THE OPPORTUNITY ENGINE
How Intelligent Real Estate CRM Turns Data Into Deals
(vs. How Everyone Else Just Sprays & Prays)
PHASE 1: Data Intelligence
ATTOM Property Intelligence
Lead Intelligence (Scoring)
Network Intelligence (Relationships)
Gov Records (Distress Signals)
PHASE 2: Mission Control Orchestration (The Connective Tissue)
Composite OpportunityScore
Auto-Route to Pipeline
Convert & Assign
PHASE 3: Smart Campaign & Deal Creation
Auto-Create Deals
Add to Campaigns
Portal Collaboration
OUTCOME: Higher Response Rate, Fewer Wasted Leads, Faster Closes
Traditional CRM vs. Opportunity Engine
| Metric | Traditional CRM | Opportunity Engine |
|---|---|---|
📈Response Rate | 0.5% | 10%+ |
⏰Time Per Deal | 10-15 hours | 1-2 hours |
🎯Missed Opportunities | 30-40% | 5-10% |
🏆Close Rate | 5-8% | 15-25% |
THREE PERSONA WORKFLOWS - Expandable Cards
The Flow:
1
Search: "3-bed under $400k in this area"
AI-powered property discovery with scoring2
Property Intelligence scores by:
undervalue %, DOM, neighborhood trends3
Lead Intelligence checks:
Have you worked with owner? Network connection?4
Mission Control: Scores opportunity, prepares analysis
Composite score + explainability breakdown5
Portal: Share with client (tracked engagement)
Client portal with analytics6
Campaign: "Next, schedule showing"
Automated follow-up campaignsResult:
3 highly-relevant properties, not 50 maybes. Auto-routed to deals when qualified. Client sees: "This was picked for YOU, here's why"The Flow:
1
Set Criteria:
"BRRRR properties, <$200k, 50%+ equity, good rental market"2
Continuous Monitoring:
Runs nightly (ATTOM + gov records + market trends)3
Property Intelligence: Scores each match
(opportunity %)4
Network Intelligence:
"Is owner in your contact network?"5
Mission Control: Auto-pulls deed, permits, rental AVM, title signals
Key due diligence docs where available6
Alert: "3 new matches, ranked by opportunity score"
Priority notifications7
Portal: Full analysis + network intro path
Comprehensive deal room8
Campaign: "Make intro" or "Direct outreach"
Personalized outreach automationResult:
Investor never misses a deal + warm introductions when possible. Auto-routed to pipeline when score threshold met. Time saved: 20+ hours/week of manual researchThe Flow:
1
Set Up:
"Recent sales, likely to refinance, estimate equity potential"2
Continuous Monitoring:
Gov records + ATTOM equity trends3
Lead Intelligence: Score refi likelihood
(equity %, rate comparison, timeline)4
Mission Control: Calculates refi savings, prepares estimate
Automated financial analysis5
Alert: "12 new prospects this month"
Est. equity: $85k, Est. savings: $300/mo6
Portal: Prospect sees offer, pre-qualifies, applies
Self-service application portal7
Campaign: "Follow up on application"
Automated nurturing campaignsResult:
Officer only contacts people with proven equity + motivation. Response rate: 5-10% (vs. 0.5% mass mailing)MISSION CONTROL: THE CONNECTIVE TISSUE
What Makes It Different
"Mission Control is the nervous system that connects everything:It doesn't just pull data—it CONNECTS, SCORES, and ROUTES in real-time.
When a property enters the system, Mission Control automatically:✓ Computes composite OpportunityScore (property + lead + network + timing)✓ Checks routing thresholds from your Search Agent config✓ Auto-converts leads to contacts when qualified✓ Auto-creates deals in target pipeline/stage✓ Adds contacts to campaigns for nurturing✓ Stores score breakdown for full explainability
Property Intelligence (40%)
OpportunityScore
MAO calculations, ARV confidence, rehab estimates feed composite scoreLead Intelligence (25%)
OpportunityScore
Lead scores, engagement signals, conversion likelihoodNetwork Intelligence (20%)
OpportunityScore
Relationship scores, warm paths, introduction opportunitiesTiming Signals (15%)
OpportunityScore
Days on market, listing status, market velocity indicatorsSearch Agent Config
Auto-Routing
When score ≥ threshold: convert lead, create deal, add to campaignOPTIONAL POWER-UPS
Turbocharge Your Opportunity Engine
The Opportunity Engine works great out of the box. Add power-ups to multiply your results with AI-powered outreach, scheduling, coaching, and campaigns.AI Dialer
Supercharge your outreach velocityWorkflow: Search Agent finds leads → AI Dialer calls them → Transcripts auto-attach to contact
Digital ISA
Never miss an opportunityWorkflow: Lead hits threshold → Digital ISA engages → Qualified meeting on your calendar
AI Sales Coaching
Close more deals with real-time guidanceWorkflow: AI Dialer connects → Sales Coaching whispers guidance → Win rate increases
SmartMail AI
Email intelligence that convertsWorkflow: Opportunity identified → SmartMail crafts perfect email → Sends at optimal time
Campaign Hub+
Multi-channel campaign masteryWorkflow: High-score leads → Campaign Hub+ targets across channels → Maximum touchpoints