Lead Qualification
Uses LLM parsing on inbound broker emails, extracting deal type, asking price, and fit score, then routing or auto-declining each submission without analyst involvement.
Overview
The Inbound Deal Qualifier parses inbound broker emails, extracts key deal terms, scores the fit against your investment criteria, and auto-declines bad fits. Good deals are routed to the right analyst instantly.
What Inbound Deal Qualifier Solves
Broker emails land in a dedicated inbox. Analysts manually read each one, copy data into a spreadsheet, and decide if it's worth a deeper look. Most submissions are immediately irrelevant but still consume 10 minutes each. Inbound Deal Qualifier reads every inbound broker email, parses deal terms automatically, scores against your criteria (location, price, return threshold), and auto-declines bad fits. Only fit deals hit your analyst queue.
How It Works
Broker emails are intercepted, parsed for deal structure and terms, scored against investment criteria, and routed to the appropriate team member or auto-declined.
Email Parsing & Term Extraction
The agent reads inbound broker emails and extracts: deal type, property address, asking price, NOI, cap rate, hold period, and key risks.
Fit Scoring Against Investment Criteria
Deal terms are scored against your investment policy: location (geography), price ($/unit), return threshold (cap rate), and risk tolerance.
Routing or Auto-Decline
Fit deals are routed to the appropriate analyst. Bad fits are auto-declined with a templated email explaining the reason.
