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Business brokerageSeller readiness scoring, buyer qualification, NDA triage, OM drafting CPA, CFP and accountingDocument chase, advisory opportunity detection, client and planning intake CRE brokerageOwner and tenant prospecting, lease expirations, BOV drafting CRE capital marketsBorrower sourcing from maturity signals, lender matching Property managementMaintenance triage, vendor dispatch, owner reporting, leasing Sales and outreachTurn a large contact database into individually written outreach

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Services Pricing Process Industry Playbooks

Business brokerage CPA, CFP and accounting CRE brokerage CRE capital markets Property management Sales and outreach

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Automation Breakdown · Claude Skill

Residential Buyer Roadmap

Every new home-buyer client gets an interactive roadmap built on live data: a mortgage calculator across their real price range, a rent-vs-buy model with the break-even year computed from comparable rentals in their target area, a sourced market snapshot, and the eight-phase path from pre-approval to keys.

live mortgage rate, every build

30-yr rent vs buy model

8 phases to keys

1 intro email, ready to send

True AI automation isn’t one clever workflow. It takes 20 to 40 workflows working together to make a real impact on a business. That’s what we do: a Rolodex of 100+ automations across different CRMs and platforms, ready to be custom-built for your specific CRM and software stack.

The Workflow

Scroll sideways · click any step for its explanation

Comparable rent is the pivot

The rent-vs-buy verdict swings on what a comparable home actually rents for, so it’s researched fresh for the client’s exact area and property type, never estimated.

Same brand, both modes

Dark slate and gold by default, with a light mode toggle, consistent with every other Nolan Scott Team tool.

▶

New Buyer Client

“build a roadmap for…”

A\

Collect Client Info

ask what’s missing

⊕

Mortgage Rate Lookup

Freddie Mac PMMS

⊕

Comparable Rent

the key input

⊕

Market Snapshot

4 sourced stats

{ }

Set the Constants

county tax + closing

{ }

Mortgage Calculator

P&I, PMI, tax, HOA

{ }

Rent vs Buy Model

break-even year

{ }

Profile + Timeline

8 phases

{ }

Verify Render

no blank pages

A\

Client Intro Email

ready to send

F

Deliver to Rachel

file + link

◈

The roadmap at a glance

Click any step to see exactly what it does. The pipeline reads left to right: three live research lookups, the mortgage and rent-vs-buy models built in parallel, then delivery with the intro email.

Web research

Claude reasoning

Logic / build

Delivery

Trigger

How It Works

Real rates, real rents, one roadmap

01 · Research

Three live lookups

Before anything is built: today’s 30-year rate (it changes weekly), comparable rent for the client’s exact area and property type (the single most impactful input in the model), and the local market stats, median price, days on market, list-to-sale ratio, inventory.

02 · Model

The break-even answer

The mortgage calculator covers the client’s real price range with P&I, PMI, county-accurate property tax, insurance, and cash to close. The rent-vs-buy chart amortizes upfront costs, credits equity and appreciation, charges opportunity cost on the down payment, and shows the exact year buying beats their current rent.

03 · Deliver

Roadmap + email

Buyer profile cards, the market snapshot with a plain-language read of conditions, the eight-phase timeline from pre-approval to closing day tuned to their loan type, and three concrete next steps, plus the client intro email, ready to send with the interactive highlights called out.

Next example: Prime Sweeping →

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AI · nolan scott team

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