All case studies
San Diego County
Multifamily brokerage

AI Owner Research

20 owners a morning. Ready for his next call.

A daily owner list built around the broker's sell signals, with human phone checks and call context in one workbook.

What the team receives
  • Prioritized owner list
  • Human-checked phones
  • Property context
  • Call notes

Delivery snapshot / November 10, 2026

Owners in the daily workbook
20
Sell-signal leads delivered since November 4
173

Delivery counts, not transaction results. No closed deals attributed to the system as of November 10, 2026.

From sell signals to the morning call list.

How the work moves
Find the fit
  1. Follow the broker's priorities

    Research owners against the agreed property criteria and sell signals.

  2. Find the decision-maker

    Connect each property to the owner or ownership principal.

Check the contact
  1. Filter the list

    Screen existing contacts, repeat deliveries and active listings.

  2. Dial before delivery

    An ARC team member checks each phone number.

Prepare the morning
  1. Deliver the workbook

    Priorities, checked contacts and call context in one Excel file.

Illustrative workflow. No client records shown.

The team stays in control

Sell signals guide research. The broker reviews the list and makes the calls.

Built around your work.

Planned nextEmail outreach and a call-and-CRM assistant are planned, not yet active.

Discuss your workflow