AI agents for real estate wholesaling
Four agent workflows to set up for your team
These are workflows you configure in CRMCoPilot, not ready-made templates. Each card shows what's available today.
Build it todayCash Buyer Finder
You need active investors in every market where you lock up contracts.
Runs a saved search for real estate investment companies and "we buy houses" businesses by market, including local firms found through Google Maps search, and adds new ones on a schedule.
- Example input
- Real estate investment companies and home buyers within 40 miles of Memphis, TN
- Expected output
- Investor businesses with owners and verified emails, sent to your CRM
Built with: Saved search + Google Maps search + Autopilot (paid plans)
Build an agent for this workflow →Build it todayLandlord & Portfolio Buyer Finder
Buy-and-hold operators buy steadily, but they're hard to identify.
Finds property management and rental portfolio companies and the people who approve acquisitions.
- Example input
- Owner, Managing Member, Acquisitions Director, at rental operators with 5–100 employees
- Expected output
- Named decision-makers at buy-and-hold companies
Built with: Keyword + title filters (decision-maker search on paid plans)
Build an agent for this workflow →Build it todayDeal Partner Finder
Every closing depends on a title company, a lender and often an agent.
Searches your market for investor-friendly title companies, real estate attorneys, private and hard-money lenders, and brokerages.
- Example input
- Title companies and private lenders in Dallas–Fort Worth
- Expected output
- A partner list with verified contacts
Built with: Keyword + location search
Build an agent for this workflow →Available nowDisposition Outreach Agent
Buyers ignore generic "hot deal" emails from people they don't know.
Introduces you to new buyers with a personalized email sequence that asks for their buy box, and stops when they reply.
- Example input
- Investor contact + your markets and deal types
- Expected output
- Buyer conversations and buy-box criteria in your CRM
Built with: AI research and pitch + sequences (paid plans)
Start using this today →