AI Feature Roadmap¶
Complete implementation timeline for 20 AI features across 8 categories
Executive Summary¶
| Phase | Timeline | Features | Investment Focus |
|---|---|---|---|
| Phase 1: MVP | Q1 2026 | 6 features | Core differentiation |
| Phase 2: Growth | Q2-Q3 2026 | 8 features | User productivity |
| Phase 3: Advanced | Q4 2026 | 5 features | Vision & automation |
| Phase 4: Autonomous | 2027+ | 3+ features | AI agents |
Visual Timeline¶
gantt
title Cam AI Feature Roadmap 2026-2027
dateFormat YYYY-MM
section Phase 1 - MVP
Form Assistant :a1, 2026-01, 2M
Ask Cameron RAG :a2, 2026-02, 2M
Deal Review AI :a3, 2026-03, 2M
Buy Box Matching :a4, 2026-03, 2M
section Phase 2 - Growth
Property Evaluation AI :b1, 2026-05, 2M
Natural Language Entry :b2, 2026-05, 2M
Deal Alerts :b3, 2026-06, 2M
Document AI OCR :b4, 2026-06, 2M
AI Offer Letters :b5, 2026-07, 1M
Cash Flow Projections :b6, 2026-07, 2M
Voice Notes :b7, 2026-08, 1M
Pipeline Management :b8, 2026-08, 2M
section Phase 3 - Advanced
Photo Repair Estimation :c1, 2026-10, 3M
Negotiation Assistant :c2, 2026-10, 2M
Lender Matching :c3, 2026-11, 2M
Title Risk Analysis :c4, 2026-11, 2M
Tax Impact Analysis :c5, 2026-12, 2M
section Phase 4 - Autonomous
Deal Sourcing Agent :d1, 2027-02, 4M
Full AI Underwriting :d2, 2027-04, 4M
Portfolio Optimizer :d3, 2027-06, 3M
Phase 1: MVP (Q1 2026)¶
Goal: Core AI differentiation - features NO competitor has
Features Included¶
| Feature | Category | Tier | Status | Unique? |
|---|---|---|---|---|
| Form Assistant | Analysis + Learning | All | ✅ Planned | ✅ YES (auto-fill, validation) |
| Ask Cameron (RAG) | Conversation | Solo+ | ✅ Planned | ✅ YES |
| Deal Review AI | Analysis | Solo+ | ✅ Planned | ✅ YES (with explanations) |
| Buy Box Matching | Learning | Pro+ | ✅ Planned | ✅ YES |
1. Form Assistant AI¶
Status: Planned for MVP (Basic) → Phase 3 (Full AI)
Intelligent form completion that actively participates in deal analysis.
| Capability | Phase | Description |
|---|---|---|
| Field Definitions + Tips | Phase 1 | What each input means + Cameron's advice |
| Real-Time Validation | Phase 2 | Flags ARV/rehab inconsistencies as you type |
| Risk Warnings | Phase 2 | Proactive deal-killer alerts |
| Smart Auto-Fill | Phase 3 | AI suggests ARV, rehab from property data |
| Scenario Modeling | Phase 3 | What-if sliders show impact of changes |
| Conversational Refinement | Phase 4 | AI asks clarifying questions |
| Personalized Learning | Future | Adjusts for your estimation accuracy |
Tech Stack: PropStream API + MLS comps + Claude API + User history DB
2. Ask Cameron (RAG Q&A)¶
Status: Planned for MVP
Natural language Q&A with Cameron's methodology.
| Metric | Value |
|---|---|
| Chunks Indexed | 3,268 |
| Video Sources | 32 Skool + 42 YouTube |
| Total Content | 30+ hours |
| Response Time | < 3 seconds |
flowchart LR
Q[User Question] --> S[Semantic Search]
S --> R[Retrieve Top 5 Chunks]
R --> C[Claude API]
C --> A[Answer + Citations]
A --> V[Video Timestamp Links]
style Q fill:#3b82f6,color:#fff
style S fill:#6366f1,color:#fff
style R fill:#6366f1,color:#fff
style C fill:#22c55e,color:#fff
style A fill:#22c55e,color:#fff
style V fill:#f97316,color:#fff
Free Tier: 10-minute preview (Skool conversion funnel) Paid Tier: Unlimited queries
3. Deal Review AI¶
Status: Planned for MVP
Automated Green/Yellow/Red scoring with explanations.
