Comparable Research & Proposal Prep

Q: Do agents still review proposals before they go to clients?

Yes, the draft still routes to the appropriate reviewer before it reaches the client, keeping human oversight in place.

Q: Can this work alongside the spreadsheets and documents we already use?

Yes, it connects to the spreadsheet, document, and CRM tools your team already relies on.

Q: What happens if a comparable property has incomplete public records?

The workflow flags gaps or inconsistencies for the analyst to resolve manually rather than guessing at missing data.

Q: Is this practical for a small brokerage with only a couple of agents?

Yes, smaller teams tend to see the biggest relief since one or two people usually handle both research and drafting.

Automated comp research and proposal assembly cuts days of manual work down to a repeatable, consistent workflow your agents can actually trust.

104 hrs

Manual time identified

Companies have mapped

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About This Automation

Comparable research and proposal prep asks someone to hunt through scattered market records to find relevant sales and lease data, then translate that into a valuation and a written proposal.

An automated version gathers comparable data, verifies property details, and calculates valuation metrics without manual searching. It compiles a clean summary, drafts the proposal from a standard template, and routes it for review before sending it to the client.

Key features:

Gather comparable sales and lease data from market sources automatically

Verify square footage, zoning, and condition details against public records

Calculate price per square foot, cap rate, and adjusted value ranges

Compile the strongest comparables into a ready-to-review summary

Draft the client-facing proposal from a standard template

Send the finalized proposal and log the outcome against the client record

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Scattered comparable sources Research analysts search across multiple listing sources with no single reliable database.	80%
2	Inconsistent proposal formatting Proposals vary in structure and tone depending on which agent drafts them.	67%
3	Slow client turnaround The multi-step manual process delays getting proposals in front of clients.	53%
4	Manual verification errors Cross-checking property details by hand introduces occasional data mistakes.	40%
5	Review bottleneck Draft proposals wait in a manager's queue before edits get returned.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

8.8/ 10

AI Fit Rating™

8.5/ 10

Automation Lift Index™

8.0/ 10

Hidden Overhead™

6.5/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. New Listing Request Receivedtrigger

A new comp research request lands and starts the workflow automatically.

2. Comp Data Research Compiles Comparables

The automation pulls recent comparable sales and lease data, verifies property specifics, and calculates valuation metrics.

3. Log Comparable Data

Verified comps and calculated metrics are written into a structured comp set sheet.

4. Proposal Drafting Drafts Proposal

The automation generates a client-ready proposal using the comp set and the standard proposal template.

5. Sales Manager Reviews Edits

When the draft genuinely needs changes, a sales manager edits the proposal directly before it moves forward.

6. Send Proposal

The finalized proposal is sent to the client for review and signature.

7. Log Sent Proposal

The sent proposal and its status are logged against the client record.

Most popular tool stack used

— the complete tool combinations companies use

55% of companies

25% of companies

15% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

116 hrsIdentified

4Mapped

View

Frequently asked questions

Everything you need to know before mapping this process.

What parts of comp research and proposal prep does the automation handle?

It gathers comparable data, verifies property details, calculates valuation metrics, and drafts the proposal document for review.

Do agents still review proposals before they go to clients?

Can this work alongside the spreadsheets and documents we already use?

What happens if a comparable property has incomplete public records?

Is this practical for a small brokerage with only a couple of agents?

View more FAQs

Process pain:8.8/10

Mapped by:4 Companies

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Page updated 10 August 2026