CClever OffersPrototype — mock dataV1 pilotNew inquiry

Clever Ops — pilot tracker

Randomized treatment (agent-mediated competition) vs. control (today's parallel pitching). 40 inquiries in the demo set.

Offer and close conversion — with stage timing

Built from logged lifecycle events

Reach an offer

43%

17 of 40 · of all inquiries

Reach 2+ offers

43%

17 of 40 · competition achieved

Reach a close

5%

2 of 40 · closed deals

Lost after inquiry

5%

2 of 40 · no close

Conversion funnel & stage velocity

End-to-end median: —

Lifecycle stage
Inquiries
Share of inquiries
Step conv.
Median time in stage
1
InquiriesAll inquiries in view
40
100%
—
Baseline
2
Package sent to investorsBuy-box match ran
0
0%
0%
—
3
At least 1 offerOffer received
17
43%
—
—
4
2+ offers (real competition)Competing offers
17
43%
100%
—
5
Shortlist presentedAgent presented
0
0%
0%
—
6
AcceptedSeller accepted
0
0%
—
—
7
SignedAgreement signed
0
0%
—
—
8
ClosedDeal closed
2
5%
—
—

2 of 0 accepted offers re-tradedStep conversion shows the share of the previous milestone. Stages with no logged timestamps show “—”; timing only counts inquiries that logged both ends of the stage.

Lifecycle funnel — treatment vs. control

Built from logged lifecycle events, with median time from inquiry creation
StepTreatmentControlMedian time to step (treatment)
Inquiry created
21 (100%)
19 (100%)
—
Treatment/control assigned
21 (100%)
19 (100%)
—
Agent assigned
21 (100%)
19 (100%)
—
First contact
18 (86%)
16 (84%)
—
Package submitted
12 (57%)
11 (58%)
—
Investors contacted
11 (52%)
10 (53%)
—
Responses received
9 (43%)
8 (42%)
—
Offers presented
7 (33%)
7 (37%)
—
Accepted
4 (19%)
4 (21%)
—
Signed
3 (14%)
3 (16%)
—
Closed/Lost
2 (10%)
2 (11%)
—

Go/no-go scorecard

Provisional; set from baseline
MetricValueProvisional barStatusOwner
Investor response rate61% (treatment)≥ 50%GreenInvestor Partnerships — can block on participation
2+ offer rate82% of matched packages≥ 50%GreenInvestor Partnerships — can block on participation
Agent submission rate57%≥ 40% green · 20–40% amber · < 20% redGreenAgent Experience/Ops — can block on agent metrics
Median speed to lead2028 min (treatment) vs 1878 min (control)TrackedTrackedAgent Experience/Ops
Offer spread and priority-fit outcomeSpread $9,367 vs $8,987 · fit 81 vs 79Treatment vs controlGreenPM — overall call
Trust/clarity pulseClarity 4.0 vs 4.0 · confidence 4.0 vs 3.0Treatment ≥ controlGreenPM — overall call
Close rate50% vs 50% (control)Treatment not below controlGreenPM — overall call
Re-trade rate and reasons0% of accepted offers re-tradedTrackedTrackedInvestor Partnerships — can block on integrity
Ops minutes per listing32 min packaging (treatment) vs 34 minTrackedTrackedAgent Experience/Ops

All bars are provisional; set from baseline. PM holds the overall call.

