Custom Deal Profiles — Write Your Own Strategy

Custom Deal Profiles — Write Your Own Strategy

The built-in profiles cover common strategies, but your investment approach may be unique. Custom deal profiles let you write your own scoring criteria that the AI follows when evaluating properties. Pro+

Creating a Custom Profile

1. Open the Scoring panel in the sidebar.
2. Click Create Custom Profile (or the + button).
3. Enter a name for your profile (e.g., "Tampa Bay Duplex Conversion").
4. Write your strategy description — this is the most important part. The AI reads this verbatim when scoring.
5. Save the profile.

Writing an Effective Strategy Description

The AI uses your strategy description as its scoring instructions. Be specific and explicit about what matters to you.

Good example:

I am looking for single-family homes in Pinellas County that can be converted to duplexes. Ideal properties have: lot size over 6,000 sqft, zoning that allows multi-family or ADU, year built before 2000, assessed value under $250,000, and no HOA restrictions. Bonus points for alley access (allows separate entrance), absentee ownership (motivated seller), and any distress signals. Penalize properties in flood zone AE or VE.

Bad example:

Find me good investment properties.

The first description gives the AI clear, measurable criteria. The second is too vague to produce meaningful scores.

Tips for Better Custom Profiles

• Specify property type — "single-family homes" or "vacant lots over 10,000 sqft"
• Include financial criteria — "assessed value under $300,000" or "estimated equity over 40%"
• Mention distress signals — "prioritize tax delinquent with lis pendens"
• State your exit strategy — "intended for buy-and-hold rental" shapes how the AI evaluates
• Set geographic preferences — "within 5 miles of downtown Tampa" or "not in flood zones"
• Define deal-breakers — "exclude commercial properties" or "must have at least 3 bedrooms"

Managing Custom Profiles

You can edit, rename, or delete custom profiles at any time from the Scoring panel. Editing a profile does not retroactively change past scoring results — you need to re-run the scoring session with the updated profile.

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