Off-market sourcing.
Your buy box.
Your connected workflow.
Research properties against your markets and criteria, with ownership evidence attached. Use sourcing on its own or connect underwriting, outreach and documents through a platform configured for your firm.
The short answer
Managed off-market deal sourcing is a done-for-you pipeline that finds properties before they hit the open market. It runs a repeatable loop: detect distress and ownership signals, resolve the real owner behind each parcel or LLC, enrich contact data, score every lead against your buy-box, then draft outreach, and hands your team a scored, contactable deal flow instead of a data dump.
Off-market is where price lives: Zillow's analysis of 2023–2024 sales found homes sold off the MLS went for a median 1.5% less than comparable listed homes, the same information gap that, on the acquisition side, is where investors find value. As Lucas Eschapasse, CEO of NextAutomation, puts it: “The point of a sourcing system is not more leads, it is reaching the right owner before anyone else is competing for the deal.”
The workflow
Less fragmented research. More context per property.
Keep the work connected from the first match to the reviewed opportunity.
Bring available property and ownership records into the same review.
Separate recorded entities, researched roles and contact details that still need review.
Assess properties against your criteria instead of a generic lead list.
Keep source records, assumptions and documents with the opportunity.
How it works
One workflow. Your selected modules.
Apply your buy box
Define markets, assets and criteria. Scope the available public and licensed sources for your target area.
Follow the ownership evidence
Connect the property to entities and researched roles, with source records and unresolved gaps visible.
Use your model
When underwriting is selected, review the property through your model, source inputs and team assumptions.
Keep the context
Connect the chosen outreach, document and pipeline workflows, with your review and approval steps.
Data connections and platform configuration, scoped to your firm. Sources, refresh cadence and review standards are agreed before rollout.
Your configuration
One module. Connected when you need it.
A paid monthly subscription, configured around your selected sourcing workflow.
The workflow
Start with sourcing or combine it with owner intelligence, underwriting, outreach and documents. Your buy box, models and review process define the configuration.
Modules, data availability, deployment and commercial terms are agreed during scoping.
1042 Ridgeline Ave
9.1
Implementation scope
Agree the work before rollout.
Your configuration is scoped around the work your firm needs:
- 1Target markets, asset types and available source coverage.
- 2Selected modules, input data and model assumptions.
- 3Ownership research, evidence and review criteria.
- 4Outreach approval, routing and connected tools where selected.
- 5Document templates, branding, access and deployment requirements.
A property match is a research starting point. Ownership, contact details and seller interest remain subject to review.
Define the implementation around your chosen workflow.
- Agree the modules, source coverage and required connections.
- Confirm the rollout plan and commercial terms before starting.
Pricing is scoped to the selected modules, data requirements, usage and deployment.
One configured sourcing platform, with the property context and review steps your team needs.
Connected modules
Choose the work your firm needs.
| Your workflow | Platform module | Configuration |
|---|---|---|
| Find relevant properties | Off-market sourcing against your buy box | Markets and criteria |
| Research the owner | Entity and contact intelligence with evidence | Source coverage |
| Review the income case | Underwriting or broker valuation | Your model |
| Check the supporting records | Source inputs and research gaps | Your review process |
| Prepare owner conversations | Connected outreach workflows | Your approvals |
| Prepare investment materials | Memos, BOV and document workflows | Your templates |
Start with one module or connect several. Data, usage and integration requirements are confirmed in your scope.
Configuration options
Your criteria. Your models. Your voice.
Your buy-box rules
Markets, assets and qualification criteria agreed for your workflow.
Your analysis framework
Model inputs, assumptions and review standards matched to your team.
Your outreach workflow
Messaging, review and approval steps configured for the selected channels.
Rollout
Confirm the scope. Then configure.
Agree the modules, source availability, connections and review standards first. The implementation plan and timing follow that scope.
Workflow in context
Keep the reason behind each match.
The workflow keeps records, assumptions and review steps attached to the property as it moves between your selected modules.
See the workflow for your firm.
Review the relevant modules, source coverage and monthly subscription with Lucas.
Questions
Before you choose your modules.
Which markets can you cover?+
Coverage depends on public and licensed source availability. Target markets, required fields and research gaps are reviewed during scoping.
What data sources are used?+
Public records and licensed sources, according to the agreed workflow. Source availability and permitted use are reviewed for the implementation.
Can I start with sourcing only?+
Yes. Select sourcing on its own or combine it with owner intelligence, underwriting, outreach and documents as required.
How is the implementation planned?+
The rollout follows the agreed modules, source coverage, connections and review requirements. Timing is confirmed during scoping.
How is the platform priced?+
The platform uses a paid monthly subscription. Your commercial proposal defines the selected modules, data and usage requirements, deployment and implementation scope.
Related off-market sourcing resources
How Our AI Deal Sourcing System Works
See the system behind the managed service: signal detection, owner identification, contact enrichment, and a scored pipeline.
Learn MoreOff-Market Deal Sourcing Engine (Case Study)
A production system sourcing off-market across a multi-state footprint, with signal scoring and public-record owner resolution.
Learn More