Inquiry table

40 of 40 inquiries
Inquiry IDMarketArmAgentStageLatest lifecycle eventEvent timestampsDrop-off reason
CO-1042Phoenix, AZtreatmentA1pilotShortlist ready—assigned 26.0h ago · 0/5 lifecycle events—
CO-1100Phoenix, AZtreatmentA1pilotNew—assigned 4.0h ago · 0/1 lifecycle events—
CO-1101Charlotte, NCcontrolA4New—assigned 39.1h ago · 0/1 lifecycle events—
CO-1102Tampa, FLtreatmentA5pilotContacted—assigned 26.2h ago · 0/1 lifecycle events—
CO-1103Phoenix, AZcontrolA2Contacted—assigned 31.7h ago · 0/1 lifecycle events—
CO-1104Charlotte, NCtreatmentA3pilotPackage in progress—assigned 43.8h ago · 0/1 lifecycle events—
CO-1105Tampa, FLcontrolA6Package in progress—assigned 11.6h ago · 0/1 lifecycle events—
CO-1106Phoenix, AZtreatmentA1pilotSubmitted—assigned 23.0h ago · 0/1 lifecycle events—
CO-1107Charlotte, NCcontrolA4Awaiting offers—assigned 37.8h ago · 0/1 lifecycle events—
CO-1108Tampa, FLtreatmentA5pilotAwaiting offers—assigned 68.0h ago · 0/1 lifecycle events—
CO-1109Phoenix, AZcontrolA2Shortlist ready—assigned 57.5h ago · 0/1 lifecycle events—
CO-1110Charlotte, NCtreatmentA3pilotPresented—assigned 12.5h ago · 0/1 lifecycle events—
CO-1111Tampa, FLcontrolA6Presented—assigned 69.7h ago · 0/1 lifecycle events—
CO-1112Phoenix, AZtreatmentA1pilotAccepted—assigned 57.1h ago · 0/1 lifecycle events—
CO-1113Charlotte, NCcontrolA4Signed—assigned 30.9h ago · 0/1 lifecycle events—
CO-1114Tampa, FLtreatmentA5pilotClosed—assigned 64.9h ago · 0/1 lifecycle events—
CO-1115Phoenix, AZcontrolA2Declined—assigned 30.4h ago · 0/1 lifecycle eventsSeller went with a retail listing
CO-1116Charlotte, NCtreatmentA3pilotLost—assigned 45.1h ago · 0/1 lifecycle eventsUnresponsive after first contact
CO-1117Tampa, FLcontrolA6New—assigned 22.6h ago · 0/1 lifecycle events—
CO-1118Phoenix, AZtreatmentA1pilotNew—assigned 53.2h ago · 0/1 lifecycle events—
CO-1119Charlotte, NCcontrolA4Contacted—assigned 38.9h ago · 0/1 lifecycle events—
CO-1120Tampa, FLtreatmentA5pilotContacted—assigned 46.3h ago · 0/1 lifecycle events—
CO-1121Phoenix, AZcontrolA2Package in progress—assigned 29.4h ago · 0/1 lifecycle eventsUnresponsive after first contact
CO-1122Charlotte, NCtreatmentA3pilotPackage in progress—assigned 9.5h ago · 0/1 lifecycle events—
CO-1123Tampa, FLcontrolA6Submitted—assigned 23.1h ago · 0/1 lifecycle events—
CO-1124Phoenix, AZtreatmentA1pilotAwaiting offers—assigned 34.7h ago · 0/1 lifecycle events—
CO-1125Charlotte, NCcontrolA4Awaiting offers—assigned 0.0h ago · 0/1 lifecycle events—
CO-1126Tampa, FLtreatmentA5pilotShortlist ready—assigned 11.3h ago · 0/1 lifecycle events—
CO-1127Phoenix, AZcontrolA2Presented—assigned 29.4h ago · 0/1 lifecycle events—
CO-1128Charlotte, NCtreatmentA3pilotPresented—assigned 69.0h ago · 0/1 lifecycle events—
CO-1129Tampa, FLcontrolA6Accepted—assigned 50.6h ago · 0/1 lifecycle events—
CO-1130Phoenix, AZtreatmentA1pilotSigned—assigned 20.0h ago · 0/1 lifecycle events—
CO-1131Charlotte, NCcontrolA4Closed—assigned 29.3h ago · 0/1 lifecycle events—
CO-1132Tampa, FLtreatmentA5pilotDeclined—assigned 14.0h ago · 0/1 lifecycle eventsPayoff exceeded offer range
CO-1133Phoenix, AZcontrolA2Lost—assigned 40.3h ago · 0/1 lifecycle eventsAgent never submitted package
CO-1134Charlotte, NCtreatmentA3pilotNew—assigned 68.7h ago · 0/1 lifecycle events—
CO-1135Tampa, FLcontrolA6New—assigned 64.4h ago · 0/1 lifecycle events—
CO-1136Phoenix, AZtreatmentA1pilotContacted—assigned 32.9h ago · 0/1 lifecycle events—
CO-1137Charlotte, NCcontrolA4Contacted—assigned 53.8h ago · 0/1 lifecycle events—
CO-1138Tampa, FLtreatmentA5pilotPackage in progress—assigned 41.8h ago · 0/1 lifecycle events—

