Workflow RecipesThe guide follows the durable records behind this workflow. Opening a page does not prove a step; the server checks the exact workflow chain after every change.Review buyer profiles manuallyLocal learning progress only. No recipe action has started in this browser.
Quest log
Beginner / Intermediate / Advanced
Practice / Manual / AI-assisted
Workspace access required
Investor
Wholesaler
Operations Lead
Complete a reviewed Buyer Network handoff
Review one buyer’s criteria and funding, bind a ranked match to an exact Property Intel version, shortlist, prepare a non-sending package, record manual handoff and response, then associate the reviewed result with the unchanged deal.Guided Complete a reviewed Buyer Network handoff
Server verified
Beginner
Beginner guidance
Purpose, terms, evidence, safety, and the exact next click. The underlying workflow and confirmation boundaries stay the same.Access And Alternatives
The reviewed chain requires Buyer Network access, one exact deal, one buyer, and one attached Property Intel version.Can I try sample data?
Authenticated local testing has a bounded fixture; no global-demo package, handoff, or response path is proven.Can I do it manually?
Review criteria and funding, rank the exact analysis version, shortlist, prepare a non-sending package, and record each later boundary separately.Can the assistant prepare it?
The assistant enforces Buyer Network access, resolves the exact shortlist and package lifecycle, and offers one separately confirmed mutation at a time.What access is required?
Buyer Network access · A same-workspace deal · One active buyer with current criteria and one exact attached Property Intel versionIs there a usage or provider dependency?
Package preparation and manual handoff do not send, deliver, enroll, or claim buyer commitment.What if access is unavailable?
Compare available buyer criteria without claiming ranked matching, reviewed outreach, or delivery; this route may also require Buyer Network access.Steps
Your local learning progress. This is not proof that work was completed.1 of 9: Open the exact deal and select one exact buyer profileNot started
- 1Open the exact deal and select one exact buyer profile
- 2Review and confirm current criteria, funding, contactability, consent, suppression, and channel evidence
- 3Select the exact attached Property Intel version and review explainable rankings
- 4Confirm recording the ranked match and shortlist separately
- 5Confirm preparation of one non-sending package
- 6Confirm the manual handoff separately without claiming provider delivery
- 7Record the buyer response and any correction as separate append-only events
- 8Record the reviewed lifecycle disposition separately
- 9Confirm one association receipt and read back the unchanged deal
Beginner Guide
Why this step exists
A buyer handoff is trustworthy only when its criteria, exact property evidence, ranking, shortlist, package, response, and deal association remain linked.Evidence to review
- The shortlist belongs to the exact same-workspace deal and buyer.
- Criteria conflicts, funding proof, freshness, consent, suppression, and contact channels are visible.
- A match score or shortlist does not imply buyer intent or verified funding.
What will change
Separate local records preserve the criteria review, match, shortlist, package, handoff, response, disposition, and deal association.What will not happen automatically
Nothing is emailed, texted, blasted, enrolled, invited, or delivered through a provider.What success looks like
The exact chain resolves end to end and the associated deal reads back without stage or financial changes.What This Teaches
- How to start this workflow without guessing the first screen.
- How to use Deal Pipeline as the manual path.
- How to ask the AI helper for one confirmed step at a time.
- How to check what happened and decide whether another step is worth doing.
Suggested prior recipe
What Happens Next
Record outcome and review follow-up- Current buyer criteria and exact Property Intel version resolved
- Ranked match and shortlist recorded separately
- Non-sending package prepared
- Manual handoff recorded without a delivery claim
- Buyer response recorded separately
- Lifecycle disposition and unchanged-deal association read back
Ways To Practice
Sample pathAuthenticated local testing has a shortlisted-buyer fixture, but no global-demo package, handoff, and response path is proven.
AI helper pathOne exact criteria-to-association chain with a non-sending handoff and unchanged-deal read-back.Guide me through one exact Buyer Network chain. Retain the exact buyer, Property Intel version, match, package, response, disposition, and deal references, and stop before every separate mutation.
- Confirm the criteria review.
- Confirm recording the ranked match.
- Confirm recording the exact shortlist.
- Confirm package preparation.
- Confirm the manual handoff separately.
- Confirm the selected buyer response separately.
- Confirm the lifecycle disposition separately.
- Confirm the exact deal association separately.
Will not do
- No deal blast, campaign enrollment, email, SMS, or portal invitation
- No buyer commitment or provider-delivery claim
Prerequisites
- Buyer Network access
- A same-workspace deal with one exact attached Property Intel analysis version
- An active buyer profile and current criteria, funding, and contactability review
Readiness And Safety
Manual ready
AI-assisted ready
Outcome ready
- Reuse the existing Buyer Network matching and outreach records rather than duplicating them.
- Require a separate confirmation for criteria, match, shortlist, package, handoff, response, disposition, and association.
- Do not describe manual handoff as provider delivery.
- Treat local learning progress separately from package lifecycle and buyer response.