Playbook · Ozzie AI workflows

Property & Zoning Lookup

Every number on a property before you pick up the phone

The Call You Are Not Ready For

A sign call comes in. The caller asks what the lot is zoned, whether they could put a suite in, what the assessment says. You do not know, so you say you will find out and call them back. By the time you call back they have spoken to two other agents.

This tool pulls the public record on a property in seconds: assessment history, lot size, zoning designation, and what that zoning actually permits.

The shift: you answer the question while they are still on the phone. That is the entire difference between a lead and a client.

What Comes Back

Assessment. Current and prior year values, so you can speak to the gap between assessed and market before the seller raises it.
Lot and structure. Lot dimensions, year built, square footage on record.

The full playbook

Read the full playbook free on Skool.

This is a preview. The other 7 sections and the branded PDF are in the free Elevation Real Estate HQ community, with weekly group calls.

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