Skip to main content
NextAutomation®
Off-Market LeadsBook a Call

FREE RESOURCES

Free templates to deploy today.

Ready-to-use automation templates. Download and run these proven workflows in minutes.

What should you do after downloading a CRE template?

A reviewer compares a unit schedule, billing ledger and receipt slips, keeping a discrepancy on a separate note.
  1. 01Start with a known example
  2. 02Compare the result
  3. 03Adapt the accepted workflow

Use a small, checkable example before applying a template to live acquisition work.

  1. Read the included instructions and identify the files, access and tools the resource needs.
  2. Run it on one shareable example whose expected result you already know.
  3. Compare the result with your source documents. Record missing fields, corrections and assumptions.
  4. Adapt the inputs and reviewer checks before applying it to active acquisition work.

A download gives you a starting point. For a repeatable handoff across your team’s systems, explore NextAutomation’s underwriting workflow or the off-market sourcing system. Use the software hub to choose the workflow by task.

NextAutomation

Free resource

The AI Deal-Sourcing Agent - Find, Profile & Underwrite Off-Market CRE Deals

for Real Estate

The AI Deal-Sourcing Agent - Find, Profile & Underwrite Off-Market CRE Deals

One CRE acquisitions agent that runs start to finish: drop in your buy box and it sources every off-market deal, scores them against your box, pulls the property + ownership detail, runs the full pro forma, scores each deal out of 10, and routes only the winners to your desk. Built from an orchestrator + 3 skills (Deal Sourcer, Property & Ownership Profiler, Underwriter), each shipping the Excel artifact it produces - pre-filled with a real deal (1180 Brickell Bay Dr, Miami, 88 units, owner motivation 88/100, scored 8.7/10). Universal install in ChatGPT, Claude, Cursor, Gemini, Claude Code.

Download free
NextAutomation

Free resource

The AI Deal-Sourcing Team - 6 Agents That Source Off-Market CRE Deals Start to Finish

for Real Estate

The AI Deal-Sourcing Team - 6 Agents That Source Off-Market CRE Deals Start to Finish

Give six AI agents one buy box and they hand back a shortlist worth calling. The Deal Sourcer sweeps every off-market owner in your market and scores each against your box, the Ownership Profiler pulls who owns it and how likely they are to sell, the Skip Tracer surfaces a verified line for the real decision-maker, the Market Analyst builds a scored comp set and a cap-rate bracket, the Underwriter runs the 5-year pro forma and scores the deal out of 10, and the Outreach Writer drafts the first-touch message in your voice. Each ships the Office artifact it produces, pre-filled with one real deal (1180 Brickell Bay Dr, Miami, 88 units, scored 8.7/10). Universal install in ChatGPT, Claude, Cursor, Gemini, and Claude Code.

Download free
NextAutomation

Free resource

The AI Entitlement Monitor - Track Permits & Catch Delays Before They Cascade

for Real Estate

The AI Entitlement Monitor - Track Permits & Catch Delays Before They Cascade

An AI system for CRE developers, built as 1 orchestrator + 3 skills: a Portfolio Watcher that tracks every permit across your projects and agency portals, an Impact Tracer that maps the downstream critical-path cascade and quantifies the slip in days and dollars, and an Alert Drafter that writes the delay alert for you to approve and send. Universal install in ChatGPT, Claude, Cursor, Gemini, Claude Code. Each skill ships with the artifact it produces, pre-filled with a real project (North San Pedro 220, a 220-unit ground-up in San Jose, where a grading permit slipped into corrections).

Download free
NextAutomation

Free resource

The /source Command - Off-Market CRE Owners on One Line

for Real Estate

The /source Command - Off-Market CRE Owners on One Line

One Claude skill you install once. Drop in your buy box, type /source at a market, and it runs the sourcing front door in a single pass: it sweeps the off-market owner universe, scores every owner against your box 0-100, reads sell-propensity, tells you the lawful records to pull for the verified decision-maker contact, and hands back a ranked call list - with everything below your threshold held with a reason. It surfaces and scores; a human makes every call and it never contacts anyone. Ships the buy-box template you fill once plus the ranked-shortlist output template. Universal install in ChatGPT, Claude, Cursor, Gemini, Claude Code.

Download free
NextAutomation

Free resource

The Seller-Signal Radar - Score Every Owner on the Signals That Predict a Sale

for Real Estate

The Seller-Signal Radar - Score Every Owner on the Signals That Predict a Sale

Drop in a market and the radar scores every owner on the signals that actually predict a sale, equity, hold period, loan maturity, absentee ownership, and distress, then hands you a ranked list of the owners most likely to sell before they ever list. Built from an orchestrator (the Off-Market Radar) + 3 skills: a Signal Builder that normalizes your lawful records, a Sell-Propensity Scorer that runs a transparent 0-100 weighted model, and a Seller Watchlist that ranks, tiers, and re-runs to catch a seller the moment a signal fires. Each ships the Excel artifact it produces, pre-filled with a real 15-owner Miami scan (top likely seller scored 86, Urgent). Universal install in ChatGPT, Claude, Cursor, Gemini, and Claude Code.

Download free

MORE FROM NEXTAUTOMATION

CRE research guides

Choose your next research task.

Start with the asset or jurisdiction, then leave with a focused evidence task. Each guide explains what its sources establish and what still needs review.

By asset type

Choose the operating model, then the evidence and working kit it needs.

By state

Follow a jurisdiction-specific record path and keep its scope visible.