| Scoring Factor | Weight | What It Evaluates |
|---|---|---|
| Profit Margin | 25% | 70% rule, MAO compliance, spread |
| Market Fit | 20% | Neighborhood, DOM, ARV confidence |
| Risk Profile | 20% | Rehab scope, title, financing |
| Exit Strategy | 20% | Flip viability, rental CF, BRRRR |
| Cameron Alignment | 15% | Methodology match |
pie title Deal Score Breakdown
"Profit Margin" : 25
"Market Fit" : 20
"Risk Profile" : 20
"Exit Strategy" : 20
"Cameron Alignment" : 15
What Makes This Unique
Every score links to the specific Skool video where Cameron explains WHY this factor matters. No competitor does this.
4. Buy Box Matching¶
Status: Planned for MVP
AI learns investor preferences from their deals.
| Learning Signal | What It Captures |
|---|---|
| Saved Deals | Property types, price ranges, locations |
| Completed Deals | What actually worked |
| Rejected Deals | What they passed on |
| Time Spent | Engagement patterns |
Output: Personalized deal scoring that improves over time.
Phase 2: Growth (Q2-Q3 2026)¶
Goal: 10x user productivity - do more deals faster
Features Included¶
| Feature | Category | Tier | Effort | Competitor Gap |
|---|---|---|---|---|
| Property Evaluation AI | Analysis | Pro+ | Medium | PropStream has basic |
| Natural Language Entry | Conversation | Pro+ | Medium | ✅ UNIQUE |
| Deal Alerts | Automation | Solo+ | Low | Privy, PropStream |
| Document AI (OCR) | Document | Pro+ | High | DocSumo, Prophia |
| AI Offer Letters | Communication | Pro+ | Low | ✅ UNIQUE |
| Cash Flow Projections | Financial | Pro+ | Medium | DealCheck basic |
| Voice Notes | Conversation | Pro+ | Low | REsimpli basic |
| Pipeline Management | Automation | Pro+ | Medium | InvestorFuse |
5. Property Evaluation AI¶
Status: Planned
Auto-populate property data and suggest ARV.
flowchart TB
subgraph "Input"
A[Property Address]
end
subgraph "Property Evaluation AI"
B[Pull Data via PropStream API]
C[Auto-Select 5 Best Comps]
D[Adjust for Differences]
E[Calculate ARV Range]
F[Confidence Scoring]
end
subgraph "Output"
G["✅ ARV: $155K - $165K
Confidence: 85%
Best 3 Comps Shown"] end A --> B --> C --> D --> E --> F --> G style A fill:#3b82f6,color:#fff style B fill:#6366f1,color:#fff style C fill:#6366f1,color:#fff style D fill:#6366f1,color:#fff style E fill:#6366f1,color:#fff style F fill:#f97316,color:#fff style G fill:#22c55e,color:#fff
Confidence: 85%
Best 3 Comps Shown"] end A --> B --> C --> D --> E --> F --> G style A fill:#3b82f6,color:#fff style B fill:#6366f1,color:#fff style C fill:#6366f1,color:#fff style D fill:#6366f1,color:#fff style E fill:#6366f1,color:#fff style F fill:#f97316,color:#fff style G fill:#22c55e,color:#fff
Data Auto-Populated: - Beds, Baths, Sq Ft, Year Built - Lot Size, Zoning, Tax Assessment - Last Sale Date & Price - School District Rating - Flood Zone Status
6. Natural Language Deal Entry¶
Status: Planned
Enter deals conversationally via text or voice.
