Compose a specialist agent for every layer of real estate.
One agent scouts liens, foreclosures, and estate sales, another underwrites, another runs Phase 1 and Phase 2 site analysis, another assesses LIHTC eligibility, another builds the pro-forma — every agent loaded with your investment criteria, every offer routed through deal review.
Best fit for · Real estate investors, developers, and acquisitions teams running deal sourcing, underwriting, and pro-forma analysis at scalevs Lindy →Five concrete tasks.
- 01
Specialist agents for every layer of real estate.
Compose the pack you need: a Scout for sourcing across MLS, foreclosure, lien, and estate-sale feeds, an Underwriter for financial analysis, a Site Analyst for Phase 1/2 environmental and zoning, a Pro-forma Builder for IRR projections, a Portfolio Analyst for post-close reporting. Add or drop specialists per strategy — flips, BRRRR, ground-up dev, LIHTC syndication all want different shapes.
- 02
Investment criteria loads into every agent.
An investment-criteria custodian (or your criteria memory) holds target markets, return thresholds, asset types, anti-criteria (flood zones, problem markets, deferred-maintenance levels). Every other agent — Scout, Underwriter, Site Analyst, Pro-forma — loads it before acting. Bad-fit deals drop out before any underwriting time gets spent.
- 03
Source from feeds your competition isn't watching.
Property Scout monitors MLS, plus the feeds that surface alpha: tax-lien lists, pre-foreclosure notices, estate-sale public filings, code-violation lists, expired listings, FSBO networks, off-market wholesalers. Heartbeats per market — daily for hot markets, weekly elsewhere. Anti-signals knock disqualified deals out cleanly.
- 04
Phase 1, Phase 2, and entitlement analysis on new construction.
Site Analyst pulls Phase 1 ESA reports (or runs a desktop Phase 1), checks for Phase 2 triggers, validates zoning + setback + utility availability. For LIHTC deals, runs the QAP scoring rubric against the property and site to assess competitive eligibility before you commit underwriting hours.
- 05
Pro-forma analysis with assumptions you can defend.
Pro-forma Builder produces the model: rent rolls (with sub-market comp anchors), OpEx (with line-item benchmarks), capex schedule, financing structure, IRR / equity multiple / cash-on-cash projections. Every assumption traces to a source. The Acquisitions Lead reviews before any LOI goes out.
Setup once, then watch it run.
Concrete operator setup, the phases the pack moves through, and where you stay in the loop.
Sourcing
Property Scout monitors MLS plus alpha feeds — tax-lien lists, pre-foreclosure notices, estate-sale filings, code-violation lists, FSBO networks. Anti-signals filter out disqualified properties.
Initial underwriting
Underwriter pulls comps, calculates ARV, cap rate, DSCR against target leverage. Drops, advances, or flags for human review on any anomaly.
Site + entitlement
Site Analyst runs desktop Phase 1 ESA, flags Phase 2 triggers, validates zoning + setback + utility availability. For LIHTC: QAP scoring + density analysis.
Pro-forma + offer
Pro-forma Builder constructs the full model with sourced assumptions. Acquisitions Lead reviews; deal-review gate (three-tier) before any LOI / offer goes out.
Close + portfolio
On close, deal moves to portfolio. Portfolio Analyst tracks post-close performance against pro-forma. Variance attribution feeds back into criteria for next cycle.
Your pack, your workflow.
Workflows are markdown that reference the roles in your pack. Below is one example shape - yours can have different agents, different steps, different cadence.
An acquisitions team's full pipeline — composable, criteria-loaded, with Phase 1/2 + LIHTC + pro-forma analysis baked in and a deal-review gate before every offer.
Things teams actually ask.
Run this pack on your team's work.
Closed-beta cohorts are small. Tell us about your work and we'll configure the pack for what you actually do.
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