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

âž¡ 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.