🌅 Morning Triage Review (8am)

📅 You are at Day -1 / Day 0: Briefing arrives 6am AEST (Day -1 late). Triage + call list set on Day 0 AM. Call block midday. See full pipeline timeline →

③ How to run this play (step-by-step)

1. Open the dashboard on phone or laptop
   Bookmark already on home screen. Tap to open.
   Open dashboard ↗
2. Trust the ✅ Creative CF banner — that's the qualifier
   Every card leads with a green banner like: ✅ Creative CF +$847/mo · $1,540,000 @ 0%, 10% down ($154,000), 30yr. That's the precomputed monthly cash flow AFTER restructuring under Richard's terms (offer = asking + 10/20%, 0% rate, 10/12% down, 30yr amortization, minus 1.5%/yr taxes, minus 20% reserves — same defaults Richard's Offer Oven uses). If a deal made it to the list, the restructure already pencils — that's the qualification gate. Bank-rate CF is shown alongside for context (negative = DSCR fails = seller is stuck), but you don't have to re-do the math. Sort order is highest Creative CF first; that's your priority list.
3. Read the status pill — but DON'T skip RELISTED/PAUSED
   Each card shows a status pill. Richard's stance (Mortgage Takeover course, ~9:15 mark): a long-DOM or relisted listing is a motivation signal, not a disqualifier. He closed a $9K mortgage takeover on a removed listing in that very example. ⚠ RELISTED = likely fell through once → seller is now extra motivated and the agent has lost their commission once. Call these first. ⚠ Paused = same logic, milder. If Zillow shows 'Active Under Contract' currently, still leave the voicemail — accepted offers fall through constantly (financing, inspection, appraisal); your script is the backup-offer pitch they'll remember when it does. Use the status as leverage in the pitch: 'I saw you've been listed 180 days — looks like something didn't stick. I have a creative way to close this one.'
4. Read Tier A deals first (top priority)
   Tier A = MFH 5+ units $350K-$1.4M, DOM 90+, DSCR fails at bank rate AND Creative CF ≥ $100/mo. Highest assignment fee potential ($50K+). Cap your morning call list at 2-3 Tier A deals.
5. Then Tier B (cheap stale SFH on Seller Finance)
   SFH <$100K, DOM 90+, same dual-gate (bank fails / creative cash-flows). Lower-effort calls — aim for 3-5 voicemails in a single sitting.
6. Then Mortgage Takeover deals (🔑 blue accent)
   MT cards represent listings with a FAVORABLE existing loan you'd assume. BBC's CF on these IS the creative scenario (after takeover). Pitch is to pay seller ~$10K to take over the debt — fast close, no bank, no DSCR. Pre-2007 listings (long DOM at low int rate) are the gold mine.
7. Then Fix & Flip deals (🔨 orange accent)
   F&F cards are distressed cheap listings — BBC flagged them as fix-and-flip candidates. Richard's Cash Course rule: offer 70% of list price as a cash buyer. Photos in Zillow tell you if condition supports the spread. No seller-finance pitch; this is a fast cash deal.
8. Tier C (cash buyer SFH) — only if quota for the week is light
   Cash offers are lower yield. Skip if Tier A/B/MT fills your block.
9. Copy each script before dialing
   Tap the deal → Tier playbook → 'Copy script' button. Paste into Notes app for during-call reference.
10. Find agent phone numbers via Zillow
    Tap the Zillow link on each briefing card → agent name → cell phone. Save to your call list.
11. Skip data-incomplete deals for now
    Deals with missing rent/PITI need Zillow or Rentometer enrichment. Park them for a 'data cleanup' block later in the day.
12. VERIFY ON ZILLOW BEFORE TRACKING — non-optional
    Mandatory step. BBC's API does NOT expose listing condition, REO/auction status, or rehab needs. Our triage filters what it can (manufactured homes, auction-agent names like Auction.com, new construction, condos, vacant land), but heavy-rehab / hidden REO / weird listings still slip through. For every card you intend to track, tap the Zillow link FIRST and check:

    • Photos: condition compatible with Richard's method? (Refresh-level OK for F&F, heavy-gut = REJECT)
    • Listing description text: any of 'REO', 'bank owned', 'auction', 'cash only', 'as-is', 'investor special', 'no FHA' → REJECT
    • Listing agent: individual realtor (good) vs corporate name like 'Auction.com', 'Williams & Williams', 'Altisource' (REJECT — we already auto-catch most)
    • Property type sanity: single apartment unit vs whole MFH building — does it match what BBC reported?

    If anything looks off, do NOT Track. The benchmark of Richard's completed deals (transcripts/hmhw-completed-deals-benchmark.md) is the pattern to match — clean residential listings, individual sellers/agents, no auction/REO complications.
13. Tap '+ Track Property' on every card you'll work today
    Each briefing card has a green + Track Property button. Tapping opens Airtable Deal Flow with all the deal's fields prefilled (address, PID, tier, agent, list price, Creative CF, Zillow link, etc.). Pick the starting status from the dropdown (default: Triage) and save. The moment a property is in Deal Flow, it drops out of tomorrow's briefing — you'll manage it from the Airtable kanban from here on. This is how the daily list stays clean: properties you've committed to don't keep reappearing.
    Open Deal Flow kanban ↗
14. Two ways a deal exits the daily briefing
    (a) You tap + Track Property → Airtable Deal Flow → property is excluded from tomorrow's daily (existence in Deal Flow = excluded). Use this for every deal you're going to call. (b) Inside BBC, when you commit to a formal offer, click 'Save to Pipeline' inside the Create Offer modal → BBC auto-excludes the property from Lightning Leads search (verified via API probe 2026-05-13). Use this once you're past voicemail stage and pitching real terms. Both mechanisms work independently; either one removes the property from your daily.
15. Condos auto-filter — Richard's stance
    Property type 'Condo' is excluded from the daily by default (counted in 'Land-skipped' along with vacant land). Reason: Mortgage Takeover Course L1095 — 'these are condos. Not really interested in any condos.' Cheap HOA-laden vacation condos erode SF/MT math. Exception: Richard does take condo MT plays when the seller is underwater (MT Course L1108) or for luxury/beachfront (L1219). For those, search BBC directly and add to Deal Flow manually.

⑨ Sources (go deeper)