Internal Portal โ€” Gilchrist & Company ๐Ÿ“ Dallas, TX ยท Austin, TX ยท Central Texas
Mission

50 New Properties Under Management

Paul runs autonomously. John's only job is one-tap approval before each outreach sends.

Master Agent

Paul

Owner Acquisition Agent โ€” coordinates 7 subagents across the full pipeline

Subagent 1

Prospector

โฐ Every Sunday 11pm CT
  • Scrapes all 11 Texas CAD counties
  • Filters owners with 5โ€“50 properties
  • Deduplicates against existing pipeline
  • Passes new owners to SOS Enrichment
Output โ†’ New prospect records
Subagent 2

SOS Enrichment

โšก Fires inside Prospector after every scrape
  • Detects LLC / Trust / LP owner names
  • Searches TX Comptroller for entity status
  • Searches TX SOS for registered agent
  • Attaches decision-maker name to record
Output โ†’ decisionMakerName on each owner
Subagent 3

Orchestrator โ€” Loops 1โ€“3

โšก Fires on every new owner + every 6 hours
  • Loop 1: Research โ€” uses CAD/SOS/mailing fields + HubSpot notes
  • Loop 2: Scores 0โ€“100 (75+ floor for 5โ€“50 in-market owners)
  • Low confidence โ†’ awaiting_info (no cron re-spam until notes added)
  • Loop 3: Drafts personalized SMS or email + self-critique
  • Sends draft to John for one-tap APPROVEOWNER
Output โ†’ Outreach draft + John approval SMS
Subagent 4

Acquisition Loop

โฐ Every 6 hours
  • Scans owners in research or scored only
  • Skips awaiting_info until notes resume the run
  • Re-triggers Orchestrator for stalled records
Output โ†’ No idle research/scored prospects
Subagent 5

Follow-Up Loop โ€” Loops 4โ€“5

โฐ Daily 9am CT + inbound owner SMS / API reply
  • Loop 4: Classifies owner reply โ€” interest / objection / no
  • Loop 5: Sends objection reply (or escalates draft to John)
  • Day 3 / 7 / 14 / 21 follow-up drafts โ†’ APPROVEOWNER; day 28 โ†’ nurture
  • Nudges John every 7 days on unsigned contracts
Output โ†’ Re-engaged leads + John nudges
Subagent 6

Learning Loop โ€” Loop 6

โฐ Every Friday 7am CT
  • Reads week's signed / archived / in-progress outcomes
  • Analyzes what profiles and stages progressed
  • Produces top-3 recommendations (manual apply โ€” not auto-rewritten)
  • Stores last report in Redis + texts John a digest
Output โ†’ Weekly digest + saved recommendations
Subagent 7

HubSpot CRM Sync

โšก On create + stage change (when HUBSPOT_ACCESS_TOKEN set)
  • Creates Contact โ€” owner name, email, phone
  • Creates Deal โ€” property + current stage
  • Updates deal stage as pipeline advances
  • Optional notes when stage patch includes _hubspotNote
  • Closed Won on signed / Closed Lost on archived
Output โ†’ Full pipeline visible in HubSpot
John's only touchpoint: One-tap APPROVEOWNER / DENYOWNER text per outreach draft. Every other step runs without human input.
View Pipeline โ†’ โ† Dashboard