Prospect List Building & Outreach for Real Estate Syndicators with Cashflow Portal
The Problem
Syndication & Capital Raising prospecting is a volume game — but the broker's time is too valuable to spend building lists and drafting outreach.
What We Build in Cashflow Portal
AI builds targeted prospect lists from Juniper Square, drafts personalized outreach per prospect, logs replies in the CRM, and queues follow-up — broker runs a full pipeline with half the SDR headcount. Purpose-built for teams running Cashflow Portal — uses the native API or agent integration so nothing leaves the system of record.
Cashflow Portal Integration Approach
Audit your Cashflow Portal configuration
We map the specific Cashflow Portal objects, custom fields, and workflows the automation needs to touch for your syndication & capital raising practice.
Build on the Cashflow Portal API or agent
Integration happens inside Cashflow Portal — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Cashflow Portal with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Cashflow Portal instance
30-minute call. We'll look at your actual Cashflow Portal setup and show exactly how this workflow fits.