Deal Flow Agent
Every day it reads property listings, public records and broker emails, and points out the off-market deals that fit what the fund buys.
Example business · Commercial real estate investment firm, NYC
Outlier flagged: 31-yr hold, new LLC filed 9 days ago.
1,900
listings checked daily
14
good-fit deals a week
9 hrs
saved per analyst each week
Time to build
4 weeks
Typical build price
From $12,000
Running cost
$500–$1,000 a month
Pays for itself in
about 3 months
See it running
The console the team works in.What it looks like on a phone.
A recreation of the live dashboard, playing one real job from start to finish.The texts the agent sends and gets back, playing one real job from start to finish. Names redacted.
# acquisitions
Slack · 6:00 AM
Deal Flow Agent 6:00 AM
3 new fits from overnight. Ranked:
412 W 38th St
92Long-held · new LLC
88 Bergen St
879.1% cap
1550 Jerome Ave
81Lien cleared
In plain English
Like an analyst who reads every listing and filing in the city before 7 am.
An investment firm’s analysts spend their mornings reading listing sites, public records and broker emails to find the few buildings worth a look. The agent reads all of it every day, scores each property against what the fund buys and flags signs that an owner might sell quietly. Analysts start the day with a short list instead of a pile.
The problem
Before: analysts spent every morning reading listing sites and broker emails. The few deals that fit were a needle in a haystack.
Works inside the tools they already had
What the agent does, step by step
- 1
Reads the market
It pulls listings, public filings and every broker email into one place.
- 2
Scores each deal
It rates each property on return, location, tenants and price per square foot, against what the fund looks for.
- 3
Spots hidden chances
It flags unusual signs, like a long-held building with a new company filing, that hint an owner may quietly sell.
- 4
Briefs the team
Each morning a ranked list lands in Slack. Each deal comes with comparable sales and a draft email to the owner.
What goes in, what comes out
It reads
- Listing sites and broker emails
- Public property and company records
- The fund’s buying criteria
- Past deals the team passed on, and why
It produces
- ✓A ranked shortlist in Airtable each morning
- ✓A one-page summary per property
- ✓Owner-may-sell signals with the evidence
- ✓A Slack digest for the team
What it actually sends
A real-format example of one message from the agent. This is what the team sees, in the tool they already use.
Deal Flow Agent AGENT
6:45 AM
Today: 1,912 checked · 3 strong fits
One-pagers are in Airtable. Owner contact for the Brooklyn lead found in public records.
A normal day before
With the agent
7–10 AM: analysts read listings and emails
6:45 AM: ranked shortlist in Slack
Good deals found late, or missed
Quiet sale signals flagged the week they appear
Reasons for passing lost in email
Every pass logged, so the scoring learns
How we built it
Every build follows the same path: learn the job, connect the tools, run it next to your team, then switch it on.
- 1Week 1
Write down the taste
Interviewed the partners on what makes a good deal and reviewed 50 past yes and no decisions.
- 2Week 2
Connect the sources
Listing feeds, public records and the broker inbox, all into Airtable.
- 3Week 3
Score and compare
Ran the scoring on last quarter’s deals and checked it against what the team actually picked.
- 4Week 4
Daily digest live
The morning Slack digest started, with analysts marking each pick good or bad to sharpen it.
Your people still decide
- ●Which deals to pursue
- ●Any contact with owners or brokers
- ●Pricing and offers
The agent asks before it acts on any of these. Every action it takes is logged, and you can switch it off at any time.
Builder’s note
A score alone is not useful to an analyst. Every pick comes with its evidence, the filing date, the years owned, the lease dates, so they can check it in a minute and trust it.
Phil Wood, founder, PWOOD GROUP
Example build based on a common workflow, not a named client. Figures show what the agent is designed to deliver.
Have a job like this? Book a free 30-minute call and we’ll tell you if an agent can do it.
Next: Dispatch Agent →Give us 30 minutes. We’ll show you where the week goes.
A free video call. Tell us how your team spends a normal week. We’ll name the jobs an agent could take over, what that saves and roughly what it costs. If it isn’t worth it, we’ll say so, and you’ve spent nothing.
Example week