Fortress Mission Control

Fortress Mission Control

Alex Valley
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💬 Talk to Your Agents

Pick an agent. Ask anything. Real answers from Claude with live access to your Salesforce snapshot.
Powered by Claude · Enter to send · Shift+Enter for newline · Typical response: 5-15s simple, 30-90s with property research. List Builder caps at ~12 items per turn (ask "next batch" for more).

Fortress Command Center

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Opportunities This Week
Target: 4 / week · live SF
PSAs Sent This Week
Target: 2 / week · live SF
Signed PSAs This Week
Target: 1 / week · live SF
Fortress Leads in SF
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Fortress-CK Bulk States · Campaign 62429 ● loading…

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Fortress Agents — Today's Leaderboard

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Fortress Industrial Leads in Salesforce ● LIVE

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Q1 Goals

KPI
Actual
Target
Progress
Source
Q1 Opportunities
20
Salesforce
Q1 Signed PSAs
5
Salesforce + Drive
Q1 Closed Deals
2
Salesforce
Net new Fortress leads
200
Salesforce

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.
  • 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
  • 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)
  • 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)
  • 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
  • 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.
  • 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
  • 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
  • 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"
  • On-demand only — you ask, it builds
  • Hard cap 12-15 rows per response (ask "next batch" for more — prevents Cloudflare timeouts)
  • $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.
  • 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]
  • 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)
  • 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
  • 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
  • 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.
  • 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
  • Salesforce — full read access to Leads, Opportunities, Contacts, Accounts
  • 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
  • On-demand only
  • 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).
  • Build the deal package for [Lead/Opportunity name]
  • Draft a PSA for Stephen Gaines at $375,000
  • Generate the OM cover email for [property]
  • Salesforce opportunity record (price, address, terms, seller info)
  • Drive — Mason's PSA template (Word doc)
  • CoStar comps (for Phase 2 Underwriting Brief)
  • 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)
  • Auto when Opportunity stage = "Seller Agreed / Drafting PSA"
  • On-demand anytime
  • Underwriting Brief: cap rate, NOI, price/sqft from CoStar comps
  • Auto-attached to deal package for Mason's internal review
  • ~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.
  • Send NDAs to top 5 [Deal] buyers
  • Draft buyer outreach for [property]
  • Check multi-parcel APN status for [address]
  • Salesforce — buyer ranking from A3
  • Drive — Fortress's blanket NDA template
  • County records — multi-parcel APN validation
  • Personalized NDA per buyer (Word doc to Drive)
  • Warm outreach email per buyer (Gmail draft)
  • Routed through DocuSign for esignature (info@ Fortress account)
  • Auto when A3 buyer ranking is approved
  • On-demand anytime
  • NDA-on-file tracking — skip step for buyers already signed
  • Enables parallel outreach to 15+ buyers in one click
  • 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.
  • What needs my attention today?
  • Today's call list
  • Recap yesterday
  • What's stuck in the pipeline?
  • Status update on [opportunity name]
  • Salesforce — full pipeline + lead state
  • Call Tools — yesterday's calls + dispositions
  • Drive — recent agent reports (A1, A8, A9)
  • Gmail — new outreach replies
  • 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
  • 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
  • Cron 6 AM CT, Mon-Fri
  • On-demand anytime via chat
  • 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.
  • 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?
  • Call Tools API — Mon-Thu recordings
  • Call Tools transcriptions (built-in)
  • Drive — Mason's 10-item rubric v3 (calibrated to his real call examples)
  • 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
  • Cron Friday 4 PM CT
  • On-demand anytime
  • A7 Jarvis reads urgency fields each morning to build call list
  • 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.
  • 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
  • Salesforce — full opportunity + lead history
  • 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
  • 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
  • Cron 2 AM CT nightly (scoped, not yet scheduled)
  • On-demand anytime
  • 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.
PHASE 1 · Lead Acquisition & Strategic Intelligence PHASE 2 · Transaction Management & Disposition 21-STAGE PIPELINE LEAD · 7 OPP · 7 TXN · 7 8 agents · 1 system A7 Jarvis · Morning Briefing Daily 6 AM CT Top 20 ranked actions for Mason + urgency from A8 + lead scores from A1 A2 List Builder On-demand Replaces $1,200 list-broker spend. $1,200 saved per list · 5 min vs 3 days A1 Lead Enrichment LIVE · auto-fires + on-demand Reonomy + CoStar + county + Google Writes Property Type, SqFt, Year, Sale A4 SF Dashboard Fixer One-time cleanup 4 dashboards · 17 industrial fields Strips 35 residential cruft fields A8 Call Agent QA Weekly Fri 4 PM CT 10-item rubric · Paul + Lewis dialers Writes urgency signals → A7 briefing $1,200 saved per list · 60+ hrs/wk research replaced · 5 days → minutes Across A1, A2, and A8 deliverables — Phase 1 ROI A5 Deal Package · PSA → Seller Auto-fires at "Seller Agreed" OM + PSA + cover email 1% earnest money default A3 Buyer Research Reverse Wholesale + Full Search CoStar + SOS + Reonomy skip 15 ranked buyers per deal A6 Offer / PSA Prep · → Buyer Auto-fires after A3 ranking Personalized NDAs · DocuSign-routed · Multi-parcel APN check In dev: NDA-on-file flag → skip step for repeat buyers (parallel outreach) Human-in-the-Loop · Drafts-Only Guardrail All 8 agents · zero exceptions Agents NEVER auto-send emails or auto-overwrite live SF data Mason or Alex approves every outbound message + every record change Parallel buyer outreach · NDA + offer in 1 step · 2 hrs/deal saved Across A3, A5, A6 deliverables — Phase 2 ROI A8 urgency → A7 briefing
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.
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