You know the moment. A deal hits your inbox and it might fit a buyer, but their criteria is scattered across emails, a call from last week, and a half filled CRM note. You end up rebuilding the buy box before you can decide if it is worth sending. That rebuild is where time slips and errors show up. Miss the check size, structure, or geography and you send off target emails that wear on relationships. A clean, testable mandate fixes that. Sourcing ~5 min to run Capture Buyer Mandate Vic prompt Use Vic to capture a buyer's acquisition criteria into a mandate for a 200,000 square foot industrial portfolio in the Midwest with a $50 million check size and 8 percent IRR target. Purpose Screen deals against client mandates without rebuilding criteria each time. A task that takes 30 minutes manually completes in about 5 minutes. Inputs Buyer Optional Criteria Optional Source Material Optional Outputs A clean, structured buyer mandate with testable criteria across all key dimensions, delivered for direct import into CRM or as a workbook record. Time saved Turns roughly 30 minutes of manual work into about 5 minutes. How it works You give Vic whatever you have on the buyer. A few bullets, an old thread, or a rough recap from a call all work. You can also start from zero with a specific scenario. Run it with a single line: "Use Vic to capture a buyer's acquisition criteria into a mandate for a 200,000 square foot industrial portfolio in the Midwest with a $50 million check size and 8 percent IRR target." Vic turns that input into a normalized buyer mandate. It lays out the criteria across the dimensions that matter in practice: property types, target markets, deal size and check size, return targets, risk profile, preferred structure, and timeline. Each item is written as a discrete check you can test, not a loose sentence. The change is small but it matters. "Midwest industrial" becomes a defined set of markets and asset types you can screen. "Around $50 million" becomes a clear range or cutoff for check size. Return targets are stated so you can compare a deal's projected IRR to the mandate without guesswork. The output is clean and ready to store. Drop it into your CRM as a buyer record or keep it as a workbook entry. Either way, you get a consistent screen to apply to every inbound or sourced deal. What you get back A structured buyer mandate that covers property type, markets, deal and check size, return targets, risk profile, structure, and timeline Criteria written as testable checks you can apply to any deal A format that fits direct import into your CRM or a workbook record Why this is worth using Consistent screening: you stop reinterpreting the same buyer on every deal Cleaner communication: you send fewer off target opportunities Faster turnaround: about five minutes instead of half an hour of manual cleanup There is also a quiet benefit on the back end. When every buyer sits in the same structure, your CRM is finally useful for filtering and matching. You can search for buyers who fit a deal instead of relying on memory. This task is simple on purpose. It does not guess or invent preferences. It takes what you give it and forces it into a format you can use under time pressure. For brokerage and acquisitions teams that live in their inbox, that is enough to pay for itself.