01 Prospecting
- Owners found
- 41
- Loan due in 18 months
- 17
- With a direct line
- 34
One reason to call for each
The OS Brokers · Investment sales and leasing brokers
Win more listings and close them faster.
Prospecting, valuations, offering memoranda, buyers and closing in one place, the way your team already works.
- MarketRetail, Miami-DadeSet
- OwnersHeld 10+ years, loan due soon41 found
- PeopleDecision maker and a direct lineMatched
- Reason to callOne line for each ownerWritten
Owner call list
41 owners with a reason to sell
- Loan due in 18 mo
- 17
- Held 10+ years
- 29
- Direct line
- 34
What firms like yours got.
What our clients got, without their names, and what our runs found.
- Brokerage · valuation requestClient result3 h 20 minFrom a valuation request forwarded by email to a full opinion of value.The broker asked to send more, and did.
- Brokerage research teamClient result17 loansWith full addresses in the team’s own market, as a PDF and a spreadsheet.
- Valuation team · no files sharedFound on our runs$49.2MA full opinion of value for 286 apartments, with its live Excel, from the address alone.No NDA, no data room.
The OS Brokers, in one minute.
One system. One goal.
Every step of your work runs through one system, toward the numbers you are paid on.
- 01Prospecting
- 02Pitch
- 03Valuation
- 04Offering memorandum
- 05Buyers
- 06Marketing
- 07Tours and questions
- 08Offers
- 09Closing
The OS BrokersOne system for the firmRunning 24/7
- 6:50 am41 owners with a reason to sell
- 11:20 amBOV for Harbor Point drafted
- 3:05 pmBuyer questions answered from the data room
Owners trackedAll
Late follow-ups0
The goal
Listings wonUp
Deals closedUp
Your workflow, end to end.
9 steps, one system. Pick a step to see what it hands back.
Measured, not promised.
Medians of our production runs over the last 30 days, from the request to the delivered files.
- About 40 minutesValue opinion
- About 30 minutesUp to 10 properties valued at once
- About 20 minutesComps
It works inside the firm you already have.
Nothing to move, nothing to replace. Our team connects The OS to your stack.
- Excel
- Your CRM
- Data room
- Shared drive
The OS BrokersReads, checks, writes
- Your inbox
- Your Excel model
- Your CRM
- Your memo template
Your stack, anyEmail, Excel, your CRM, your data room. Nothing to move, nothing to replace.
Answers where you workIn your inbox, in Excel, in your CRM. Every number traced to its document.
Learns your formatYour memo, your model, your checklist. The more it does, the closer it gets.
Running on your work in 72 hours.
- Day 1MapWe sit with the person who does the work and write the process down: what comes in, what gets checked, your template, who signs.
- Day 2BuildOur team connects it to your stack (where the work arrives, your models, your CRM or warehouse) and to your template, then runs it on the work already arriving.
- Day 3Run and measureYour team runs it on live cases. Together we time each one and check every figure against its source.
- ThenAn annual agreementThe process keeps running and we tune it to your team. The next process is mapped, built and measured the same way.
Book a demo.
We run the demo on your kind of work, start to finish.
- Your workflow, the way your team runs it
- Your formats: your memo, your model
- Who signs, and what changes for the team