The Off-Market Sourcing Agent
Hand it a deal box and get back every qualifying off-market owner in a submarket: traced through the LLC to the actual human, enriched with a verified email and direct cell, valued against live comps, with outreach drafted per property.
Our production agent sourced 200+ owners in one submarket in 38 minutes. This pack is the step-by-step guide, the prompts, and the templates to build the same pipeline with Claude. The list-building grind it replaces used to take an analyst 2-3 weeks.
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Who this is for
If your acquisitions pipeline depends on off-market conversations, the constraint is the list. This removes the list as the constraint.
Acquisitions teams
You know your buy box cold. What you don't have is three analyst-weeks per submarket to build the owner list.
Brokers building pipelines
Off-market listings start with knowing the owner before anyone else does. The agent finds them and writes the first touch.
Funds and family offices
One analyst, five target submarkets. The pipeline runs each one in well under an hour instead of a month of grind.
The seven-stage pipeline
Each stage is a production prompt with input slots and a fixed output contract, so stages chain without losing rows. Every identity claim carries its evidence chain, and a human review gate sits before any outreach goes out.
Pull every matching parcel
Your deal box becomes explicit filters over the county's parcel layer. Full submarket sweep, nothing sampled, nothing silently dropped.
Filter to private owners
REITs and institutions out. LLCs, trusts, and family-owned entities kept, because they're the owners who can actually say yes.
Trace each LLC to a human
Secretary of state filings, deed history, registered agents. Every name comes with its documented evidence chain. No chain, no name.
Enrich with verified contacts
A verified email and direct cell per owner, with identity corroborated beyond the name so it's the right John Smith.
Value against live comps
Line-by-line adjustment grids in your own valuation template, anchored on comps you trust. The arithmetic stays visible.
Draft outreach per property
Owner letter, email, and call script referencing their specific asset. Drafts only — you review and send.
Verify before delivery
The agent audits its own output, then hands you a ranked list with a verification log and a human-review checklist.
How to run it
Start in conversation mode today: a Claude project, the seven prompts, and your county's data. Agent mode is the production configuration, and the prompt suite doubles as its specification if you have an engineer.
Claude
Project, conversation mode
No codeClaude Code
Agent mode
Dev envYour Excel model
The agent fills it
AnyYour first run
Fill the deal-box template, export your submarket's parcels from the county assessor portal, and open stage 1:
You are screening parcels for a CRE acquisition mandate. DEAL BOX: [your completed deal box] PARCEL DATA: [your county assessor export] First, restate the deal box as explicit filters so I can correct your interpretation before you apply it.
The guide walks all seven stages, including the human checkpoints and the verification checklist that stands between the ranked list and the mailbox.
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Two ways to go further with NextAutomation.
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