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Bring property research and follow-up details together—with people in control.

Illustrative idea, not a published runnable template. Grunt is prelaunch; live service is paused and live provider connections and outcomes remain unverified. The steps, providers, and outcomes below describe a concept.

Start with a defined property search and prepare a review list of matching properties, relevant characteristics, and available owner contact information. Keep personal details limited to the staff who need them, mark uncertain matches clearly, and require a person to confirm both the record and the permitted next step before adding it to a shared system or making contact.

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Actual availability depends on published steps, supported connections, permissions, and provider approval.

Illustrative workflow and outcome
A property search is selectedA real estate team member’s approved property criteria and target area
“Prepare property and available owner contact details for review, while leaving record changes and all outreach decisions to a person.”
Work through the request.

Clear tasks, with review where it matters.

  1. Set property search criteria
  2. Review property matches and qualification details
  3. Prepare available owner contact details
See all 5 tasks
An organized lead list with property and contact details, uncertainty flags, and human review needed before use.

What this workflow could do

Helps real estate professionals organize property research and potential owner contacts into a list their team can assess.

Review points proposed in this idea

Owner contact details are personal information and may be inaccurate, restricted, or inappropriate for the intended use. Follow applicable privacy, marketing, and source-use requirements; collect and retain only necessary details; restrict access; verify each match; and require a responsible person to approve any record entry and the exact recipient and message before outreach.

How the idea could work

Select an illustrative task to explore its proposed role. No workflow runs here.

Explore the sequenceStep 1 of 5

  1. Choose the locations and property characteristics that fit the team’s legitimate research purpose.

Step 1 of 5

Set property search criteria

Choose the locations and property characteristics that fit the team’s legitimate research purpose.

Proposed setup considerations

These are planning notes for the concept, not instructions for a currently available template.

  1. 01

    Choose eligible properties and search criteria

    Define target areas, useful property characteristics, and exclusions for the team’s research.

  2. 02

    Limit the owner details collected

    Decide which contact fields are genuinely needed and exclude unrelated personal information.

  3. 03

    Set access, retention, and contact rules

    Restrict lead data to authorized staff, set removal expectations, and honor contact preferences.

  4. 04

    Assign verification and outreach approvers

    Name who confirms each property-owner match, approves record changes, and reviews every proposed message.

Read the prelaunch status

Published templates and verified customer availability remain pending.

A little help with the whole task

A little less busywork.
A little more room for you.

Explore the sample experience while launch details are being finalized.

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