Meet the specialists
Six folders. Each one owns a part of your workflow. Click to explore.
The Handoff Card
When one specialist finishes, they pass this card to the next. Same format every time. Readable on day one.
Lead Qualifier
Property Research
High
Warm-Hot buyer lead. Specific property interest at 1845 Westwood Dr plus general 78704 interest. Family with school-age kids driving the search.
Zillow lead, no prior relationship. Assigned to Jess because family/school focus is her strength. 78704 under $600K = expect multiple offers.
Pre-approval status · Budget firmness · Currently renting or selling?
Research 1845 Westwood Dr: comps, condition, school zone. Pull 2-3 alternatives under $550K in the same school zone.
Human-readable. No JSON. No schema training required.
Your newest agent reads this on day one.
Now watch it all work together
A real Zillow lead flows through the system. Each specialist thinks, then passes a handoff card to the next.
“Hi! Saw a house on Zillow I love at 1845 Westwood Dr 78704. Wondering if it's still available and what comparable homes have sold for nearby? Budget around 550k. Need to move by end of summer. Have two kids, so schools matter. Thanks! - Sara M.”
Make it yours
The system works out of the box. Upload your own docs to customize it.
Your SOPs
→ Transaction Coordinator
Your intake form
→ Lead Qualifier
Get the system
Clone the repo. Drop the folders into a Claude project. Your team is operational.
View on GitHub