Input Example:
"Found a 3/2 in Cleveland 44105 for 80k, needs maybe 40k in work, ARV looks like 160k, seller seems motivated"
AI Extracts:
| Field | Value | Confidence |
|---|---|---|
| Type | SFH 3BR/2BA | 95% |
| Location | Cleveland, OH 44105 | 100% |
| Purchase | $80,000 | 100% |
| Rehab | $40,000 | 80% |
| ARV | $160,000 | 90% |
| Seller Status | Motivated | 85% |
| 70% Check | ✅ Pass | - |
7. Deal Alerts¶
Status: Planned
24/7 monitoring for buy box matches.
| Source | Frequency | Data |
|---|---|---|
| MLS Listings | Real-time | New listings |
| PropStream | Daily | Off-market leads |
| Foreclosures | Daily | Pre-foreclosure filings |
| Tax Delinquency | Weekly | Distressed owners |
| Email Parsing | Real-time | Wholesaler blasts |
Alert Format:
🔔 New Match: 123 Main St, Cleveland OH
Score: 85/100 | Price: $75K | ARV: $155K
Tap to analyze →
8. Document AI (OCR)¶
Status: Planned
Upload documents, AI extracts structured data.
| Document Type | Extraction Fields | Auto-Action |
|---|---|---|
| MLS Listing PDF | All property details | Populate deal form |
| Purchase Contract | Price, dates, contingencies | Create deal record |
| Inspection Report | Issues, costs, red flags | Add to rehab estimate |
| Title Report | Liens, easements, clouds | Risk flagging |
| Contractor Bid | Line items, totals | Update SOW |
| Seller Disclosure | Known issues | Risk notes |
Tech Stack: Claude Vision API + custom extraction prompts
9. AI Offer Letters¶
Status: Planned
Generate professional offer letters in seconds.
Input: Deal analysis + user preferences Output: Customized offer letter with: - Personalized opening (seller name, property address) - Purchase price and terms - Proof of funds reference - Contingencies (inspection, financing, title) - Timeline and closing date - Signature block
Formats: PDF, Word, Email draft
10. Cash Flow Projections¶
Status: Planned
Multi-year financial modeling for rentals/BRRRR.
| Projection Type | Time Horizon | Variables |
|---|---|---|
| Monthly Cash Flow | 12 months | Rent, expenses, vacancy |
| Annual Summary | 5 years | Appreciation, rent growth |
| BRRRR Analysis | Refinance timeline | LTV, equity, cash-out |
| What-If Scenarios | Variable | Rent ±10%, vacancy ±5% |
11. Voice Notes¶
Status: Planned
Capture property notes via voice in the field.
| Capability | Description |
|---|---|
| Voice Recording | Tap to record observations |
| Transcription | Whisper API converts to text |
| AI Extraction | Pulls property details, issues, estimates |
| Auto-Populate | Fills relevant form fields |
Tech Stack: Whisper API + Claude extraction
12. Pipeline Management AI¶
Status: Planned
AI-assisted deal pipeline optimization.
| Feature | AI Assistance |
|---|---|
| Stage Progression | "Move to Due Diligence - inspection complete" |
| Stale Deal Alerts | "123 Main has been in negotiations 14 days" |
| Priority Ranking | Scores deals by urgency and potential |
| Follow-up Reminders | "Call seller about counter offer" |
| Bottleneck Detection | "3 deals waiting on financing approval" |
Phase 3: Advanced (Q4 2026)¶
Goal: Vision AI and advanced automation
Features Included¶
| Feature | Category | Tier | Effort | Competitor Gap |
|---|---|---|---|---|
| Photo Repair Estimation | Vision | Team | Very High | Emerging tech |
| Negotiation Assistant | Communication | Pro+ | Medium | ✅ UNIQUE |
| Lender Matching | Financial | Pro+ | High | ✅ UNIQUE |
| Title Risk Analysis | Document | Pro+ | High | ✅ UNIQUE |
| Tax Impact Analysis | Financial | Team | High | ✅ UNIQUE |
13. Photo-Based Repair Estimation¶
Status: Future
The holy grail: accurate rehab costs from photos.
