Claude Co-Work & Skills for REI

Full market analysis automation. Generates Market Finder reports, analyzes county data, identifies target zip codes, and builds acquisition strategies.

• County-level market analysis
• Zip code scoring and ranking
• Competition assessment
• Target market recommendations

Automates county clerk data pulls for first-to-market lists. Identifies probate, tax sale, foreclosure, and code violation records from public sources.

• Probate record extraction
• Tax delinquent list building
• Foreclosure notice parsing
• Code violation sourcing

Builds verified cash buyer lists using SiftMap investor transaction data. Analyzes portfolios, identifies active investors, and scores buyer quality.

• Investor portfolio analysis
• Cash buyer identification
• Transaction history scoring
• Buyer type classification

Two-Bucket comparable sales methodology. Generates full comp reports with ARV calculations, adjustment breakdowns, and confidence bands.

• Two-Bucket ARV methodology
• Comp filtering and scoring
• Adjustment cheatsheets
• Disclosure/non-disclosure handling

Room-by-room rehab cost estimation with finish tier system. Generates full rehab budgets, wholetail comparisons, and project timelines.

• 4-tier finish system
• Room-by-room scoping
• Regional pricing adjustments
• Wholetail vs full rehab analysis

Combines comping and rehab estimation into a single deal analysis workflow. Calculates MAO, ROI, and profit projections for any property.

• Combined comp + rehab pipeline
• MAO and 75% Rule calculation
• ROI projections
• Full deal package output

Four-level research depth framework. Automates enhanced skip tracing, public record searches, genealogy research, and heir identification.

• 4-level depth research
• Heir identification via genealogy
• Public record cross-referencing
• Owner swap documentation

Automates county-specific probate research. Identifies probate filings, deceased owner properties, and heir contact information from public records.

• County probate record search
• Deceased owner identification
• Heir contact extraction
• Property status verification

Scores phone numbers via Trestle API (0-100 activity score). Tags numbers by dial priority tier and line type. Requires network egress permission.

• Trestle API integration
• 5-Tier Dial Priority tagging
• Line type identification
• Dead number elimination (~50%)

Keeps your outbound numbers out of "Spam Likely" labels. Monitors every SmrtPhone caller ID daily using your own answer rates, then manages warm-up, rest, and rotation. Pairs with the Phone Validator: Trestle scores the numbers you dial, this protects the numbers you dial from.

• Daily number health scans from your call log
• Warm-up and rotation lifecycle with dial caps
• HTML dashboard plus recommended dial pool
• Free registration and spam flag remediation runbook

Writes a four-text SMS sequence for every record in your ready-to-call queue. Messages vary per record like cold email, so nothing reads mass-blasted. Callers copy the next touch into their dialer right before the call, and answer rates climb because the number is no longer a stranger.

• Four-touch recipe from identity check to breakup text
• Seeded variants, no two records send identical sequences
• CSV import into Text Touch 1-4 custom fields
• Every text signed by the assigned caller

Builds niche sequential marketing filter presets for your DataSift CRM. Configures the 12-filter system for skip tracing, calling, mailing, and deep prospecting.

• 12 niche filter presets
• Skip trace queue setup
• Call/mail/DP cycle filters
• Not-interested recycling

Creates and configures CRM automation sequences using the TCA model (Trigger, Condition, Action). Builds lead management, acquisition, and transaction workflows.

• TCA model automation
• 26 pre-built sequence templates
• SMS/email integration
• Folder organization system

Full CRM operations management. Handles lead pipeline setup, status configuration, task presets, event scheduling, and team workflow automation.

• Lead pipeline configuration
• Task preset building
• Team role assignment
• Daily execution workflows

Sets up your DataSift account for lead management in minutes. Auto-builds the full 7-folder, 75-field intake structure, generates a branded Lead Manager training manual, and installs a daily KPI bot that posts to Slack.

• 75 custom fields auto-built via the DataSift API
• Branded Lead Manager training manual
• Daily KPI Slack bot
• Round-robin task preset setup

Generates custom acquisition playbooks based on your market, exit strategy, and team structure. Produces SOPs, scripts, and daily checklists.

• Custom SOP generation
• Script templates
• Daily checklist building
• Strategy-specific workflows

Pulls real cold call recordings from your SmrtPhone account and transcribes them with an audio model that hears tonality. Grades every conversation against the DataSift cold calling rubric and rolls results into per-caller scorecards.

• Opener, 4-pillar probing, objections, and close quality scored
• Real tonality notes heard from the audio
• Per-call reports plus a styled Excel workbook
• Transcription costs about $0.002 per audio minute

Grades follow-up and qualification calls against the DataSift lead manager rubric. Same pipeline as the Cold Call Coach, pointed at the calls where leads become appointments.

• Four qualifying questions scored: condition, timeline, motivation, price
• 4-pillar depth and roadblock discovery checks
• Next-action discipline graded on every call
• Lead manager scorecards and Excel export

Grades offer and negotiation calls against the DataSift closer rubric, from discovery deepening through the money conversation to commitment locking. Works on in-person appointment recordings too.

• Multi-option offer presentation scoring
• Negotiation timeline: every price move and its trigger
• "The moment it was won or lost" quoted per call
• Closer scorecards and Excel export