Log an offer for an agent

Ops minutes per offer are logged with the terms

Log investor offer

Offers arrive by email and phone today — nothing enters ranking unread

Decision tools

Illustrative assumptions — not a forecast
Minimum read calculator
Required sample: 444 inquiries per arm (888 total).
At 12 inquiries per week that is 74 weeks — before any close-rate lag.

Two-proportion test, 20% → 28%, 80% power, alpha 0.05.

Opportunity sizingIllustrative assumptions
Each 1-point conversion lift is worth $103,440 per month.
Today 72 deals per month from 1,200 leads · $8,620 contribution per deal.

Kill criteria

Set before the read, not after
MetricProceedAdjustStop
Investor response rate≥ 50%35–50% — widen the pool or the buy box< 35% after two pool expansions
2+ offer rate≥ 50% of matched packages35–50% — extend the window< 35% with full investor coverage
Agent submission rate≥ 40%20–40% — cut packaging burden< 20% with a simplified package
Close rate vs controlTreatment ≥ controlWithin 3 points below controlMore than 5 points below control
Re-trade rate≤ 10% of accepted offers10–20% — pause the worst investors> 20% after pausing
Ops minutes per listing≤ 30 min30–60 min — automate packaging> 60 min at steady state
Seller trust/clarity pulseTreatment ≥ controlEqual to controlBelow control on either measure

Fairness check

Flags any segment materially below the average
SegmentInquiriesMatch rateResponse rateMedian offer spreadFlag
Phoenix, AZ1457%51%$7,988In range
Charlotte, NC1354%64%$11,983In range
Tampa, FL1346%67%$7,988In range
Under $200K4053%60%$7,989In range
$200K–$350K00%0%—No data
$350K and up00%0%—No data

Averages across segments: match 52%, response 61%. Price bands use the estimated value on the inquiry.

Pilot health

Is the comparison clean?
Agents working both arms
0

No overlap — each agent sits in one arm, so agent skill cannot leak across the comparison.

Pilot cohort: Dana Whitfield, Priya Raman, Alicia Nunez.

ANVIL score — treatment vs control agents
88 vs 71

Treatment agents score 17 points higher than control agents. Any lift needs adjusting for agent quality before it counts.

Investor roster and coverage

Investor supply drives the response and 2+ offer bars
Inquiries matched to 5+ investors
20%
8 of 40 · target 80%
Average investors per package
2.4
Engine caps each send at 8
Active investors on the roster
0 / 0
Paused investors get no new packages
Phoenix, AZ: 0 activeCharlotte, NC: 0 activeTampa, FL: 0 active
32 inquiryies below 5 matched investors: CO-1100 (Phoenix, AZ, 0), CO-1101 (Charlotte, NC, 0), CO-1102 (Tampa, FL, 0), CO-1103 (Phoenix, AZ, 0), CO-1104 (Charlotte, NC, 0), CO-1105 (Tampa, FL, 0)…
Integrity gate — pause an investor whose re-trade rate breaks trust
InvestorMarketsPackages sentAnsweredOffersWonHistorical close / re-tradeStatus

Close and re-trade rates shown as historical are seeded reference data; packages sent, answered, offers and wins are measured from this pilot.