graph TB
subgraph "Inputs"
P[Property Photos]
D[Property Details]
M[Local Cost Data]
end
subgraph "Vision AI Analysis"
V[Condition Detection]
S[Scope Identification]
C[Cost Calculation]
R[Confidence Scoring]
end
subgraph "Output"
E["Estimated Rehab: $38,500
Confidence: 75%
Range: $32K - $45K
Key Items:
• Kitchen: $12,000
• Bathroom: $8,000
• Flooring: $6,500
• Paint/Drywall: $4,000
• HVAC: $5,000
• Misc: $3,000"] end P & D & M --> V --> S --> C --> R --> E style P fill:#3b82f6,color:#fff style D fill:#3b82f6,color:#fff style M fill:#3b82f6,color:#fff style V fill:#6366f1,color:#fff style S fill:#6366f1,color:#fff style C fill:#6366f1,color:#fff style R fill:#f97316,color:#fff style E fill:#22c55e,color:#fff
Confidence: 75%
Range: $32K - $45K
Key Items:
• Kitchen: $12,000
• Bathroom: $8,000
• Flooring: $6,500
• Paint/Drywall: $4,000
• HVAC: $5,000
• Misc: $3,000"] end P & D & M --> V --> S --> C --> R --> E style P fill:#3b82f6,color:#fff style D fill:#3b82f6,color:#fff style M fill:#3b82f6,color:#fff style V fill:#6366f1,color:#fff style S fill:#6366f1,color:#fff style C fill:#6366f1,color:#fff style R fill:#f97316,color:#fff style E fill:#22c55e,color:#fff
Detection Capabilities:
| Element | What AI Detects | Accuracy Target |
|---|---|---|
| Kitchen | Cabinet age, countertop type, appliance condition | 80% |
| Bathroom | Tile damage, fixture age, vanity condition | 75% |
| Flooring | Type, wear patterns, water damage | 85% |
| Paint/Walls | Condition, stains, holes | 90% |
| Exterior | Roof wear, siding damage, curb appeal | 70% |
| HVAC | Unit age (if visible), condition | 60% |
Accuracy Target: ±20% of actual rehab cost
14. AI Negotiation Assistant¶
Status: Future
Strategy suggestions based on deal context.
| Scenario | AI Recommendation |
|---|---|
| Estate sale, motivated heirs | "Offer 15% below ask. Emphasize fast, cash close." |
| Listed 120+ days | "They're flexible. Start at 75% of asking." |
| Multiple liens | "Reduce offer by lien total. They may not know payoff amounts." |
| Counter received | "Their counter is 5% above MAO. Counter 2.5% above original or walk." |
| Competing offers | "Shorten inspection period to 5 days. Waive financing contingency if cash." |
15. AI Lender Matching¶
Status: Future
Match deals to optimal financing options.
flowchart LR
subgraph "Deal Profile"
D1[Purchase: $80K]
D2[Rehab: $40K]
D3[ARV: $160K]
D4[Exit: 4mo flip]
end
subgraph "Lender Database"
L[50+ Hard Money Lenders]
end
subgraph "Recommendations"
R1["🥇 Lima One
12% + 2pts | 90% LTV
Best for: Fast close (7 days)"] R2["🥈 Kiavi
11% + 1.5pts | 85% LTV
Best for: Lower rate"] R3["🥉 Local HML
14% + 3pts | 100% LTV
Best for: No money down"] end D1 & D2 & D3 & D4 --> L --> R1 & R2 & R3 style D1 fill:#3b82f6,color:#fff style D2 fill:#3b82f6,color:#fff style D3 fill:#3b82f6,color:#fff style D4 fill:#3b82f6,color:#fff style L fill:#6366f1,color:#fff style R1 fill:#22c55e,color:#fff style R2 fill:#22c55e,color:#fff style R3 fill:#22c55e,color:#fff
12% + 2pts | 90% LTV
Best for: Fast close (7 days)"] R2["🥈 Kiavi
11% + 1.5pts | 85% LTV
Best for: Lower rate"] R3["🥉 Local HML
14% + 3pts | 100% LTV
Best for: No money down"] end D1 & D2 & D3 & D4 --> L --> R1 & R2 & R3 style D1 fill:#3b82f6,color:#fff style D2 fill:#3b82f6,color:#fff style D3 fill:#3b82f6,color:#fff style D4 fill:#3b82f6,color:#fff style L fill:#6366f1,color:#fff style R1 fill:#22c55e,color:#fff style R2 fill:#22c55e,color:#fff style R3 fill:#22c55e,color:#fff
Lender Data Tracked: - Interest rates, points, fees - LTV/ARV limits - Minimum/maximum loan amounts - Geographic coverage - Time to close - Experience requirements
16. Title Risk Analysis¶
Status: Future
AI-powered title report review.
