Lead	Property	Stage	Value
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Rank	Agent	Calls	Inbound	Outbound	+3min	Duration	Score
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Lead	Property	State	Role	Action
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Fortress AI Agents Roster

All 9 agents · what they do, what to ask, where they pull from, what they write back

#1AGENT 1LIVE

Lead Enrichment

Researches every untouched lead across Reonomy, CoStar, county records, and the open web. Writes property profiles back to Salesforce.

💬 Try asking

Enrich next 5 of Mason's untouched leads
Look up [address] and add to Salesforce
How many untouched leads does Mason have?
Disqualify [Lead name] — it's residential

📥 Pulls from

Salesforce — Mason's untouched leads list (Status='New Lead', Owner=Mason)
Reonomy — building data, owner records, sale history (via Fortress Data Bridge extension)
CoStar — building class + comps (via Bridge or pasted property URL)
County GIS / public assessor records (Davidson, Shelby, Knox, Williamson, Hamilton)
LoopNet, Crexi (public commercial listings via web search)

✍️ What it writes back to SF

Property Type (Warehouse · Commercial · Industrial · Flex · Small Bay)
Square Footage · Lot Size (acres) · Year Built
Purchase Date · Purchase Amount · Zoning
Auto-disqualifies Single Family Homes (Status → Unqualified, with note)

⏱ When it runs

Auto-fires on every new lead landing in SF (Record Type = Fortress Industrial)
On-demand anytime via chat
Powered by Claude Haiku — 3-5x faster than Sonnet for high-volume work

⏳ Replaces

15+ min of broker research per lead × 253 untouched = 60+ hours

Today: Live — A1 is processing Mason's untouched leads queue.

#2AGENT 2LIVE

List Builder

Builds prospect lists of properties, sellers, or buyers. Replaces $1,200 list-broker spend with a 5-min web search + CSV.

💬 Try asking

Find 50 off-market flex properties in Nashville under 40k sqft
Find 25 industrial warehouses in Memphis
Build a list of buyers active in TN/GA industrial in the last 18 months
Find 15 owners of self-storage in Tennessee

📥 Pulls from

Reonomy (via your logged-in browser session through the Bridge)
LoopNet, Crexi public commercial listings
Google web search (LoopNet, county GIS, broker pages)
Salesforce — to dedupe against existing leads / contacts

✍️ What it produces

CSV / Markdown table written to Drive: "List - [Spec] - [Date].md"
Each row sourced + linked back to LoopNet / Reonomy
Optional: pushes top N as new SF Leads with Lead Source = "List Builder Agent"

⏱ When it runs

On-demand only — you ask, it builds
Hard cap 12-15 rows per response (ask "next batch" for more — prevents Cloudflare timeouts)

⏳ Replaces

$1,200 + 3-day delay per CK list-broker order

Last run: 22 Memphis IH leads queued for next week's dialer.

#3AGENT 3LIVE

Buyer Research

Finds qualified buyers for active deals. CoStar by submarket + TN SoS principals + Reonomy skip-trace + Google.

💬 Try asking

Find 5 likely buyers for the Kowalski deal
Reverse-wholesale Jim Kowalski to top 5 known buyers
Pull Herman Lewis's portfolio from Reonomy
Draft outreach email to [buyer name] about [property]

📥 Pulls from

CoStar — buyer search by submarket + asset type (via Bridge)
TN Secretary of State — principal records + entity ownership
Reonomy — skip-trace for phone + email
Google web search — broker bios, recent press
Salesforce — your existing buyer list (dedupe + portfolio history)

✍️ What it produces

Drive doc: "Buyer Targets - [Deal] - [Date].md" — 15 ranked contacts
Personalized first-touch outreach (under 100 words, signed Alex)
Optional Gmail draft from info@fortressholdings.co

⏱ When it runs

Auto: Reverse Wholesale at Opp Stage 2 (top 5 known buyers, pre-PSA)
Auto: Full search at Under Contract (15 ranked contacts)
On-demand anytime

⏳ Replaces

2-3 hours of buyer research per deal

Awaiting: First Fortress deal at Reverse Wholesale stage.

