New Idea Protocol · Architecture Spec

Realtor Pre-Listing Dossier Automation

Brand TGA Date 2026-07-22 Maturity Solution-First Type Automation & AI Workflow SaaS Tier $49–$99/mo
MVP Promise

"Deliver a 60-second mobile 'Driveway Dossier' link to a listing agent's phone 45 minutes before a scheduled appointment, summarizing 24h market shifts, legal ownership, local news, and weather."

Who & Why
Primary User & Pain Point

Listing Agents & Team Leads

Eliminates table-side blindsides from unannounced neighbor price drops, unverified seller tax roll ownership, and weak hyper-local neighborhood context during listing pitches.

The Success Moment

The Driveway Read

Sitting in the car 10 minutes before the appointment, skimming the 60-second mobile brief, and walking up to the door knowing every recent price move on the block and the exact legal names on the deed.

Scope Boundaries
In Scope - v1 Features
  • Google Calendar OAuth webhook trigger (T-45m before Listing Appointment)
  • 24-Hour 5-Mile MLS Status Blitz (new active listings, price drops, pendings, expireds)
  • Property & Deed Verification (legal owners on tax roll, mortgage/equity history)
  • Hyper-local news & civic updates via Exa Search API
  • Appointment window weather forecast & driveway prep notes
  • SMS / Telegram push alert with 1-click mobile HTML briefing link
Non-Goals - What NOT to Build
  • Full CMA document generation or multi-page PDF exporting (use Cloud CMA/kvCORE)
  • Automated seller contract pre-filling or e-signatures
  • Deep private credit or invasive background checks on sellers
  • Multi-way complex CRM schema bi-directional syncing
User Workflow
1

Agent schedules "Listing Appointment - 124 Maple St" in Google Calendar.

2

Webhook fires T-45m prior; RentCast, Exa, and Weather APIs fetch data in parallel.

3

LLM synthesizes raw data into 5 executive mobile briefing cards.

4

Agent receives SMS/Telegram alert, opens 60-second brief in car, and wins the pitch.

System Design Sketch
Components

n8n workflow engine (or Python FastAPI microservice), Supabase PostgreSQL database, Twilio/Telegram worker, Jinja2/HTML renderer.

Data Flow

Calendar Webhook → Address Geocoding → Parallel RentCast + Exa + Weather Fetch → LLM Synthesis → Mobile HTML Brief Card → Push Alert.

API Surface

Webhook /api/v1/webhook/calendar, Brief viewer /brief/:id, Manual trigger /api/v1/trigger.

Storage

Supabase PostgreSQL for agent credentials, subscription state, and cached 24-hour transient brief data.

Caching / Queueing

Redis 24-hour TTL cache for rendered mobile brief HTML pages; fallback retry queue for webhook delivery.

Perf Target

Single brief builds in <4 seconds. Scalable to 1,000 daily briefs on Vercel + Supabase serverless stack.

Pressure Test & Risks
Riskiest User Assumption

Realtors will trust an automated brief 45 mins prior without manually opening desktop MLS. Validation: Include tap-to-verify MLS source links.

Riskiest Technical Assumption

RentCast/Exa APIs will provide accurate 24h status changes nationwide. Validation: Add freshness score indicator on brief cards.

Riskiest Business Assumption

Agents will pay $49-$99/mo recurring for a single pre-appointment utility. Validation: Position as "Win Rate Multiplier" via TGA Case Study.

Gates Evaluation
GateStatusNotes
Problem is clear enoughPassHigh-value pain point: winning listing appointments and avoiding table-side surprises.
MVP scope is small enoughPassTightly bounded to a T-45m Driveway Briefing card sent via SMS/Telegram.
Handoff prompt is implementation-readyPassIntegrations, architecture, and Seven-File Context structure fully mapped.
Wizard-of-Oz path was consideredPassn8n + Telegram Bot prototype path defined.
Definition of Done
  • Google Calendar webhook successfully receives appointment event and parses target property address.
  • RentCast, Exa, and Weather APIs run in parallel to synthesize tax roll, 24h 5mi comps, local news, and weather.
  • Agent receives SMS/Telegram alert with mobile HTML briefing card 45 minutes prior to appointment.
  • Mobile HTML brief renders cleanly on iOS and Android devices in under 1 second.
  • TGA Editorial Case Study draft completed for blog publishing on thegreenanchor.com.
  • Performance audit pass completed on hot paths, or explicitly waived for v1.
Interactive Mobile Simulation

The Driveway Briefing Preview

This is what the agent receives on their phone 45 minutes before the listing appointment.

T-45m Driveway Brief · Verified
124 Maple Street
Highland Park · Appt: 3:00 PM (In 42 mins)
⚡ 24h 5-Mile Status Blitz Fresh (12m ago)
🔴 Price Drop: 142 Maple St (-$25,000 yesterday, now $649k).
🟢 New Listing: 88 Oak Ave ($680k, 4b/3b, listed 4h ago).
🟡 Pending: 210 Cedar Ct (Under contract in 6 days).
📜 Property & Owner Intelligence
Deed Owners: Robert A. Miller & Sarah M. Miller
Original Purchase: $420,000 (2017) · Est. Equity: ~$310,000
Permit History: Roof replacement permit approved 2022.
📰 Neighborhood News & Events
Zoning Update: City approved new park expansion 3 blocks east.
Road Note: Utility work on Elm St (suggest alternate route).
🌤️ Weather & Prep Note
3:00 PM: 78°F, Partly Cloudy · 10% Rain
Prep Tip: Great natural light in south-facing living room during appointment hours.
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