Sellers are pulled and texted by each account's main blast.
Reports how many fresh sellers are left in each SMS account's blast
Every reply is read: fields filled, opt-outs handled, callbacks dated. Part 2 (inbox engine) is replacing these in shadow.
A1 inbox engine: reads each new seller reply once. LIVE: opt-outs/negatives suppressed + marked read. SHADOW: fields, callbacks, notes, drafts
Reads seller texts and fills asking price, condition, timeline fields
Turns a seller's "call me tomorrow at 9" into a real callback date
Creates the seller's card in the right acq stage when they engage
Tags each new opp's contact with its city
Tells the VA and rep when a seller booked a callback, and chases it
When a VA books a Seller Callback slot, moves the card/tasks to match
VAs work the replies. When a VA qualifies on the phone, the VA moves the card to Underwriting.
A2: each morning, one GHL task per VA with their ranked sellers to work (SHADOW)
Reviews what the AI VA (Alexis) said and flags rule breaks
When a VA tags a lead disqualified, closes its card and removes its Property
AI texts a check-in when a follow-up is due, then moves the card down the ladder.
AI writes and sends long-term follow-up texts to sellers
A2: seller callback passed with no call logged -> VA task, then Korbin after 1h (SHADOW)
Alerts if the follow-up engine silently stops
Acq reps comp, make offers. Friday review grades the VAs' leads.
Friday: grades the VAs' leads (asking <= 70% of ARV + motivation)
Offer Accepted -> PSA sent and signed. Auto-send is built but OFF (last step of the rebuild).
Daily dry report of seller PSAs and buyer Assignments ready or blocked
After a contract is signed, checks the deal has every field dispo needs; alerts gaps
Copies each deal's closing date from the PandaDoc PSA into GHL
On newly signed deals, builds a welcome packet for review and texts Alexis
Checks PandaDoc every 30 min for signed Sourced liability forms, archives PDF, alerts
A signed deal crosses into KG Dispo with its Property record.
Gives every acq card its Property record (matched by house number + street)
Hands a signed deal from acq accounts into KG Dispo
Copies 'Contract Signed' deals into the TC account
Old cross-account push of Contract Signed deals into Dispo Acc (Spencer accounts)
Double-checks every trigger-stage opp actually landed in Dispo/TC
Bowe works buyers on ACTIVE deals only; buyer blasts and walkthroughs.
Bowe, the dispo rep: texts buyers on active deals
Asks interested buyers on active deals if they are still interested
Escalation ladder: how hard each deal is marketed and what comes next
Alerts when an active deal is not actually being marketed
Turns buyer offers in texts into records and alerts
Texts buyers 2h before and 2h after a walk
Moves walks through scheduled/confirmed/completed/no-show; day-before/after texts
Builds Bowe's deal list from the GHL property records
Buyer Offer Accepted -> Assignment -> Closing pipeline -> paid.
Flags deals past their closing date
Picks up new JV Deal Board submissions, creates the dispo card, alerts Korbin/Spencer
Pauses an account's senders 20 min after an opt-out warning if nobody acts
Warns Korbin + Spencer when an account's opt-out rate nears carrier suspension
Instant alert when an account-level carrier/A2P restriction hits SMS 1/2/3 or KG Dispo
Alerts Korbin + Joad on GHL compliance emails (opt-out/suspension/A2P)
Every 12h tags people who said no/stop as opted-out/not-interested
Every 4h re-scans old threads for people who said stop and were texted anyway
Morning health text
Daily: the account config still matches GHL
Checks the wholesale system works right now and alerts on breakage
Card counts are open cards across Korbin SMS 1-4 (acq stages) and KG Dispo (dispo and closing stages). Jobs on the Mac are not shown yet.