AI by industry · Real estate investors
A deal pipeline dashboard for real estate investors
A real estate investor’s CRM has to track owners, properties, conversations and deals at once, and tell you who to call today. A custom pipeline can read your email and call notes, keep each seller’s story current and show every deal from first contact to closing in one place.
Talk through your real estate investing business with the person who builds it
A free 30-minute call. You leave knowing which part of your real estate investor to hand to AI first, what we would build, and roughly how long it takes.
Two things to track at once
A person and a property are not the same thing. One owner may have three houses. One house may have an heir, an attorney and a tenant. Generic CRMs struggle with that. A custom one can model it the way you see it.
Stages that match your process
Not “lead, opportunity, won.” More like “list, contacted, talking, walked, offer out, under contract, rehab, sold.” You pick them, and the dashboard counts what sits at each.
Anything the AI summarized from your emails is marked so you can check it.
Today’s list
When you open it, you see who to call, which offers are waiting on an answer and which closings are close. The rest stays out of the way until you need it.
Westward builds these around your process. Price is fixed and in writing before we start.
Picture this
Examples of what it can look like. Illustrations, not clients.
A seller emails after a month of silence. His card moves back to “talking,” with a summary of the earlier conversations.
An heir and her attorney are both on the same property. You see both on one page and know who said what.
At month’s end you filter to every deal you walked and passed on, to see which owners might be worth another call.
The rules that apply, in their own words
“To make, print, or publish, or cause to be made, printed, or published any notice, statement, or advertisement, with respect to the sale or rental of a dwelling that indicates any preference, limitation, or discrimination based on race, color, religion, sex, handicap, familial status, or national origin”
“intended for voluntary use and to improve the ability to incorporate trustworthiness considerations into the design, development, use, and evaluation of AI products, services, and systems.”
Sources
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- HUD: Fair Housing Act overview: Who is protected and what the Act covers in sales, rentals and ads.
- 42 U.S.C. § 3604 (Fair Housing Act): The text of the rule on discriminatory housing ads and statements.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your real estate investing business with the person who builds it
A free 30-minute call. You leave knowing which part of your real estate investor to hand to AI first, what we would build, and roughly how long it takes.
Questions
Can it import my spreadsheets?
Usually, yes. We look at them on the first call.
Does it send messages automatically?
Only if you want that. By default, it drafts and you send.
More jobs AI can take on
What Westward builds for this
A dashboard that runs itself: the same job in similar businesses