#4AGENT 4LIVE

Salesforce Operations

Your shortcut to skip the Salesforce UI. Convert leads, archive opps, update records, audit duplicates.

💬 Try asking

Convert this lead to a buyer: [paste Lead ID or name]
Archive long-term-followups older than 60 days (dry run first)
Move opp [name] to next stage
Mark [Lead name] as disqualified — out of buy box
Show me stale leads with no Property Type
Find duplicate leads in Mason's pipeline

📥 Pulls from

Salesforce — full read access to Leads, Opportunities, Contacts, Accounts

✍️ What it can do

Convert lead → buyer using Mason's exact 7-step workflow (auto-fills Company → LeadConvert → Buyer record type → don't create opportunity → submit)
Bulk-archive stale opps with dry-run mode for safety
Update individual records — any field, any sobject (Lead / Opportunity / Contact / Account)
Search leads by city, state, address, owner
Disqualify leads with timestamped reason note
Create new leads with full field set

⏱ When it runs

On-demand only

⏳ Replaces

30+ min of clicking through Salesforce per cleanup task

Status: Live — convert_lead_to_buyer + bulk_archive_dead_opps just deployed.

#5AGENT 5READY

Deal Package — PSA → Seller

When a seller agrees, drops Offering Memorandum + PSA into the deal folder. Mason emails directly (not DocuSign).

💬 Try asking

Build the deal package for [Lead/Opportunity name]
Draft a PSA for Stephen Gaines at $375,000
Generate the OM cover email for [property]

📥 Pulls from

Salesforce opportunity record (price, address, terms, seller info)
Drive — Mason's PSA template (Word doc)
CoStar comps (for Phase 2 Underwriting Brief)

✍️ What it produces

Drive folder: "Deal Package - [Opp Name] - [Date]" containing:
• PSA (Word doc, filled with price + Mason's 1% earnest money default)
• OM (short-format)
• Cover email draft from info@
Mason emails directly — no DocuSign at this step (per his workflow)

⏱ When it runs

Auto when Opportunity stage = "Seller Agreed / Drafting PSA"
On-demand anytime

🚧 Phase 2 (in development)

Underwriting Brief: cap rate, NOI, price/sqft from CoStar comps
Auto-attached to deal package for Mason's internal review

⏳ Replaces

~2 hours of OM/PSA prep per deal

Awaiting: First Fortress deal at "Seller Agreed" stage to test live.

#6AGENT 6READY

Offer / PSA Prep → Buyer

After A3 ranks buyers, drafts personalized NDAs + warm outreach for top buyers. Multi-parcel APN check.

💬 Try asking

Send NDAs to top 5 [Deal] buyers
Draft buyer outreach for [property]
Check multi-parcel APN status for [address]

📥 Pulls from

Salesforce — buyer ranking from A3
Drive — Fortress's blanket NDA template
County records — multi-parcel APN validation

✍️ What it produces

Personalized NDA per buyer (Word doc to Drive)
Warm outreach email per buyer (Gmail draft)
Routed through DocuSign for esignature (info@ Fortress account)

⏱ When it runs

Auto when A3 buyer ranking is approved
On-demand anytime

🚧 In development

NDA-on-file tracking — skip step for buyers already signed
Enables parallel outreach to 15+ buyers in one click

⏳ Replaces

30-45 min of NDA + outreach per buyer × 15 buyers per deal = ~10 hours/deal

Awaiting: First Fortress deal under contract with ranked buyers.

#7 most-usedAGENT 7LIVE

Jarvis — Morning Briefing

Daily 6 AM CT executive summary. Top 20 ranked actions for Mason. Reads urgency from A8.

