AI-native deal operations
Your acquisitions team,
working while you sleep.
Playbook RE finds real-estate deals, scores them against proven investor playbooks, answers your inbound leads with AI-drafted outreach you approve, and keeps every conversation on the record — so you spend your time closing, not chasing.
Access is by invitation — every operator is set up personally.
The application
Everything between “a lead exists” and “we closed.”
One system: lead discovery, AI scoring, agent-drafted outreach, a CRM that remembers every word, and an advisor that builds the plan with you.
Leads come to you — and get answered
A public intake form drops seller and agent submissions straight into your pipeline. An AI Acquisition Advisor reads each deal against your buy box and drafts the first reply — you approve it from Slack, and it sends from your own address.
Every conversation, on the record
Replies thread like normal email for the seller — and every message, both directions, is captured on the deal inside the CRM. Open a lead and the whole relationship is right there, feeding the AI everything it knows.
Investor-grade scoring
Every property is scored against real acquisition criteria — creative-finance buy boxes built from the playbooks of proven operators. Strong, moderate, or skip, with the red flags spelled out.
A Deal Advisor that knows the deal
Chat with an advisor that has the listing, the numbers, the seller conversation, and your underwriting model in context. It builds the acquisition plan — checklist, seller notes, offer structures, LOI drafts — as you work.
Deal flow from everywhere
Commercial marketplaces, county records, auction calendars, your own imports — RV parks, multifamily, distressed single-family — pulled in, geocoded, and mapped automatically.
A pipeline that runs itself
Kanban deal board from first contact to close, live maps, owner skip-tracing, county parcel data, buy-box matching. The busywork is automated; you step in where judgment matters.
How it works
You stay the closer. The system does the rest.
A deal lands
From your intake form, a scrape, or a manual add — it's geocoded, scored, and on your board in seconds.
The system engages
The AI drafts the outreach, asks the missing questions, and logs every answer. You approve each send until you trust it.
You close
By the time you step in, the file is built: numbers verified, motivation understood, plan drafted. Your time goes to the deals that deserve it.
Beyond real estate
The playbook works for any lead-driven business.
Playbook RE is our real-estate application of a bigger idea: leads captured automatically, AI agents that draft the first response in your voice, every conversation tracked in a CRM, and a pipeline that tells you where to spend your attention. If your business runs on inbound leads and follow-up — solar, staffing, insurance, services — we build the same machine for you.
Automation consulting
We audit how leads move through your business, then build the automation: intake, AI first-response, CRM capture, and the handoff points where humans should take over. You own everything we build.
Book an automation consult