Readiness Engine — Real Estate
Upload three files (lead info, financial data, property criteria). We auto-detect by headers + filename. If detection is ambiguous, we fail loudly with a clear error. System recommendation — human decision required.
Step 1: Download sample CSVs (or export from your CRM). Step 2: Upload exactly 3 files and click Evaluate Lead.
Selected files
No files selected.
Required: Exactly 3 files (lead.csv, financial.csv, property.csv)
CSV Templates
Download blank CSV templates to use as a starting point for your lead data.
Tip: Each file must have a
lead_id column to link records across files.Try Sample Data
One-click evaluation with sample lead data. See how the system works.
Download CSV templates
Good Lead
Bad Lead