How It Actually Works

This is how your operation
should have worked all along.

You’re about to see a full AI crew dismantle every bottleneck in your wholesale pipeline — lead to close, in sequence, with zero hand-holding. Read it slowly. You’re going to have feelings about how you’ve been doing this manually.

Anatomy of a Kill

A seller submits your form at 11:43pm on a Tuesday.
Here’s what happens while you sleep.

Every step below is real. Every timestamp is accurate. Your competitor’s VA will see this lead at 9am tomorrow and start Googling the address. By then, your deal is already in motion.

01
ShieldLeadMagnet
Intercept. Tag. Scrub. The lead doesn’t even know it happened.
Webhook fires. LeadMagnet captures, normalizes, and tags the record before your CRM even finishes the page redirect. Then Shield runs a full DNC and TCPA scrub. Not after enrichment. Not when someone remembers. First. Dirty number? Dead on arrival. Clean? The clock starts and it does not stop.
TimeUnder 4 seconds. Your VA takes 4 hours to even notice the lead exists.
02
LeadBriefBatchData
Full property intel. Assembled and scored. It’s 11:43pm.
LeadBrief hits BatchData with a waterfall enrichment call. Ownership history, equity position, tax records, contact validation, liens — pulled, structured, and scored 0–100. Low confidence gets flagged with a reason code, not buried in a spreadsheet tab nobody checks. No data fabrication. No “I think the ARV is around...”
OutputComplete enriched record + lead score in CRM. You’re still asleep. That’s the point.
03
IntakeVoniq
7:01am. The seller picks up. They think you’re incredible. You’re in the shower.
Intake triggers an outbound Voniq voice call at your configured contact window. Natural conversation. Qualifies the seller, captures property condition, gauges motivation, and recommends next steps — all logged to CRM with a full transcript. Your competitor’s cold caller just clocked in and is still loading their dialer.
OutputQualification score, property notes, appointment readiness flag — all in CRM before your first meeting
04
BridgeAnchorSherpa
Seller stays warm. AE shows up armed. Nobody did any busy work.
Bridge keeps the seller engaged between Intake and the appointment — soft touchpoints, momentum, zero awkward silence. Anchor confirms at 24hrs and 2hrs out, because no-shows are a tax on bad operations. Meanwhile, Sherpa builds the AE’s prep brief: lead intel, comps, offer range, talking points. Your AE walks in looking like they spent two hours researching. They spent zero. That’s not laziness. That’s architecture.
OutputConfirmed appointment + full AE prep brief — your closer walks in dangerous
05
CompbotOfferEngineClearance
Verbal yes. Deal Desk activates. No deal advances on vibes.
Compbot pulls comps. OfferEngine calculates the MAO based on ARV and your configured margins — not your AE’s gut feeling. PropertyBrief assembles the full property file. Blueprint populates the contract. Clearance reviews everything and signs off before TC ever sees it. This is where most operations fall apart — handoff chaos, missing docs, “I thought you sent that.” Not here.
OutputComplete deal package, reviewed and signed off — ready for TC with nothing missing
06
SummitLedgerCountdown
Contract to close. Zero dropped balls. Zero “oh I forgot” calls.
Summit owns the deal file. Ledger tracks every document status. Countdown monitors every contractual deadline and fires escalation alerts before things go sideways — not the morning of closing when someone realizes the title commitment was never ordered. Manifest verifies completeness before anyone signals ready to close. This is where your “experienced TC” drops two deals a month. Chief drops zero.
OutputClean close. File archived by Sweep. Buyer relationship logged in Rolodex. On to the next one.

Technical Architecture

This wasn’t designed in a pitch deck.
It was built inside a live wholesale operation.

Chief is an orchestration layer, not another SaaS platform begging you to migrate. Three components. Your existing CRM. Your existing data. No rip-and-replace. No “just import your contacts and get started!” This is infrastructure built by someone who has personally watched deals die from bad handoffs.

n8n Orchestration Layer
The spine. Every webhook event enters here, gets routed to the correct agent, and triggers CRM writes in sequence. Every action is logged before the next step fires. Logging isn’t a feature — it’s a requirement. If it didn’t get logged, it didn’t happen.
Self-hosted or cloud. Credentials via environment variables. Idempotent writes prevent duplicate records on retrigger, because your CRM has enough garbage in it already.
Claude API — Tiered Model Routing
Most AI products throw their most expensive model at every task and pray the unit economics work out. We don’t pray. Routing is centralized — agents never pick their own model. Haiku handles structure. Sonnet handles judgment. Opus is reserved for decisions with dollar signs attached.
Prompt caching on every system prompt from day one. 60–70% cost reduction vs. flat Sonnet deployment. All outputs are structured JSON — no freeform text anywhere in the orchestration layer. Machines talking to machines don’t need prose.
CRM Integration — Webhooks & REST
We don’t care what CRM you use. Chief wraps around it via webhooks and REST API. No CRM-native AI. No plugins. No “marketplace app” with 2-star reviews. Shield runs before every agent on every new lead — enforced at the orchestration layer, not left to individual agents to remember.
Priority order: Salesforce → GHL → HubSpot → Podio. BatchData calls include retry logic with exponential backoff. Voniq webhooks validated before processing. We built for the CRMs operators actually use, not the ones VCs like.

Model Tiering Strategy

You don’t send a surgeon
to take a blood pressure reading.

Every AI company you’ve talked to runs one model for everything and charges you for the waste. We route agents across three intelligence tiers — the cheapest model that can do the job perfectly gets the job. The expensive model only fires when the decision has money on the line. This is the difference between burning cash and running a business.

ModelAssigned ToWhyEst. Cost vs. Flat Sonnet
HaikuShield, LeadBrief, PostMark, Bankroll, PipelineIQ, Anchor, Compbot, OfferEngine, PropertyBrief, Scout, Ledger, Countdown, Matchpoint, Broadcast, Rolodex, Sweep, Checkpoint, Watchdog, Manifest, Stacker, LeadMagnet, BridgeData formatting, compliance checks, document tracking, rule-based logic — tasks that don’t require opinions, just execution~15% of Sonnet cost. Yes, really.
SonnetWarden, Ranger, Intake, Sherpa, Rebound, Playbook, Blueprint, Clearance, Summit, Convoy, Closer, Overwatch, CuratorSeller conversations, orchestration, prep briefs, nuanced judgment calls — tasks where “close enough” costs you money1x baseline — earns its keep
OpusEscalation paths and cross-division analysis where the wrong answer costs five figuresMulti-variable decisions with real financial or legal consequence — the only time we spend the big money~5x Sonnet — worth every cent when it fires

CRM Agnostic. By Design.

We’re not asking you to
switch CRMs. We’re not insane.

You’ve got years of data, workflows, and muscle memory in your current system. We’re not touching it. Chief connects via webhooks and REST API, makes your CRM dramatically more capable, and never asks you to export a single CSV.

Salesforce
For operators who aren’t playing around
Launch Priority
GoHighLevel
Where most wholesalers actually live
Launch Priority
HubSpot
Mid-market operators scaling up
Phase 2
Podio
The OG REI workhorse
Phase 2

You just read the whole thing.
You know exactly what this does.
The only question is when.

We audit your CRM, map your roles, and configure every agent to your specific operation. You don’t learn a new platform. You watch deals close faster than you can update your pipeline board.

Deploy ChiefSee what it costs