Purpose

To process leads sourced from Privvy (likely on-market MLS listings), automatically calculate both seller finance and cash offers, and send an initial email outreach with an attached PDF LOI using Instantly.ai. This is designed for high volume and prioritizes the seller finance offer.

Workflow Diagram

flowchart TB
    A[Privvy Alert/List] --> B{Email Notification};
    B --> C{Calculate Offers};
    C -- Seller Finance --> D[Generate Seller Finance LOI - PDF];
    C -- Cash Offer --> E[Generate Cash Offer LOI - PDF];
    D --> F{Format Email};
    E --> F;
    F --> G[Send Email via Instantly.ai w/ PDF];
    G --> H{Monitor Response};
    H -- Positive --> I[CRM: Positive Response];
    H -- Negative --> J[CRM: Negative Response];
    H -- Unknown/No Response --> K[CRM: Unknown/No Response];

https://app.excalidraw.com/s/1UUmr1qjBt6/9Wt1ozmqQTv?element=I9O8BL6OnLFLnZj99EU4K

Workflow Steps

  1. Lead Source: Privvy identifies properties matching pre-set criteria (e.g., new listings, price drops in target states).
  2. Notification: A notification (likely email) is triggered with the property details.
  3. Offer Calculation (Martell's Logic):
  4. LOI Generation: Two PDF LOIs (or one combined LOI with both options) are generated using the calculated figures and property details. The example 520 Pinnacle Properties LOI shows a cash offer format. The OFFER ON [[Property Address]] template shows placeholders for both cash ([[Cash Offer]]) and potentially seller finance details (though Option 2 seems like a creative finance structure, possibly taking over existing payments). The strategy note explicitly says to include both in the initial outreach, prioritizing seller finance.
  5. Email Formatting: An email is crafted using a template (similar to the Austin Wan email provided, but adapted). It will present the seller finance offer prominently, with the cash offer as a secondary option. It must include the LOI as a PDF attachment, not a hyperlink ("completely not use the link"). The email might also offer additional commission to the listing agent if applicable (as seen in Austin's email).
  6. Outreach: The email with the attached PDF LOI is sent via Instantly.ai to the listing agent or owner (if direct contact info is available). Only one email per lead ("prioritizing volume over squeezing").
  7. Response Handling: Responses (or lack thereof) are tracked (likely via Instantly.ai webhooks feeding back into GHL). Leads are categorized in the CRM (GHL) as Positive, Negative, or Unknown/No Response to trigger appropriate next steps (manual follow-up, different workflows, etc.).

Implementation Details: