How It Works · Intact Deal Origination

The method

How we find owners
who haven't told anyone yet.

Public records, a phone, and consistency most brokerages can't spare. Here's the whole method, including the parts that make it slow.

§ 01 · Seven steps

The method isn't secret.
Doing it every week is.

It's been taught at industry broker summits. We publish it and compete on execution.

STEP 01Define the universe
One metro, one asset class, a size band. Every commercial owner inside it, not a sample, not a purchased list segment.
STEP 02Layer the triggers
Loan maturity and origination dates, lease expiries, ownership tenure, permit history, servicer transfers, entity filings. Each owner carries a trigger with a date or they don't enter the sequence.
STEP 03Reconcile against your pipeline
Before a single call, we cross-check against owners your brokers are already working. Nobody in your shop gets called twice, and nobody gets called by us who is already yours.
STEP 04Approve the scripts
You approve every script and sequence before anything goes out. Your brokerage's name, your tone.
STEP 05Work it consistently
Multi-touch, phone-led. Owners with a live trigger rarely respond on the first attempt and often respond weeks later.
STEP 06Qualify against written criteria
Asset type, size, tenure, trigger named, decision-maker reached. Anything that misses doesn't count.
STEP 07Hand off with context
Your broker gets the owner, the trigger, the record, and what was actually said. Not a name and a phone number.

§ 02 · The honest timeline

Sixty days proves the sourcing.
It does not produce closings.

A stable origination pipeline takes six to twelve months of consistent activity. Anyone promising closed transactions in sixty days is either new to this business or lying about it.

What sixty days gives you is conversations, a measured conversion rate, and enough evidence to decide whether this belongs in your operation permanently.

DAY 0 to 60The pilot
Conversations, a measured conversion rate, evidence.
MONTH 6 to 12A stable pipeline
Consistent activity, compounding. Not before.

§ 03 · What we don't do

We work under your name.
Every owner becomes your relationship.

The deepest fear in brokerage, answered explicitly rather than implied.

NOT THIS

We don't represent owners

We don't take listings. We don't build a side channel to your market and sell it to investors: that model exists, and it competes with you.

NOT THIS

We don't do buyers

Every broker we've met has a buyer list and none of them lie awake about it.

NOT THIS

We don't do tenant rep

The cycles are long, the attribution is murky, and we'd be guessing about whether we helped.

§ 04 · The stages, in full

Four stages.
You can stop after any of them.

Each one earns the next. Nothing is bundled.

Stage 01

Market review

Twenty minutes on your metro and asset class: how many owners carry a live trigger, by category. You leave with at least three of them: names, trigger, record cited.

Stage 02

Origination map

Written analysis of your market. Owner universe, trigger counts by category, the outreach sequence to reach them. Yours to keep and run in-house if you'd rather.

Stage 03

Sourcing pilot

Sixty days. One asset class, one metro. Scripts approved by you, pipeline reconciled first, delivered against written criteria.

Stage 04

Ongoing

Continuous origination. Expand by asset class or geography as it earns its place.

One brokerage per metro, per asset class.

Two brokerages competing for the same owners in the same market is unworkable, for them and for us. When we're working your market, we're not working your competitor's.

§ 05 · Book it

See it on
your own market.

Bring your metro and asset class. Twenty minutes, and you leave with three owners carrying a documented trigger: names, trigger, record cited.

Book a 20-minute market review

Nothing falls through, starting with these three.