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AI agent for real estate developers

Pre-Leasing and Pre-Sales Pipeline Agent

Track pre-sale and pre-lease progress against lender targets and keep the forecast current

MonitoringAnalysisReal estate and constructionManagement
See how it worksGet access
Pre-Leasing and Pre-Sales Pipeline Agent: what goes in, what the agent does and what you get

What it does

Lenders release funds when pre-sales or pre-leases hit a target, but many developers track them in loose spreadsheets. The agent tracks every prospect by stage: inquiry, letter of intent, deposit, signed contract. It counts progress against the lender target using only the stages the loan agreement accepts. It flags prospects stalled too long in a stage and drafts a follow-up for each. When units change in price, size or availability, it reruns the forecast and shows the gap to the target by date. If the gap grows, it proposes options such as a unit swap or a limited offer. The developer approves every offer and concession. Edge case: a buyer's deposit is held in escrow, so the agent counts it only as the lender allows.

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 Weekly review or unit change 2 USES A TOOL Read the prospect log, deposits and contracts 3 DOES Assign each prospect a stage from the evidence 4 DOES Count progress against the lender target by rule 5 CHECKS THE RESULT Does the count match signed documents and deposits? If not: Correct the stage and recount, listing theevidence missing. Back to step 3. 6 USES A TOOL Find prospects stalled beyond the time limit 7 DOES Draft follow-ups for stalled prospects 8 YOU APPROVE Developer approves follow-ups and any offers 9 DOES Rerun the forecast and gap to the target 10 CHECKS THE RESULT Is the forecast on track for the next lender date? If not: Propose options such as a unit swap or a limitedoffer. Back to step 8. 11 RESULT Pipeline report and forecast
Read the steps as a list
  1. Weekly review or unit change
  2. Read the prospect log, deposits and contracts
  3. Assign each prospect a stage from the evidence
  4. Count progress against the lender target by rule
  5. Does the count match signed documents and deposits?If not: Correct the stage and recount, listing the evidence missing. Back to step 3.
  6. Find prospects stalled beyond the time limit
  7. Draft follow-ups for stalled prospects
  8. Developer approves follow-ups and any offersThe agent waits here for your OK.
  9. Rerun the forecast and gap to the target
  10. Is the forecast on track for the next lender date?If not: Propose options such as a unit swap or a limited offer. Back to step 8.
  11. Pipeline report and forecast

How it decides

Each prospect is staged by evidence (deposit, letter, contract) and counted toward the target only at the stage the lender accepts.

  • Count a prospect only at the stage the loan agreement accepts
  • Mark a prospect stalled after 14 days without activity
  • Propose an offer when the gap exceeds 10% of target
  • Rerun the forecast whenever a unit price changes

Make it yours

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

  • Stage rules from the loan agreement
  • Stall limit in days (default 14)
  • Gap threshold for offers (default 10%)
  • Report schedule

What keeps you in control

It always asks you first

  • Developer approves each offer or concession
  • Developer approves follow-ups to named buyers

Hard limits

  • Never offer a price or concession without approval
  • Never count a prospect that lacks the required document

It stops when

  • Done: the lender target is met and documented
  • Stop: the loan terms are unclear and the developer must ask the lender

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 lender needed 60% of 100 units pre-sold by June 30. The agent counted 52 contracts but its check found 6 were only letters of intent. It recounted to 46. It drafted follow-ups to the six, and flagged a gap of 14 units. The developer approved a limited incentive on 10 units, and the next week the count reached 58.

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