Phase 1A shadow test — investor appetite

21 sent · 19 not sent yet

Each inquiry is matched against the real investor buy boxes (market, price band, condition tolerance, occupancy), the package is sent, and every response is recorded. Sellers see nothing in this phase — it measures investor appetite only.

MetricValueProvisional barStatus
Buy-box coverage20% of inquiries matched 5+ investors≥ 80%Red
Investor response rate68% of 94 packages answered≥ 50%Green
Offer rate per package sent60% came back as an offerTrackedTracked
2+ offer rate81% of sent packages drew 2 or more offers≥ 50%Green
Median time to first response—TrackedTracked
Response by investor
InvestorSentAnsweredOffersPassesResponse rate
New Western — Phoenix8817100%
Offerpad877088%
Progress Residential877088%
Main Street Renewal655083%
HomeGo211515071%
American Homes 4 Rent755071%
VineBrook Homes644067%
Tricon Residential744057%
Sundae — Carolinas744057%
Home Partners of America732143%
HomeVestors of America — Phoenix822025%
Invitation Homes10000%
Why investors passed
Reason codePasses
Outside buy-box7
Condition1
Shadow sends by inquiry
InquiryMarketEst. valueConditionMatchedOffersPassedPendingFirst responseMatch engineAction
CO-1042Phoenix, AZ—2/57511—Sent
CO-1100Phoenix, AZ—1/50000—
CO-1101Charlotte, NC—2/50000—
CO-1102Tampa, FL—3/50000—
CO-1103Phoenix, AZ—4/50000—
CO-1104Charlotte, NC—5/50000—
CO-1105Tampa, FL—1/50000—
CO-1106Phoenix, AZ—2/50000—
CO-1107Charlotte, NC—3/54004—Sent
CO-1108Tampa, FL—4/54004—Sent
CO-1109Phoenix, AZ—5/55311—Sent
CO-1110Charlotte, NC—1/54400—Sent
CO-1111Tampa, FL—2/54400—Sent
CO-1112Phoenix, AZ—3/55212—Sent
CO-1113Charlotte, NC—4/54400—Sent
CO-1114Tampa, FL—5/54400—Sent
CO-1115Phoenix, AZ—1/55311—Sent
CO-1116Charlotte, NC—2/54400—Sent
CO-1117Tampa, FL—3/50000—
CO-1118Phoenix, AZ—4/50000—
CO-1119Charlotte, NC—5/50000—
CO-1120Tampa, FL—1/50000—
CO-1121Phoenix, AZ—2/50000—
CO-1122Charlotte, NC—3/50000—
CO-1123Tampa, FL—4/50000—
CO-1124Phoenix, AZ—5/55014—Sent
CO-1125Charlotte, NC—1/54004—Sent
CO-1126Tampa, FL—2/54301—Sent
CO-1127Phoenix, AZ—3/55212—Sent
CO-1128Charlotte, NC—4/54202—Sent
CO-1129Tampa, FL—5/54301—Sent
CO-1130Phoenix, AZ—1/55410—Sent
CO-1131Charlotte, NC—2/54400—Sent
CO-1132Tampa, FL—3/54202—Sent
CO-1133Phoenix, AZ—4/55311—Sent
CO-1134Charlotte, NC—5/50000—
CO-1135Tampa, FL—1/50000—
CO-1136Phoenix, AZ—2/50000—
CO-1137Charlotte, NC—3/50000—
CO-1138Tampa, FL—4/50000—

Raw data

40 records

Every saved pilot record, exactly as stored. Search across all columns or download the table as a spreadsheet.

