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Operations

CRM Auto-Ingestion Agent

Pushes top-distress-scored properties directly to GHL as contacts with property data, distress score, and source tags attached.

Overview

The CRM Auto-Ingestion Agent automatically creates CRM contacts for high-distress properties. All enrichment data (distress score, source, ownership) is attached instantly.

What CRM Auto-Ingestion Agent Solves

High-distress properties are identified but manually entered into the CRM. Hours spent on data entry that should be automatic. CRM Auto-Ingestion Agent watches for high-distress properties and auto-creates CRM contacts with all enrichment. No manual entry. Contacts are ready to call immediately.

How It Works

High-distress properties (score >75) are identified. Contacts are auto-created in GHL with all enrichment data and distress tags.

1

Distress Score Filtering & Contact Extraction

The agent monitors distress-scored properties and filters for top scorers (75+).

Monitor distress classifier output: all scored properties
Filter: score 75+
Extract: owner name, address, phone, email, property details
Enrich: distress reason (tax delinquent, foreclosure, etc), days delinquent
2

GHL Contact Creation & Field Population

Contact is created in GHL with all property and distress data attached.

Create contact: name, phone, email, address
Add property details: property address, estimated value, distress score
Tag with distress type: 'Tax Delinquent', 'Foreclosure Notice', etc
Set pipeline stage: 'High Distress' for priority outreach
3

Source Tagging & Lead Assignment

Lead source is tagged. Contact is assigned to acquisition team based on territory.

Tag source: 'County Records Scraper', 'MLS Change Monitor', etc
Assign to territory agent based on property location
Create task: 'Call [Owner] — distress score [X]'
Send notification: 'New high-distress lead assigned: [Property]'

Key Benefits

✓Zero manual CRM entry — distress contacts auto-created
✓All enrichment data attached instantly — no data entry work
✓Territory assignment means contacts go to right agent
✓High-distress properties are ready to call within minutes

Related Agents

Lead Generation

County Records Scraper

Playwright-based nightly scraper across county assessor and court sites — extracting lis pendens, tax delinquencies, and probate notices into a clean structured dataset.

Lead Generation

Distress Signal Classifier

Scores each property on a composite distress index using delinquency status, days on market, and ownership age, surfacing the top 20% for priority outreach before competitors.

Operations

CRM Auto-Ingestion Agent

Pushes top-distress-scored properties directly to GHL as contacts with property data, distress score, and source tags attached.

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CRM Auto-Ingestion Agent | The Independent Broker Collective