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Off-market deal sourcing

The Off-Market Sourcing System

Find the owners behind the entities, traced to a real person with the record attached.

Start the POCGet the free pack

Our production agent sourced 200+ off-market owners in one submarket in 38 minutes.

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How we get to the owner

Four moves on public record. No bought list, no guesswork.

  1. 01

    Screen the market

    Every commercial parcel in your territory, filtered to your buy-box. Nothing is dropped without a counted reason.

  2. 02

    Read the entity

    Institutions out. LLCs, trusts and family partnerships stay, because that is where the owners who actually transact sit.

  3. 03

    Trace to a human

    State registry and recorder, cross-read. A registered agent is a service address, not an owner. We keep going until two records agree on one person.

  4. 04

    Rank and verify

    Value, score and audit every chain before a name reaches your call list. Anything without a clean chain gets flagged, never guessed.

The three records this runs on, the county assessor, the state business registry and the recorder, exist in all fifty states. Depth and digitisation vary county by county, which is exactly what the POC audits before you scale.

Why the free pack stops at the property

Finding the property is half the job. The other half is the person who can say yes.

Most states and counties legally restrict sharing private owner contact with non-clients, even where the underlying record is public. Becoming a client is what lets us hand you the owners, within the rules.

So the POC fee is not a paywall on data. It is the legal key to it. The free pack shows you the properties and the full public-record trail. The POC unlocks the people you call.

The first paid step

A proof of concept on your own deals

De-risk a six-figure decision for the price of a flight. You watch the system run on your pipeline, in your counties, before anything gets built. $3,000 where your counties publish their records openly, $6,000 where reaching them takes a human-paced pass or a formal records request. A free feasibility check tells you which you are in before you pay anything.

$3,000

one-time, open-record markets

Operations audit

Your sourcing, screening and memo workflow, ranked by dollar impact. Your actual pipeline, not a generic deck.

Your counties, live

One to two of your counties stood up with owner data, plus a density and revenue audit of the rest of your target footprint.

First off-market samples

Around 100 scored, owner-traced targets on your geography. The first real feed, with the owners unlocked.

Live underwriting

The AI underwriting engine on your pipeline, turning a raw deal into numbers in minutes.

Memos and the build scope

Investment-ready memos in your voice, and your custom sourcing system scoped from what the audit found.

Credits 100% toward the engagement if you sign within six weeks. If it is not a fit you walk, and you keep the audit, the working proof and your first samples. Two prices, because the records cost different amounts to reach: some counties publish parcel, ownership and recorded instruments through a portal we can read directly, and some put the same records behind a bot wall or do not publish them at all. We would rather charge two honest prices than one average one, and we tell you which is yours before you buy.

Start the POC$3,000, one-timeTalk it through first20 minutes, no deckTerritory pricingFrom $3,000/mo, by market size

Want it built and run for you?

We build it on your data and hand back verified deal flow.

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Prefer to build it yourself?

The full method is free. Four installable Claude agents, the seven-stage architecture, and a worked example on one county. It teaches you the trace. It does not ship contact data.

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Want the system, not just the files?

Get the full pack once, then use the walkthrough below to see exactly what is inside and how to run it.

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Have us build it for you

Book a call and we'll scope it to your submarkets.

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Questions real estate teams ask

What is the Off-Market Sourcing System?

It is a free pack of four installable Claude agents plus the method behind them. The agents screen a county's parcels against your deal box, filter out institutional owners, trace each LLC or trust to a named human with a documented evidence chain, value the asset against your comps, and draft outreach for each target. A human review gate sits between the ranked list and the mailbox.

How do I install and run it?

The README gives per-tool install paths for a Claude Project, a Claude Code skill or subagent, a ChatGPT project, and Codex or any coding agent. Each agent file is a paste-and-run block: fill your deal box, hand it a parcel export, and it restates your mandate as filters and waits for you to confirm before it touches a row.

Does the pack include owner contact data?

No. The pack teaches the trace and gives you the agents that run it. Stages one to three run on free county and state portals; contact enrichment needs a source you bring. Owner contacts come through the paid POC, because most states and counties legally restrict sharing private owner contact with non-clients even where the underlying record is public. The fee is not a paywall on the data, it is what makes you a client so we can hand it over within the rules.

Is there a worked example?

Yes. The pack walks the method end to end on Mecklenburg County, North Carolina, with the counts at every stage and the three free public sources named. The sources and search paths are real and repeatable. The numbers, the parcel rows and the owner names are illustrative and are labelled as such in the file, because the real county runs we operate are client work.

What is the difference between this and the Off-Market Sourcing Crew?

This is the single-system pack: one agent set, one county at a time, with the full method written out. The Crew pack runs that same method across many territories at once, with an orchestrator fanning out per-lane scouts into one merged deal table. Start here, then scale with the crew.

What is the $3,000 proof of concept?

It is the first paid step, run on your own deals rather than a demo. It includes an operations audit of your sourcing, screening and memo workflow ranked by dollar impact; one to two of your counties stood up live with owner data; around 100 scored, owner-traced off-market targets on your geography; the AI underwriting engine and memo generation live on your pipeline; and a density audit of the rest of your target footprint. It also scopes your custom sourcing system. The $3,000 credits 100% toward the engagement if you sign within six weeks, and if it is not a fit you keep the audit, the working proof and the samples.

Which states does this work in?

The three records the method runs on, the county assessor, the state business registry and the county recorder, exist in all fifty states. What varies is depth and digitisation county by county: some recorders only index older deeds without searchable images, and land-use code legends differ per county. That is why the POC audits your target counties for data density before a territory is scaled.

Related resources

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From free kit to full system

Solution

AI Deal Sourcing for Off-Market Pipeline

How the full system finds owners, scores motivation, and routes targets before deals reach the open market.

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Solution

Managed Off-Market Deal Sourcing

Want it run for you? We operate the sourcing pipeline and hand back scored, contactable deal flow.

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