Job: Take every untouched Fortress lead in Salesforce, research the property across Reonomy, CoStar, county assessor sites, and Google, then write a complete profile back to the lead record. Fields it fills: Property Type (Warehouse/Commercial/Industrial/Flex/Small Bay), Square Footage, Lot Size, Year Built, Purchase Date, Purchase Amount, Zoning. Disqualifies any lead Reonomy classifies as Single Family Home (auto-marks Status = Unqualified with reason). Replaces: 15+ minutes of manual broker research per lead × 253 untouched leads = 60+ hours. Runs in 30-60 sec/lead.

Job: Replace the manual list-broker workflow that currently runs Fortress ~$1,200 per list with a 2-3 day delay. Mason or Alex asks "build me 50 off-market flex properties in Nashville under 40k sqft" — A2 drafts the Reonomy filter spec, runs the scrape on Britt's logged-in session, dedupes against Fortress's existing Call Tools list and Salesforce, then drops a CSV ready for Paul and Lewis to dial. Replaces: $1,200 + 3-day delay per list. New cost: ~5 minutes per list. Phase 2: Geo-targeted lookalike modeling — point A2 at a closed deal and it finds 50 similar properties.

Job: 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 market exposure. (2) Full buyer search — at Under Contract, runs 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. Sources accessed via browser tab control on Alex's logged-in sessions (CoStar, Reonomy, SOS, Google) — no API integrations needed. In the works: auto-create SF contacts + NDA-on-file flagging + Interested Buyers Pipeline tracking (Cold → NDA Sent → Warm → Interested → Hot → Assignment → Under Contract).

Job: 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: (1) Call Agent Activity — Paul/Lewis dialer metrics; (2) Mason's Pipeline — 21-stage funnel view; (3) Transaction Pipeline Tracker — deal progress through Transaction 7 stages; (4) Buyer Database Map — Interested Buyers pipeline. All filtered by Record Type = Fortress Industrial so Apex data stays isolated. Replaces: 2-3 days of manual SF admin work + ongoing data hygiene drift.

Job: 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. Auto-fills the PSA with Mason's standard 1% earnest money default for seller review. Phase 2: Underwriting Brief — 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. Replaces: ~2 hours of OM/PSA prep per deal.

Job: After Agent 3's buyer ranking is approved, 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 the NDA step for buyers already signed, enabling parallel outreach. Replaces: 30-45 min of NDA + outreach drafting per buyer × 15 buyers per deal.

Job: Daily executive summary delivered to Alex's 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). Cross-agent dependency: reads urgency fields written by Agent 8 + new lead enrichment scores from Agent 1 + buyer pipeline status from Agent 3. Replaces: 30-45 min of manual pipeline review every morning.

Job: 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 each call against Mason's 10-item rubric (tone, listening, objection recovery, disposition accuracy, 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. Replaces: 4 hours of weekly call review + weekly 1:1 coaching prep.