CASE STUDY: BUILDING LEADS FLOW ACCELERATOR THE OPPORTUNITY ENGINE

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From Chaos to Clarity
Building the Real Estate Opportunity Engine Behind Leads Flow Accelerator.

Powered by Cadensoft’s DNA: ⚡ Speed · ✅ Compliance · ❤️ Empathy · 📈 Performance

🧩 The Challenge: Stale Data, Wasted Time, and Missed Deals

When Cadensoft began working with InnoCap Ventures—a real‑estate investment group focused on off‑market properties—it became immediately clear: the industry’s go‑to tools were broken.

Platforms like PropStream offered “pre‑foreclosure” lists—but those records were often outdated, inaccurate, or already resolved. Cross‑checking against local Clerk of Courts data revealed the truth:

❌ Leads marked as active had long since disappeared from the opportunity pipeline.

Even worse, investors were wasting several hours per day chasing ghost properties, missing their chance to engage distressed homeowners at the right moment.

Note: The outreach and results described in this case study reflect campaigns where individuals were either manually contacted through soft-touch outreach or had submitted their contact information through an ad or form. We do not use automated calls or texts prior to receiving explicit consent. All follow-up automation is initiated only after permission has been granted.

Discovery: Real Intelligence Starts at the Source

Cadensoft refocused efforts on the only trustworthy source of foreclosure events: real‑time legal filings from county court portals. But the data was unstructured, inconsistent, and required hours of manual review. One month could produce 150+ cases—all needing validation, parsing, and cleanup. So we did what we do best:

🔄 Automate. 🔄 Enrich. 🔄 Optimize.

⚙️ Solution Blueprint: Architecting the Opportunity Engine

🔧 Step 1: RPA‑Based Court Scraping

A custom RPA bot extracted foreclosure records directly from Clerk of Courts sites, capturing full docket histories—not just metadata.

🧠 Step 2: AI Legal Reasoning

We trained an AI agent to: read full docket text; identify real legal case status (not just “motions”); flag viable foreclosure cases; prioritize filings using trigger phrases: “ORDERED,” “ADJUDGED,” “SOLD TO”.

📊 Step 3: Property Site Integration + Investment Filtering

Verified addresses were sent to our property data system to enrich with: estimated home value; loan balance + lien data; ownership info; loan‑to‑value ratio.
Then filtered via our model: ✅ Single‑family, duplex, triplex; ✅ $100K+ equity; ❌ Mobile homes/condos/low‑equity assets; repair cost, margin, and holding cost all considered.

🔎 Step 4: Owner Identification + Skip TraceStream Integration + Investment Filtering

Using Spokeo we skip‑traced validated owner names to return verified phone numbers, most likely email, address confirmation — storing contact source & link in Salesforce.

👁 Step 5: Analyst Review
With AI handling upstream, analysts focus on: running comps via Redfin; validating repair scope & margins; reviewing only top‑tier leads. Result: hours saved, better decisions, and faster action.
🤖 Step 6: Human Soft‑Touch Outreach + Consent‑Based Automated Follow‑Up

Once a lead met qualification criteria, our team initiated manual, soft‑touch outreach—typically a single text or phone call placed by a human agent. These initial interactions were performed without automation, ensuring full compliance with TCPA and state contact regulations.

The goal of this first contact was simple:

  • Introduce the company gently

  • Understand whether the homeowner wanted help

  • Ask for explicit permission to continue the conversation

  • Determine their preferred communication method

“Hi, this is Jessica with InnoCap Ventures. I hope it’s okay I’m reaching out about your property. If you’re facing challenges, we may have options that could help. If you’d like to talk, you can reply here or let me know a good time to connect.”

🤖 Step 7: AI‑Powered Follow‑Up (Post‑Consent)

Post‑Consent Automation

Only after the homeowner provided clear consent to continue the conversation did we activate our automated follow‑up workflows.

With consent secured, we leveraged AI and automation to support the sales team:

  • Synthflow‑powered reminders and follow‑ups

  • Automated email touchpoints summarizing next steps

  • Context‑aware guidance based on the seller’s goals

  • AI‑generated conversation summaries pushed into Salesforce

  • Automated task creation for reps (call reminders, documentation needs, etc.)

Rather than replacing human interaction, automation supported the process by ensuring:

  • No leads went cold

  • Follow‑ups happened on time

  • Important details were captured and documented

  • The seller’s preferences (SMS, phone, email) were respected

End‑to‑End Real Estate Intelligence Engine

From source to store — every step automated, enriched, and auditable.

📈 Results & Measurable Impact

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Time Savings

Lead qualification time reduced from hours → under 10 minutes

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Increased Response Rates

100% increase in contact rates with verified data + even with manual outreach

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Higher Deal Volume

150% increase in deal volume in just 60 days

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Improved Human Efficiency

Analysts review only ROI‑ready leads

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Superior Quality

100% of records are clean, traceable and fully actionable

Outcome: A Product Was Born — Leads Flow Accelerator

This solution didn’t stop with InnoCap—it became the prototype for Cadensoft’s flagship product: Leads Flow Accelerator — a turnkey AI‑powered system built for real estate professionals drowning in poor‑quality leads and missing high‑value deals.

It reflects Cadensoft’s core DNA:
⚡️ Speed · ✅ Compliance · ❤️ Empathy · 📈 Performance

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“We didn’t just automate sourcing off market real estate opportunities—we redefined how the pipeline should work. And now we’re giving that power to others.”

— Erik Hornyak, CEO, Cadensoft

Next Steps

📅 Ready to See It In Action?

We host live webinars every 3 weeks where we demonstrate the full power of the Leads Flow Accelerator — from live court scraping to real‑time AI outreach.

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