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.
The full workflow, from trigger to completion.
A new comp research request lands and starts the workflow automatically.
The automation pulls recent comparable sales and lease data, verifies property specifics, and calculates valuation metrics.
Verified comps and calculated metrics are written into a structured comp set sheet.
The automation generates a client-ready proposal using the comp set and the standard proposal template.
When the draft genuinely needs changes, a sales manager edits the proposal directly before it moves forward.
The finalized proposal is sent to the client for review and signature.
The sent proposal and its status are logged against the client record.
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