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Fortress Command Center
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Opportunities This Week
0
Target: 4 / week · Awaits Zap publish
PSAs Sent This Week
0
Target: 2 / week · Awaits Zap publish
Signed PSAs This Week
0
Target: 1 / week · Awaits Zap publish
Fortress Leads in SF
7
5 active · 1 dead · 1 disqualified
Fortress-CK Bulk States · Campaign 62429 ● loading…
Metric
Value
Contacts in queue
3,679
Dials today
243
Human pickups
53
Connect rate
1.89%
Sends today (disposition 50884)
4
Fortress Agents — Today's Leaderboard
Rank
Agent
Calls
Inbound
Outbound
+3min
Duration
Score
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Fortress Industrial Leads in Salesforce ● LIVE
Lead
Property
State
Role
Action
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Mason's Q1 Goals
KPI
Actual
Target
Progress
Source
Q1 Opportunities
3
20
Salesforce
Q1 Signed PSAs
1
5
Salesforce + Drive
Q1 Closed Deals
0
2
Salesforce
Net new Fortress leads
47
200
Salesforce
Fortress AI Agents Roster
All 8 agents · displayed in order of usage frequency · status, triggers, current activity
#1 most-usedAGENT 7Building
Jarvis (Morning Briefing)
Daily executive summary delivered to your Gmail at 6 AM CT, Mon-Fri. Synthesizes overnight activity across Salesforce, Call Tools, Drive, and Gmail into a structured briefing with MASON'S CALL LIST TODAY — top 20 actions ranked by deal-velocity impact (acquisition calls, disposition calls, operational), plus urgency signals surfaced by Agent 8's weekly Call QA (time-sensitive sellers, motivated leads, distressed situations).
Daily 6 AM CT
Trigger:Cron 6 AM CT, Mon-Fri
Today:Delivered at 5:58 AM. 8 new leads, 3 qualified.
#2AGENT 2Scoped
List Builder
On-demand. Drafts a Reonomy filter spec, runs the scrape, dedupes against your existing Call Tools list, drops a CSV ready for Paul and Lewis to dial.
On demand
Trigger:Mason or Britt asks "build me a list for [region/size/asset]"
Last run:22 Memphis IH leads queued for next week's dialer.
#3AGENT 1LIVE
Lead Enrichment
Researches every new Fortress lead across 4 sources, computes Mason+Agent dual KPIs, writes back to Salesforce. Fires automatically when a new lead lands. Phase 2: Lead Quality Score (A/B/C gradient) across 6 factors — property fit, seller motivation, deal complexity, market timing, data completeness, competitive exposure — replacing binary pass/fail with nuanced prioritization.
Auto-fires
Trigger:New Lead created in Salesforce with Record Type = Fortress Industrial
Today:Hargrove enriched (1 lead). Avg run time: ~58 sec.
#4AGENT 4Building
Salesforce Dashboard Fixer
One-time cleanup agent. Removes ~35 residential fields from your Lead layout (leftover from Apex consumer real estate work). Adds ~17 industrial-specific fields. Builds 4 named dashboards: Call Agent Activity (Paul/Lewis dialer metrics), Mason's Pipeline (21-stage funnel view), Transaction Pipeline Tracker (deal progress through Transaction 7 stages), Buyer Database Map (Interested Buyers pipeline). All filtered by Record Type = Fortress Industrial to isolate from Apex data.
One-time
Trigger:Manual run with Mason on screen-share
Status:5 Fortress KPI fields already on DRAFT layout. Awaiting Agent 4 call with Mason.
#5AGENT 5Scoped
Deal Package — PSA → Seller
When seller agrees to sell, drops Offering Memorandum (Mason's short-format) and PSA into the deal folder, plus a conversational offer cover email from info@. No NDA at this step — sellers don't sign NDAs in industrial wholesale. Phase 2: Underwriting Brief — a structured financial summary (cap rate, price/sqft, NOI, rent roll analysis) auto-generated from CoStar comps + county records, attached to the deal package for Mason's internal review before offers go out.
Two trigger points: (1) Reverse Wholesale at Opp Stage 2 — pre-markets to top-5 known buyers from existing database before PSA is signed, testing demand without full exposure. (2) Full buyer search at Under Contract — CoStar buyer search by submarket + TN Secretary of State principal lookups + phone/email enrichment via Reonomy skip-trace + public Google search. Returns 15 ranked buyer contacts as a Drive doc. External data sources are accessed via browser tab control on Britt's logged-in sessions, not API integrations. In the works: auto-create Salesforce contacts + NDA-on-file flagging + Interested Buyers Pipeline tracking (Cold → NDA Sent → Warm → Interested → Hot → Assignment Stage → Under Contract).
After Agent 3's buyer ranking, drafts personalized NDAs (using Fortress's blanket NDA template) plus warm outreach emails for top-ranked buyers, routed through DocuSign (the connected esignature MCP). Handles multi-parcel APN checking — industrial deals often span multiple parcels; Agent 6 validates each APN against county records before PSA generation. In the works: NDA-on-file tracking in Salesforce to skip NDA step for buyers already signed, enabling parallel outreach. Apex uses DocuSign (separate workflow, not connected to Mission Control).
Auto-fires
Trigger:After Agent 3 buyer ranking is approved
Awaiting:First Fortress deal under contract with ranked buyers.
#8AGENT 8Scoped
Call Agent QA
Pulls every Mon-Thu Call Tools recording (via Zapier export), transcribes (Deepgram integration scoped, not yet wired — currently uses Call Tools' built-in transcription), scores against a 10-item rubric (tone, listening, recovery, compliance), flags disposition mismatches, writes per-agent coaching reports to Drive. Cross-agent dependency: writes 3 urgency fields to each Lead record — Call_Urgency_Signal__c (None/Time-Sensitive/Motivated/Distressed), Call_Urgency_Notes__c (brief transcript extract), Call_QA_Flag__c (None/Mis-Disposed/Re-Engage/Escalate) — consumed by Agent 7's morning briefing to build MASON'S CALL LIST TODAY.
Weekly Friday 4 PM
Trigger:Cron Friday 4 PM CT
Last run:Last Friday: Paul 92/100, Lewis 78/100, 2 coaching flags for Lewis.