inquiry_idaddressmarketarmagentstageprioritytimeline_daysconditionoccupancyliensphotospackage_minutesselleroffersmatcheddecision_offersigned_onoutcomeretradepulse_claritypulse_confidencedrop_off_reason
CO-10424218 W Solano Dr, Glendale, AZ 85301Phoenix, AZtreatmentDana WhitfieldShortlist readyfast142Owner occupiedyes1422Rosa Delgado57———————
CO-11001200 N Willow Ave, Mesa, AZPhoenix, AZtreatmentDana WhitfieldNewfast101Vacantyes630J. Alvarez00———————
CO-11011237 E Palm Ln, Matthews, NCCharlotte, NCcontrolTom BeckleyNewnet142Owner occupiedno737K. Boone00———————
CO-11021274 S Redwood St, Riverview, FLTampa, FLtreatmentAlicia NunezContactedcertain213Tenant occupiedno819L. Chen00———————
CO-11031311 W Amherst Dr, Mesa, AZPhoenix, AZcontrolMarcus ElleryContactedfast304Vacantno925M. Duffy00———————
CO-11041348 N Locust Ct, Matthews, NCCharlotte, NCtreatmentPriya RamanPackage in progressnet455Owner occupiedyes1034N. Ellis00———————
CO-11051385 E Sandpiper Way, Riverview, FLTampa, FLcontrolWes CorriganPackage in progresscertain101Tenant occupiedno1151P. Fowler00———————
CO-11061422 S Brookhaven Rd, Mesa, AZPhoenix, AZtreatmentDana WhitfieldSubmittedfast142Vacantno1245J. Alvarez00———————
CO-11071459 W Kestrel Ln, Matthews, NCCharlotte, NCcontrolTom BeckleyAwaiting offersnet213Owner occupiedno1319K. Boone04———————
CO-11081496 N Fairmount Ave, Riverview, FLTampa, FLtreatmentAlicia NunezAwaiting offerscertain304Tenant occupiedyes1452L. Chen04———————
CO-11091533 E Sycamore Blvd, Mesa, AZPhoenix, AZcontrolMarcus ElleryShortlist readyfast455Vacantno1545M. Duffy35———————
CO-11101570 S Oakmont Dr, Matthews, NCCharlotte, NCtreatmentPriya RamanPresentednet101Owner occupiedno1630N. Ellis44————44—
CO-11111607 W Larkspur Ln, Riverview, FLTampa, FLcontrolWes CorriganPresentedcertain142Tenant occupiedno1749P. Fowler44————43—
CO-11121644 N Cedar Point Rd, Mesa, AZPhoenix, AZtreatmentDana WhitfieldAcceptedfast213Vacantyes629J. Alvarez25CO12-o0Sep 10, 2026——44—
CO-11131681 E Harbor View Dr, Matthews, NCCharlotte, NCcontrolTom BeckleySignednet304Owner occupiedno738K. Boone44CO13-o0Sep 10, 2026—Roof condition discovered at walkthrough: $309,264 → $300,26443—
CO-11141718 S Meridian St, Riverview, FLTampa, FLtreatmentAlicia NunezClosedcertain455Tenant occupiedno825L. Chen44CO14-o0Sep 10, 2026Closed—44—
CO-11151755 W Ridgeline Ave, Mesa, AZPhoenix, AZcontrolMarcus ElleryDeclinedfast101Vacantno942M. Duffy35CO15-o0Sep 10, 2026——43Seller went with a retail listing
CO-11161792 N Bluestone Way, Matthews, NCCharlotte, NCtreatmentPriya RamanLostnet142Owner occupiedyes1034N. Ellis44CO16-o0Sep 10, 2026Lost—44Unresponsive after first contact
CO-11171829 E Camelia Ct, Riverview, FLTampa, FLcontrolWes CorriganNewcertain213Tenant occupiedno1138P. Fowler00———————