💬 Try asking

What needs my attention today?
Today's call list
Recap yesterday
What's stuck in the pipeline?
Status update on [opportunity name]

📥 Pulls from

Salesforce — full pipeline + lead state
Call Tools — yesterday's calls + dispositions
Drive — recent agent reports (A1, A8, A9)
Gmail — new outreach replies

✍️ What it produces

Daily Gmail to Alex's inbox at 6 AM CT (Mon-Fri)
Top 20 ranked actions split: acquisition / disposition / operational
🔴 Urgency signals from A8's call QA (time-sensitive sellers, motivated leads, distressed)
New leads from overnight

🤝 Reads from other agents

Urgency fields written by A8 Call QA
Enrichment scores from A1 Lead Enrichment
Buyer pipeline status from A3 Buyer Research
Hygiene flags from A9 Pipeline Hygienist

⏱ When it runs

Cron 6 AM CT, Mon-Fri
On-demand anytime via chat

⏳ Replaces

30-45 min of manual pipeline review every morning

Today: Delivered at 5:58 AM. 8 new leads, 3 qualified.

#8AGENT 8LIVE

Call Agent QA

Weekly Friday 4 PM. Scores Paul + Lewis calls vs Mason's 10-item rubric. Writes urgency signals back to leads.

💬 Try asking

Score this week's calls for Lewis
Coaching items for Paul
Flag mis-dispositioned calls
What were the top 3 missed urgency signals last week?

📥 Pulls from

Call Tools API — Mon-Thu recordings
Call Tools transcriptions (built-in)
Drive — Mason's 10-item rubric v3 (calibrated to his real call examples)

✍️ What it writes back

3 urgency fields on each Lead in SF:
• Call_Urgency_Signal__c (None / Time-Sensitive / Motivated / Distressed)
• Call_Urgency_Notes__c (transcript snippet)
• Call_QA_Flag__c (None / Mis-Disposed / Re-Engage / Escalate)
Per-agent coaching report to Drive

⏱ When it runs

Cron Friday 4 PM CT
On-demand anytime

🤝 Feeds into

A7 Jarvis reads urgency fields each morning to build call list

⏳ Replaces

4 hours of weekly call review + weekly 1:1 coaching prep

Last run: Last Friday: Paul 92/100, Lewis 78/100, 2 coaching flags for Lewis.

#9 NEWAGENT 9READY

Pipeline Hygienist

Nightly auto-cleanup. Archives dead opps, flags duplicates, surfaces stale leads. Conservative by default.

💬 Try asking

Run pipeline hygiene audit (dry run first)
Archive opps with no activity in 90 days
Show me duplicate leads in Mason's pipeline
Find leads with no Property Type after 7 days

📥 Pulls from

Salesforce — full opportunity + lead history

✍️ What it does

Sweeps stale long-term-followups (no activity 60+ days) → archives them
Flags duplicate leads (same phone or address)
Surfaces leads with no Property Type / Lead Source after 7 days
Writes "Pipeline Hygiene - [Date].md" report to Drive

🛡️ Safety rails

Dry-run mode shows what WOULD be archived without making changes
When in doubt: FLAGS for Mason rather than auto-archives
Mason can always archive manually but can't easily un-archive

⏱ When it runs

Cron 2 AM CT nightly (scoped, not yet scheduled)
On-demand anytime

⏳ Replaces

Hours of weekly SF cleanup + the constant "200 active opps when only 8 are real" frustration

Status: Just deployed. Ask "run pipeline hygiene audit (dry run)" to test.

Mission Control: AI-Driven Industrial Lifecycle

How 9 specialized agents automate the end-to-end wholesaling process for Fortress Holdings.

Reading the chart: Phase 1 agents (A1, A2, A4, A7, A8) feed leads + intelligence into the 21-stage pipeline. Phase 2 agents (A3, A5, A6) carry deals from Opportunity through Transaction. The dashed red arrow shows A8's call urgency signals flowing back into A7's morning briefing — closing the loop so today's calls reflect yesterday's call quality.

Fortress Mission Control

Lead Bench — Awaiting Action

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