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AI agent for real estate investors

Property Tax Appeal Agent

A filed appeal with solid evidence where one is worth making, and a clear no where it is not

DecisionsAnalysisReal estate and construction
See how it worksGet access
Property Tax Appeal Agent: what goes in, what the agent does and what you get

What it does

Property assessments rise, and many owners never appeal because they are unsure of the case or miss the filing window. This agent reads the assessment notice and finds the deadline, the property class and the assessed value. It gathers recent comparable sales and rents, and compares assessed value per square foot with the comparables. It tests whether a case exists: the appeal is worth pursuing only if the likely savings are above the cost of filing and the gap is at least a set percentage. If the evidence is weak, it searches for more comparables before giving up. When the case is strong it builds an evidence packet and tracks the deadline and hearing dates. The owner approves filing. Edge case: the notice has the wrong square footage, which becomes the first exhibit.

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, continueYes, continueApprovedNoNo 1 STARTS WHEN Assessment notice arrives 2 USES A TOOL Read the notice and note the deadline, value andproperty record 3 USES A TOOL Check the property record for errors such as wrongsize or class 4 DOES Gather comparable sales and rents 5 CHECKS THE RESULT Are there at least three strong comparables? If not: widen the search area and period, then recheck.Back to step 3. 6 DOES Estimate the value gap and the likely tax savings 7 CHECKS THE RESULT Do savings exceed the cost and the gap threshold? If not: look for more evidence, or recommend notappealing. Back to step 3. 8 DOES Build the evidence packet and filing checklist 9 YOU APPROVE Owner approves filing 10 RESULT Appeal filed and hearing dates tracked
Read the steps as a list
  1. Assessment notice arrives
  2. Read the notice and note the deadline, value and property record
  3. Check the property record for errors such as wrong size or class
  4. Gather comparable sales and rents
  5. Are there at least three strong comparables?If not: widen the search area and period, then recheck. Back to step 3.
  6. Estimate the value gap and the likely tax savings
  7. Do savings exceed the cost and the gap threshold?If not: look for more evidence, or recommend not appealing. Back to step 3.
  8. Build the evidence packet and filing checklist
  9. Owner approves filingThe agent waits here for your OK.
  10. Appeal filed and hearing dates tracked

How it decides

It files only when the assessed value is above the evidence range by the threshold and the likely tax savings exceed the cost. Weak cases get more comparables before a no.

  • Recommend appealing only when assessed value is at least 8 percent above the evidence range
  • Require three comparables within the same area and class
  • Compare expected savings with filing costs and any fee
  • Correct record errors first, because they are the quickest wins

Make it yours

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

  • Gap threshold to appeal (default 8%)
  • Minimum comparables (default 3)
  • Filing cost limit
  • Days before the deadline for alerts

What keeps you in control

It always asks you first

  • Owner approves filing and any representative
  • Owner approves paying filing fees

Hard limits

  • Never file without owner approval
  • Do not exaggerate comparables; show the source
  • Never miss a deadline without alerting the owner

It stops when

  • Done: appeal filed and hearing tracked, or a no-appeal decision recorded
  • Stop: the deadline has passed or a lawyer is needed

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 happensA 24-unit building is assessed at $3.9M, or $162 per square foot. Four comparables sold at $138 to $146. The record also lists 24,600 square feet instead of 24,000. The agent finds a gap of about 12 percent and savings of $9,800 a year, builds the packet, and the owner approves filing two weeks before the deadline.

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