| Risk Type | Detection | Action |
|---|---|---|
| Tax Liens | Amount, priority | Flag for payoff negotiation |
| Mechanics Liens | Contractor claims | Request lien releases |
| Judgment Liens | Court judgments | Verify payoff amounts |
| HOA Liens | Back dues | Factor into MAO |
| Easements | Utility, access | Assess impact on value |
| Clouds | Probate, divorce | Flag for title attorney |
17. Tax Impact Analysis¶
Status: Future
AI calculates tax implications of different exit strategies.
| Analysis Type | What It Calculates |
|---|---|
| Capital Gains | Short-term vs long-term tax on flip profit |
| Depreciation | Rental property depreciation schedule |
| 1031 Exchange | Qualify and timeline requirements |
| Cost Segregation | Accelerated depreciation opportunities |
| Entity Structure | LLC vs S-Corp tax efficiency |
Output: Tax-optimized exit strategy recommendation with estimated tax liability by scenario.
Phase 4: Autonomous (2026+)¶
Goal: AI agents that work independently
Features Included¶
| Feature | Category | Tier | Effort | Description |
|---|---|---|---|---|
| Deal Sourcing Agent | Automation | Team | Very High | 24/7 deal finding |
| Full AI Underwriting | Analysis | Team | Very High | Complete analysis |
| Portfolio Optimizer | Financial | Team | High | Allocation recommendations |
18. Deal Sourcing Agent¶
Status: Roadmap
AI that finds deals matching your criteria.
flowchart TB
subgraph "Your Buy Box"
B1["SFH, 3bd+/2ba+"]
B2["Under $100K"]
B3["70% ARV potential"]
B4["Cleveland metro"]
B5["Flip or BRRRR"]
end
subgraph "AI Agent (24/7)"
A1[Monitor MLS]
A2[Scan Foreclosures]
A3[Parse Wholesaler Emails]
A4[Check Tax Sales]
A5[Score Each Lead]
end
subgraph "Daily Report"
R["📊 Today's Matches:
🔥 HOT: 123 Main St (92/100)
✅ GOOD: 456 Oak Ave (78/100)
⚠️ MAYBE: 789 Pine Rd (65/100)
→ Tap any to analyze"] end B1 & B2 & B3 & B4 & B5 --> A1 & A2 & A3 & A4 --> A5 --> R style B1 fill:#3b82f6,color:#fff style B2 fill:#3b82f6,color:#fff style B3 fill:#3b82f6,color:#fff style B4 fill:#3b82f6,color:#fff style B5 fill:#3b82f6,color:#fff style A1 fill:#6366f1,color:#fff style A2 fill:#6366f1,color:#fff style A3 fill:#6366f1,color:#fff style A4 fill:#6366f1,color:#fff style A5 fill:#f97316,color:#fff style R fill:#22c55e,color:#fff
🔥 HOT: 123 Main St (92/100)
✅ GOOD: 456 Oak Ave (78/100)
⚠️ MAYBE: 789 Pine Rd (65/100)
→ Tap any to analyze"] end B1 & B2 & B3 & B4 & B5 --> A1 & A2 & A3 & A4 --> A5 --> R style B1 fill:#3b82f6,color:#fff style B2 fill:#3b82f6,color:#fff style B3 fill:#3b82f6,color:#fff style B4 fill:#3b82f6,color:#fff style B5 fill:#3b82f6,color:#fff style A1 fill:#6366f1,color:#fff style A2 fill:#6366f1,color:#fff style A3 fill:#6366f1,color:#fff style A4 fill:#6366f1,color:#fff style A5 fill:#f97316,color:#fff style R fill:#22c55e,color:#fff
19. Full AI Underwriting¶
Status: Roadmap
Complete deal analysis from address only.
