Automated deal intake and screening
Turn broker emails into coded, organized, and screened deals in the CRM you already use — so your team reviews deals instead of typing them in.
Listing broker · Multifamily capital markets
Vintage at Zona Rosa — 308 units, Kansas City
- Property
- Vintage at Zona Rosa
- Market
- Kansas City, MO
- Asset type
- Multifamily · 308 units
- Year built
- 2000
- Financing
- Assumable, 4.68% fixed
- Offers due
- August 6
- Asset typeMultifamily
- Vintage2000 — target is 1990+
- Value-add273 classic units (89%)
- FinancingAssumable debt below market
- Deal size308 units — target is 100–250
Already in your CRM from the broker’s teaser — this email is added to the same record, so the deal history stays in one place.
Stop accumulating uncoded emails
Hand the deal-coding work between your broker inbox and your CRM to an AI teammate, and start building deal data you actually own.
Clear the uncoded backlog
Every broker email is coded as it arrives, instead of piling up in the inbox until someone has time.
Build in-house deal data
Each deal lands as structured data in your CRM — ready for comps, market trends, and reporting.
Keep the deal history
Repeat emails about the same property attach to one record. No duplicates, no lost context.
Time back for real work
Less data entry, more time reviewing deals, underwriting, and working broker relationships.
From broker email to screened deal
Six steps your AI teammate runs on every email that lands in the broker inbox — with your team reviewing the deals that matter.
Read the broker inbox
Picks up every broker email as it arrives, along with attachments like offering memorandums and rent rolls.
Uncoded emails in the inbox: 0
Extract the deal details
Pulls the property and deal information out of the email and its attachments.
- Highlights: adjacent to Zona Rosa Town Center
- Park Hill School District · Platte County
Match or create the record
If the property is already in your CRM, the new email joins the existing record instead of creating a duplicate.
- March · First OM from Northgate
- June · Price reduced to $7.4M
- Today · Relisted at $7.2M
One record, full history — no duplicate created.
Split portfolios
Breaks a portfolio offering into individual assets, each with its own record for separate review.
Enrich with market data
Adds socioeconomic indicators, demographics, and crime data for the area to support acquisition screening.
Screen against your criteria
Checks every deal against your acquisition criteria and flags what fits, what's close, and what's out.
- Fits criteria12
- Needs review7
- Outside criteria23
Deal data you build, not just receive
Instead of a folder of unread offerings, you get a coded pipeline in your CRM — every deal, every broker, every price change.
- Structured, searchable deal dataEvery deal you've been sent, coded the same way — ready for comps and trend analysis.
- One record per propertyRelistings and price changes land on the same record, so you can see how a deal has moved.
- Portfolios reviewed asset by assetEach property in a portfolio gets its own record and screening result.
- Saguaro Court Apartments3 emailsTucson, AZMultifamily · 48u$7.2MNorthgateReview
- Mesa distribution centerFrom portfolioMesa, AZIndustrial · 182K SF$31.5MCrestlineFits
- Harbor FlatsPrice updateTampa, FLMultifamily · 120u$24.0MBayviewFits
- Chandler flex buildingFrom portfolioChandler, AZFlex · 64K SF$9.8MCrestlineOutside
- Riverbend TownhomesBoise, IDMultifamily · 36u$6.1MSummit CREReview
- Oak Hollow PlazaRaleigh, NCRetail · 52K SF$11.4MPiedmontOutside
It supports your judgment, not replaces it
The AI teammate takes the intake and data entry. Your acquisitions team keeps every investment decision.
Your AI teammate handles
- Reads every broker email and attachment
- Codes property and deal data into your CRM
- Matches relistings to existing records
- Splits portfolios into individual assets
- Adds market, demographic, and crime context
- Screens deals against your acquisition criteria
Your team owns
- Deciding which deals to pursue
- Underwriting and valuation
- Broker and seller relationships
- Setting and refining acquisition criteria
Works with the CRM you already use
No new system for your team to adopt. The AI teammate sits between the broker inbox and your CRM and keeps the pipeline current.
Deal intake teammate
Runs inside your Alloy workspace
Connects through Alloy’s controlled, logged connector layer — APIs, databases, and MCP. See integrations
Questions from acquisitions teams
Do we have to change CRMs?
No. The AI teammate codes deals into the CRM you already use. It supports your CRM; it doesn't replace it.
What happens when a broker sends the same property again?
The new email is matched to the existing record and added to its history — a price change or relisting shows up on the same deal, with no duplicate created.
How are portfolio offerings handled?
A portfolio is broken into its individual assets. Each one gets its own record and screening result, so you can review them separately.
Does it make investment decisions?
No. Screening flags which deals fit the acquisition criteria you set. Which deals to pursue, and how to underwrite them, stays with your team.
Stop letting deals sit in the inbox
See the AI teammate code and screen real broker emails, from inbox to CRM record.