A deal-flow CRM for residential and commercial real estate investors in Taskade. Track properties from lead source → underwriting → offer → close → rehab → exit, with an AI agent that scores incoming leads against your investment criteria.
What's Included
- Property Database: Address, sqft, beds/baths, current rents, ARV, rehab estimate, comps
- Buy-Box Agent: AI agent scores each lead against your buy-box (location, cap rate, cash-on-cash, rehab tolerance)
- Pipeline Stages: Lead → Underwriting → LOI → Under Contract → Closed → Rehab → Stabilized → Refinanced/Sold
- Rehab Budget Tracker: Sub-table per property with line-item costs, contractors, payment status
- Wholesaler Network: Linked contact list of wholesalers with deal-flow frequency tracking
- Refinance Automation: Stage to "Stabilized" + 6mo seasoning → automation pings lender + creates DSCR loan checklist
Why This Template Wins
- Buy-box scoring eliminates time-wasters: Wholesaler emails with 20 properties each → agent ranks them in seconds against your criteria, you spend time on the top 3 not all 20
- Rehab budget vs actual stays visible: Every contractor line item tracks budget, change orders, and actual spend — you catch over-runs in week 2, not at refinance
- Workspace DNA in this template. Every closed deal becomes Memory — what worked, what blew the budget, which wholesaler delivered. The agent reads that memory and turns it into Intelligence — scoring new deals against your past winners and losers. Automations execute on that intelligence — auto-creating the rehab checklist, pinging the lender at 6mo seasoning, drafting the refinance email. Memory feeds Intelligence. Intelligence triggers Execution. Execution creates Memory.
How To Use
- Clone this template
- Configure your buy-box criteria (markets, price range, cap rate, cash-on-cash)
- Train the deal-scoring agent on 5-10 past deals (won and passed)
- Connect Gmail for wholesaler inbound + Slack for deal alerts
- Set up automation: new lead → buy-box score → if >70 → Slack alert + scheduled drive-by
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