A property pipeline.
Clear stages and handoffs.

Translate a real estate investment process into explicit lead stages, follow-up rules, due-diligence tasks and transaction handoffs before committing to a build.

Explore the systems ↘

01 / Business context

The operating problem.

Cornerstone REI was a real estate client whose process crossed seller acquisition, property review, offer preparation and disposition. The systems work translated the client’s charts into an operating model with clearer stages, task ownership and decision points.

The challenge was to distinguish a contact attempt from a real conversation, a near-term follow-up from a future seller, and a sales activity from the operational work needed to evaluate and progress a property. Four walkthroughs document the proposed architecture and the reasoning behind it.

02 / Inside the systems

Follow the work.
Understand the handoffs.

Explore the documented workflow and the scope of each component.

Target area brief
Capture the area and sourcing criteria for the lead-generation team.
Prospect list
Keep bulk lead research separate from individual active CRM opportunities.
Seller contact
Distinguish outreach attempts from an actual response or conversation.
Property information
Collect the missing seller and property details through a structured intake.
Follow-up horizon
Separate immediate next actions from longer-term seller follow-ups.
Walkthrough scheduling
Define the transition to tour scheduling, preparation and reminders.

03 / System directory

Explore each system.

Seller intake, pipeline stages and follow-up design ↗
Define how prospect lists, inbound replies, missing property information and follow-ups should move through a seller-acquisition pipeline.

Due-diligence tasks, offers and transaction handoffs ↗
Map the repeatable work around property review, offer preparation and the transition from acquisition to disposition.

04 / Contribution & scope

The work and its scope.

Process analysis, workflow architecture and team handover.

The assignment covered process design and requirements clarification, including CRM architecture, follow-up rules, due-diligence handoffs and colleague coaching in Lucidchart. It remained at the planning stage while lead-priority rules and client decisions were being finalized.