CO-11181866 N Willow Ave, Mesa, AZPhoenix, AZtreatmentDana WhitfieldNewfast304Vacantno1229J. Alvarez00———————
CO-11191903 E Palm Ln, Matthews, NCCharlotte, NCcontrolTom BeckleyContactednet455Owner occupiedno1317K. Boone00———————
CO-11201940 S Redwood St, Riverview, FLTampa, FLtreatmentAlicia NunezContactedcertain101Tenant occupiedyes1425L. Chen00———————
CO-11211977 W Amherst Dr, Mesa, AZPhoenix, AZcontrolMarcus ElleryPackage in progressfast142Vacantno1532M. Duffy00——————Unresponsive after first contact
CO-11222014 N Locust Ct, Matthews, NCCharlotte, NCtreatmentPriya RamanPackage in progressnet213Owner occupiedno1612N. Ellis00———————
CO-11232051 E Sandpiper Way, Riverview, FLTampa, FLcontrolWes CorriganSubmittedcertain304Tenant occupiedno1718P. Fowler00———————
CO-11242088 S Brookhaven Rd, Mesa, AZPhoenix, AZtreatmentDana WhitfieldAwaiting offersfast455Vacantyes629J. Alvarez05———————
CO-11252125 W Kestrel Ln, Matthews, NCCharlotte, NCcontrolTom BeckleyAwaiting offersnet101Owner occupiedno751K. Boone04———————
CO-11262162 N Fairmount Ave, Riverview, FLTampa, FLtreatmentAlicia NunezShortlist readycertain142Tenant occupiedno841L. Chen34———Roof condition discovered at walkthrough: $251,067 → $242,067———
CO-11272199 E Sycamore Blvd, Mesa, AZPhoenix, AZcontrolMarcus ElleryPresentedfast213Vacantno923M. Duffy25————43—
CO-11282236 S Oakmont Dr, Matthews, NCCharlotte, NCtreatmentPriya RamanPresentednet304Owner occupiedyes1029N. Ellis24————44—
CO-11292273 W Larkspur Ln, Riverview, FLTampa, FLcontrolWes CorriganAcceptedcertain455Tenant occupiedno1120P. Fowler34CO29-o0Sep 10, 2026——43—
CO-11302310 N Cedar Point Rd, Mesa, AZPhoenix, AZtreatmentDana WhitfieldSignedfast101Vacantno1235J. Alvarez45CO30-o0Sep 10, 2026——44—
CO-11312347 E Harbor View Dr, Matthews, NCCharlotte, NCcontrolTom BeckleyClosednet142Owner occupiedno1351K. Boone44CO31-o0Sep 10, 2026Closed—43—
CO-11322384 S Meridian St, Riverview, FLTampa, FLtreatmentAlicia NunezDeclinedcertain213Tenant occupiedyes1449L. Chen24CO32-o0Sep 10, 2026——44Payoff exceeded offer range
CO-11332421 W Ridgeline Ave, Mesa, AZPhoenix, AZcontrolMarcus ElleryLostfast304Vacantno1531M. Duffy35CO33-o0Sep 10, 2026Lost—43Agent never submitted package
CO-11342458 N Bluestone Way, Matthews, NCCharlotte, NCtreatmentPriya RamanNewnet455Owner occupiedno1643N. Ellis00———————
CO-11352495 E Camelia Ct, Riverview, FLTampa, FLcontrolWes CorriganNewcertain101Tenant occupiedno1736P. Fowler00———————
CO-11362532 N Willow Ave, Mesa, AZPhoenix, AZtreatmentDana WhitfieldContactedfast142Vacantyes649J. Alvarez00———————
CO-11372569 E Palm Ln, Matthews, NCCharlotte, NCcontrolTom BeckleyContactednet213Owner occupiedno730K. Boone00———————
CO-11382606 S Redwood St, Riverview, FLTampa, FLtreatmentAlicia NunezPackage in progresscertain304Tenant occupiedno821L. Chen00———————
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