Cameron Burke RE SaaS - Complete Research Summary¶

Created: 2025-12-21 Status: RESEARCH COMPLETE Purpose: Executive summary of all research conducted for platform decision

Executive Summary¶

After comprehensive research including: - 132 compiled requirements across 16 categories - 14+ competitive platform analyses - 4 platform build options evaluated - Data provider research (Cotality, PropStream, BatchData) - Accounting best practices for house flipping - FlipperForce deep-dive with 51 screenshots and 30 KB articles

Top-Line Recommendation¶

Part 1: Requirements Analysis Summary¶

Total Requirements: 132¶

Requirements by Category¶

Cameron-Unique Requirements (NOT in Any Competitor)¶

1. AI Deal Scoring - Green/Yellow/Red with explanations
2. Video Integration - 30+ hours embedded, linked to every field
3. RAG Q&A - "Ask Cameron" natural language
4. Personal Financials - PFOS, DTI, investor readiness
5. Capital Tracking - Where is your money?
6. Portfolio P&L - Cross-deal financial rollup
7. Buy Box Matching - Does deal fit your criteria?
8. Cameron Pricing DB - His SOW costs, not generic
9. Daily/Weekly Routines - Deal sourcing workflow
10. Methodology Training - Course + software integration
11. Investor Readiness - Checklist and tracking
12. Lender Packages - Professional presentations

Part 2: Platform Options Comparison¶

Option A: White-Label (NOT RECOMMENDED)¶

Option B: No-Code Only¶

Option C: Hybrid (RECOMMENDED)¶

Option D: Full Custom Build¶

Part 3: Competitive Landscape¶

Direct Competitors Analyzed: 14+¶

Competitive Positioning¶

Key Insight: No Competitor Has All Three¶

Part 4: FlipperForce Deep-Dive¶

Why FlipperForce is the Primary Benchmark¶

• Market Leader: Most complete house flipping platform
• Recent Acquisition: Bought by Upright (2024)
• Pricing: $49-249/month (competitive)
• Features: 15 major feature areas documented

FlipperForce Features Mapped¶

Research Artifacts¶

• 51 screenshots captured (all FlipperForce screens)
• 30 KB articles analyzed (3 batches of 10)
• Transaction flows documented for 15 features
• ERD diagram created (Mermaid format)

Part 5: Data Provider Research¶

Cotality (formerly CoreLogic) - ENTERPRISE TIER¶

Products Evaluated: 1. ListSource - Lead generation, skip tracing 2. Parcel Data - 250+ property attributes 3. Total Home Valueˣ - AI-powered AVM 4. Property Intelligence - One-stop lookup

Verdict: FUTURE USE - Too expensive for MVP

Recommended MVP Data Strategy¶

Phase 1: MVP ($0-5k/year)

PropStream or BatchData
├── Basic property details
├── Address validation
├── Beds/Baths/SqFt
├── Year built
└── Tax assessment

Phase 2: Growth ($5k-25k/year)

PropStream + ATTOM
├── Auto-populated details
├── AVM suggestions
├── Recent sales comps
└── Owner information

Phase 3: Scale ($25k+/year)

Cotality or Black Knight
├── Real-time valuations
├── Predictive analytics
├── Market forecasts
└── Bulk data access

Part 6: Accounting Best Practices¶

Key Finding: Properties = INVENTORY¶

House flippers must treat properties as inventory, not fixed assets:

QuickBooks Implementation¶

Option 1: Projects Feature (Recommended) - Create project per property - All income/expenses tagged - Automatic per-property P&L

Option 2: Class Tracking - Create class per property - Works in older QB versions - More manual reporting

Option 3: Cash-Type Bank Accounts - Create "bank account" per property - Tracks capital by deal - Good for JV partnerships

Portfolio P&L (Cameron Unique)¶

FlipperForce and competitors only show per-project P&L. Cameron's platform should aggregate:

Portfolio Dashboard
├── Active Deals (count, total capital)
├── Total Revenue YTD
├── Total COGS YTD
├── Gross Profit (all deals)
├── Operating Expenses
├── Net Profit
└── Cash on Cash Return (portfolio-wide)

Part 7: Technology Recommendations¶

Recommended Stack (Hybrid Approach)¶

Development Timeline¶

Phase 1: MVP (2 months)
├── Bubble.io core app
├── User auth
├── Property data entry
├── Basic deal analysis
├── Expense tracking
└── Stripe payments

Phase 2: AI Layer (2 months)
├── Custom FastAPI backend
├── AI Deal Scoring engine
├── Score explanations
├── Qdrant RAG system
└── Video integration (Wistia/Vimeo)

Phase 3: Polish (2 months)
├── Mobile wrapper (Median.co)
├── Advanced reports
├── Portfolio dashboard
└── Marketing site

Cost Estimate (Year 1)¶

Part 8: Decision Matrix¶

Final Scoring¶

Recommendation: HYBRID APPROACH¶

Part 9: Action Items¶

Immediate (Before Development)¶

1. Validate Requirements with Cameron
2. Review 132 requirements
3. Prioritize P0/P1 list

4. Confirm unique feature importance

5. Select Data Provider

6. Get PropStream API pricing/demo
7. Get BatchData API pricing/demo

8. Choose one for MVP

9. Find Development Resources

10. Bubble.io expert ($75-150/hr)
11. Python/FastAPI developer
12. (Or use internal IT Raven resources)

Development Phase¶

1. Phase 1: Bubble MVP
2. User auth
3. Property entry
4. Deal analyzers

5. Expense tracking

6. Phase 2: Custom AI

7. FastAPI backend
8. Qdrant RAG setup
9. AI scoring engine

10. Video timestamp linking

11. Phase 3: Polish

12. Mobile wrapper
13. Advanced reports
14. Portfolio dashboard

Future (Post-Launch)¶

1. Scale Data Access
2. Evaluate Cotality at 1000+ users
3. Negotiate enterprise contracts
4. Add predictive analytics

Research Artifacts Index¶

Conclusion¶

The research phase for Cameron Burke's Real Estate SaaS platform is complete. Key findings:

1. The market opportunity is clear - No competitor combines AI scoring + video training + personal financials
2. Hybrid approach is optimal - Balances cost, speed, and Cameron's unique differentiators
3. Data strategy should be phased - Start with PropStream/BatchData, scale to Cotality later
4. Development is achievable - $25-40k budget, 4-6 month timeline with right resources

Next Step: Review this summary with Cameron, validate priorities, and begin platform selection.

Document Status: Complete Last Updated: 2025-12-21 Research Hours: ~8 hours across multiple sessions