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AI agent for real estate developers

Landowner Outreach Sequencing Agent

Match parcels to land criteria, research owners and run a stoppable letter sequence

Sales and outreachReal estate and construction
See how it worksGet access
Landowner Outreach Sequencing Agent: what goes in, what the agent does and what you get

What it does

A list of target parcels sits idle while owner research and letters lag behind. The agent matches parcels to the developer's criteria, such as size, zoning and access. It finds owners from public records and checks for entity names, mailing addresses and recent transfers. It ranks the parcels by fit and drafts a sequence of letters with the right owner name and parcel details. It tracks responses, updates the ranking and moves interested owners to the developer. It removes any owner who asks to stop. The developer approves each letter batch. Edge case: a parcel was sold two weeks ago, so the agent drops it before the letter is printed.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Quarter starts or criteria change 2 USES A TOOL Pull parcels that match the criteria 3 USES A TOOL Look up owners and mailing addresses 4 CHECKS THE RESULT Is each owner and address current and the parcelunsold? If not: Recheck records, correct or drop the parcel.Back to step 2. 5 DOES Rank parcels by fit and owner type 6 DOES Draft the letter sequence for the top parcels 7 YOU APPROVE Developer approves each letter batch 8 USES A TOOL Log responses and opt-outs 9 CHECKS THE RESULT Has any owner asked to stop or been sold? If not: Remove them from the list and update thedo-not-contact record. Back to step 4. 10 DOES Move interested owners to a call list 11 RESULT Outreach report and response list
Read the steps as a list
  1. Quarter starts or criteria change
  2. Pull parcels that match the criteria
  3. Look up owners and mailing addresses
  4. Is each owner and address current and the parcel unsold?If not: Recheck records, correct or drop the parcel. Back to step 2.
  5. Rank parcels by fit and owner type
  6. Draft the letter sequence for the top parcels
  7. Developer approves each letter batchThe agent waits here for your OK.
  8. Log responses and opt-outs
  9. Has any owner asked to stop or been sold?If not: Remove them from the list and update the do-not-contact record. Back to step 4.
  10. Move interested owners to a call list
  11. Outreach report and response list

How it decides

Parcels are ranked by fit; letters stop at once if the owner asks or no longer fits the criteria.

  • Rank by acreage, zoning and access match
  • Drop a parcel with a transfer in the last 60 days
  • Stop all contact on request within 1 business day
  • Send follow-ups at 3 and 6 weeks only

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Parcel criteria
  • Number of follow-ups (default 2)
  • Time since transfer to drop (default 60 days)
  • Letter tone

What keeps you in control

It always asks you first

  • Developer approves every letter batch
  • Developer approves any offer language

Hard limits

  • Never contact an owner who asked to stop
  • Never send letters without approval

It stops when

  • Done: sequence finished and responses handed to the developer
  • Stop: an owner asks for no contact

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe agent matched 140 parcels and ranked 40. Its check found 3 sold in the last 60 days and dropped them. It drafted 37 first letters, and the developer approved 30. Two weeks later, one owner asked to stop, and it was removed from all later batches within a day. Four owners called back.

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