before they vanish into scope. Works from Procore RFIs and the drawing register, MYOB cost codes, and Breadcrumb inductions. Never claims a variation without referenced scope evidence.
4 contexts · 3 workflows · 3 guardrailsHandles renewals, maintenance, and tenant correspondence at volume without a compliance slip. Works from PropertyMe tenancies and lease dates, the Xero trust ledger, and Tapi work orders. Never sends a notice that breaches your state's tenancy Act.
4 contexts · 3 workflows · 3 guardrailsTurns appraisals into signed mandates and enquiries into buyers, with every price traced to comps. Works from Zoho appraisal records, Domain sold prices, and realestate.com.au enquiries. Never quotes a price guide without verified comparable sales.
4 contexts · 3 workflows · 3 guardrailsGet started
Load one brief and see what the first sweep surfaces.
