- Define a buy box: asset type, markets, size, price and target returns.
- Set saved-search alerts on Crexi and LoopNet; add owner and debt-maturity lists from a data provider such as Reonomy or PropStream.
- Route alerts by email or webhook into Zapier or Make. Add an AI step that summarizes each listing against your buy box and assigns a fit score with reasons.
- Write qualified deals to your CRM (HubSpot or Salesforce) with source, score and next action.
- Review weekly. Tune the buy box and prompts based on which deals actually advanced.
Educational framework only; not lending or investment advice.