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.

Map your real estate investing business: see what could run on its own

Enter your website. The Brain reads it and shows every step of your real estate investor that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.

Not ready? See an example map

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 in a real estate investor. 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.

Map your real estate investing business in Westward’s Brain

Enter your website. The Brain reads it and shows every step of your real estate investor that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.

Not ready? See an example map

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.

Map your real estate investing business in Westward’s Brain