Industry Kit
Oi gives buyer's agents a connected crew of AI contexts, workflows, and guardrails that scores off-market listings against each brief and values them with Cotality-backed comparables — redacting internal fields on everything that reaches the client.
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 suite that surfaces off-market stock and evidence-backed comparables — with client-safe redaction on everything that leaves the room.
Includes:
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.
Inside the kit
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.
Ready-made for Buyer's Agents
Install the kit, connect your tools, and put every context, workflow, and guardrail to work — tailored to how your team actually operates.
