CityOS Builder Playbook
Equip Builders with Capital, Marketing, and Seamless Closings.
Primary Objectives
Build consistent, value-driven relationships with custom and production builders
Support builder success through capital access, sales velocity, and seamless buyer financing
Deliver co-branded marketing systems, lead capture tools, and open house support
Generate 8+ quality builder conversations per day using permit-based prospecting
Use CRM and automation to follow up, provide value, and close opportunities at scale
WHO: Identifying and Targeting the Right Builders
Custom Home Builders
Ideal Builder Profiles
Production Builders
tract/development communities
Speculative Builders
build-to-sell
Remodelers and Renovators
General Contractors and Developers
Prospecting Tools
MMI (Market Management Insights)
Filter builders by permits issued, geography, loan officer activity
Identify those with volume or underserved lender relationships
Radiant Chat Prospecting Tool (Marketing Menu)
Search by builder keyword, business category, or zip code
Tag and SmartList for automated follow-up and tracking
Construction Monitor
Real-time permit data by project type, builder, location
Weekly Editions & Top Builder Reports
Powersearch filters by city, subdivision, project type
➡ constructionmonitor.com
WHAT: Delivering Value to Builders
"We help builders close faster, fund smarter, and move more homes with less friction."
Marketing Systems & Sales Tools
Powered by Total Expert + Radiant Chat:
Single Property Websites
Model Home Registration Landing Pages
On-site signage QR codes
linked to lead capture
Lead alerts
automated follow-up sequences
Weekly inventory updates
to referral partners
  • Custom Print & Presentation Collateral Pocket folders (co-branded)
  • Community brochures, spec sheets, and sales decks
  • New phase marketing kits
  • Open house event kits: flyers, sign-in sheets, QR codes
  • Buyer education presentations and print materials
HOW: Daily & Weekly Execution Cadence
📅 Theme Day Cadence
📆 Weekly Cadence
Final Positioning
"Builders want buyers who close, lenders who communicate, and marketing that moves inventory. We deliver all three and support your entire development cycle from land to locked loan."
Resources Available in CityOS
Builder Info Sheet & Marketing Kit
Comprehensive materials including flyers, open house signage, and co-branded pocket folders for professional presentations.
Digital Lead Generation
Model Home Registration Pages and co-branded Property Website demos capture buyer information directly into your pipeline.
Market Intelligence
Weekly Permits Watch Reports from Construction Monitor identify new building activity and competitive opportunities.
Automated Follow-up
SmartList Builder Nurture Sequences via Radiant Chat maintain consistent communication without manual effort.