Input: Property address Output:
| Analysis Component | AI Handles |
|---|---|
| Property Data | Pull from APIs |
| Comp Selection | Auto-select best 5 |
| ARV Calculation | Range with confidence |
| Rehab Estimate | Photo analysis + defaults |
| Financial Model | Flip, BRRRR, Rental |
| Risk Assessment | 12+ factors scored |
| Deal Score | Green/Yellow/Red |
| Recommendation | Buy/Pass/Negotiate |
Time: < 2 minutes from address to full report
20. Portfolio Optimizer¶
Status: Roadmap
AI recommendations for portfolio allocation.
| Analysis | Recommendation Example |
|---|---|
| Concentration Risk | "40% of portfolio in one zip code. Diversify." |
| Underperformers | "Unit 5 at -2% CoC. Consider selling." |
| Capital Allocation | "Best use of $50K: Property at 123 Main." |
| Market Timing | "Cleveland market slowing. Focus on Columbus." |
| Exit Optimization | "Sell 456 Oak now. Market peaked." |
Technology Stack Evolution¶
| Component | Phase 1 (MVP) | Phase 2 (Growth) | Phase 3+ (Advanced) |
|---|---|---|---|
| LLM | Claude 3.5 Sonnet | Claude 3.5 Sonnet | + Fine-tuned models |
| Vision AI | - | - | Claude Vision / GPT-4V |
| Embeddings | text-embedding-3-small | text-embedding-3-large | + Local models |
| Vector DB | Qdrant Cloud | Qdrant Cloud | + pgvector backup |
| Property Data | PropStream API | + BatchData | + Cotality (scale) |
| OCR | - | Claude Vision | + Custom extraction |
| Voice | - | Whisper API | Whisper + custom |
| Compute | Serverless | Serverless | + GPU for vision |
Investment by Phase¶
| Phase | Estimated Dev Cost | Timeline | Key Deliverables |
|---|---|---|---|
| Phase 1 | $15-25K | 8-10 weeks | 4 core AI features |
| Phase 2 | $25-40K | 12-16 weeks | 8 productivity features |
| Phase 3 | $30-50K | 12-16 weeks | 5 advanced features |
| Phase 4 | $40-60K | 16-24 weeks | 3 autonomous agents |
| Total | $110-175K | 12-18 months | 20+ AI features |
Success Metrics by Phase¶
| Metric | Phase 1 | Phase 2 | Phase 3 | Phase 4 |
|---|---|---|---|---|
| Deal analysis time | 30 min → 15 min | 15 min → 5 min | 5 min → 2 min | 2 min → auto |
| Deals analyzed/user | 10/mo | 25/mo | 50/mo | 100/mo |
| ARV accuracy | N/A | ±10% | ±7% | ±5% |
| Rehab accuracy | N/A | N/A | ±25% | ±15% |
| User retention | 60% | 70% | 80% | 90% |
Risk Assessment¶
| Risk | Impact | Mitigation |
|---|---|---|
| LLM API costs spike | High | Cache responses, batch processing |
| Vision AI accuracy low | Medium | Human fallback, confidence thresholds |
| Property API limits | High | Multiple providers, local caching |
| Competition copies features | Medium | Embed Cameron's content (unforkable) |
| User adoption slow | High | Onboarding flows, video tutorials |
Related Documentation¶
- AI Overview → - Complete feature list
- Ask Cameron → - RAG system details
- Deal Review → - Scoring methodology
- Rehab Estimation → - Vision AI details
- Main Roadmap → - Full product timeline
Roadmap subject to change based on user feedback and technology capabilities
Last Updated: December 2025