My Top Agent· Build proposal
Prepared for Sean McArthur
Internal automation · Draft v1

Every lead deserves the
right agentin five minutes, not twenty.

A private consultant portal that receives every new MTA lead, auto-enriches it with Cotality property data, cross-matches your ActiveCampaign agent database, and puts a signed-ready recommendation in front of Tina — before she pours her second coffee.

15-20min
Today, per lead
5min
After launch
0
Changes to your website
90s
From click to sent
Scroll to see the flow
Chapter 01 · Architecture

Nothing about your existing site changes.
We just listen for new leads.

The website form, GTM, and ActiveCampaign flow all continue as today. A new webhook sends a copy of every lead to the portal — where the automation happens.

01
Existing customer flow
Unchanged
02
New MTA portal
Everything happens here
03
Automated delivery
After Tina confirms
Vendor
Michael & Jane
Website Form
mytopagent.co.nz
ActiveCampaign
Existing flow · Vendor emails
Cotality
Property + Radius
Portal · D1 Database
Source of truth
Tina
Reviews · Confirms · Sends
Postmark
Vendor + agent email
TransmitSMS
NZ agent SMS
Confirmed Agents
Verbally agreed
Existing flow
New portal · Enrichment
Automated delivery
Live view — hover to freeze
Chapter 02 · Tina's day

A ten-step story unfolds here.
Coming in the next pass.

Scroll-pinned sections with premium dashboard mockups, inbox previews, and the confirmation-before-send flow that Sean designed. Building next.

Chapter 03 · The ask

One phone call unlocks everything.

Every other credential is in hand — Cloudflare, ActiveCampaign, Postmark, SMS, Google. The only thing standing between the plan and the build is API access to your existing Property Guru subscription.

Cotality · Property Guru

Call 0800 355 355 and ask for API access.

MTA already has a Property Guru subscription. We just need the programmatic API credentials that go with it. Below is a suggested script.

Suggested script

We have an active Property Guru subscription and would like to use it programmatically via API. Please advise on our API entitlement, credentials, documentation, and any rate limits or usage terms.

What happens next

Send me the credentials. Phase 0 verification runs within 24 hours. Build starts the same week.