Wholesalers · Screening
Seller lead screening, then an AI check against your buy box
Before anyone on your team dials, two questions decide a record: may we contact this owner, and is this a property we would buy. We've built and tested a GoHighLevel (GHL) flow that answers them in that order. The screening runs first, so the AI only ever sees records that cleared it.
The job
Who you may contact, then what you would buy
Order matters: a record that should be left alone never reaches the AI.
A property list mixes owners you should never contact with houses you would never buy. Sorting both by hand is slow, and sorting them in the wrong order spends the AI's work on records that were going to be set aside anyway.
Screening comes first. In the build we tested, the Do Not Call and litigator checks run before the AI filter sees anything. A record flagged as a litigator is set aside with Do Not Disturb switched on across every channel. An owner whose phone numbers are all flagged Do Not Call is set aside as well, with calls and texts restricted. Only what clears both checks moves on.
Do Not Disturb, channel by channel. HighLevel's help center (modified 28 September 2026) says DND can be switched on for all channels or for chosen ones: email, SMS, calls and GBP. The build uses both shapes of it. A litigator gets every channel. An owner whose numbers are all on Do Not Call gets calls and texts.
Then the buy box. Whatever clears the screening goes through an AI filter written from your buy box. Each property that fits is placed in the Qualified and Validated stage of the seller pipeline, and the AI leaves a note on it for the caller, so the person dialing has the AI's read on that property in front of them before saying hello.
A person checks the AI. On the test, our team also checked the sample properties against the buy-box requirements by hand, separately from the AI, and that check went alongside the AI's results. The owner reviewed and approved the results after that.
What the screen is, and is not. It works from the Do Not Call and litigator flags supplied with your exported list. It does not look numbers up in a registry on its own, and it does not guarantee that your outreach meets any law. That question belongs to your attorney, and what you read here is not legal advice.
What we set up
The screening and qualification build
Each rule is written into your plan before it is built.
- A litigator check that sets a flagged record aside with DND on every channel
- A Do Not Call check that sets an owner aside when every one of their numbers is flagged, with calls and texts restricted
- Both checks finishing before the AI sees a record
- An AI filter written from your buy box
- A Qualified and Validated stage for the properties that fit
- An AI note for the caller on each qualified property
- A hand check of the test sample against your buy box, alongside the AI's results
How a setup runs
How the screening gets built and proven
A call with Rob
Thirty minutes on your buy box, the flags your list provider includes, and who on your team calls the qualified properties.
Every rule written down
The screening order, what each flag does to a record, the buy-box rules the AI applies and what its note should cover go into the plan document. You approve it first.
Run it on a sample
A sample of the list goes through the screening and the AI pass. We check the same sample against your buy box by hand.
You approve the results
You see what was set aside and what qualified. The rest of the list waits until you agree with both.
QA report and changes
The QA report shows each rule working, with screenshots. Change your buy box later and you get a verdict first: a fix inside scope, or new scope.
What you bring
What the screening needs from you
Your buy box in plain words
The kinds of property you buy, where, and in what condition. The AI filter is written from it, and our hand check uses it too.
A list with its flags
Your export as it comes, Do Not Call and litigator flags included. The screen can only act on flags that are in the file.
What your caller wants to know
What the person dialing needs to read before the call. That shapes the note the AI leaves on each qualified property.
Your attorney's view
How you handle consent and calling rules is a question for your attorney. The build follows the rules you set.
Where it stops
The screen sets records aside using your list's own flags; it runs no registry lookup and guarantees no legal outcome. The AI sorts properties against your buy box and writes a note. It does not call, text or make an offer to anyone.
Services used
Where the screening and the stages get set up
HighLevel workflow automation
Nurtures, reminders, no-show recovery and reactivation, written out word for word and walked through by a test contact before launch.
See Workflow automationHighLevel pipeline and CRM setup
Pipelines, calendars and custom fields shaped around how you sell, with bookings and no-shows moving each deal on their own.
See Pipeline and CRM setupQuestions
What wholesalers ask about screening and the buy box
Why does the screening run before the AI?
What happens to a litigator on the list?
An owner has one clean number and one on Do Not Call. Are they set aside?
Does the screening check the national Do Not Call registry?
What does the AI's note say?
Can the AI call the qualified sellers?
Who you talk to
Rob Eason
Rob runs HLAI Experts and takes the 1:1 calls himself.
He is a HighLevel Certified Admin with the second-most reviews in HighLevel's Certified Admin Directory worldwide, all of them 5 out of 5.
He won HighLevel's Top New Subaccounts via AI Employee award in its 2025 Summer of AI Awards and taught HighLevel's official masterclass on its AI Employee.
Before HighLevel, he co-owned a 60-employee financial services firm and sold his share.
On the call he looks at your account, not a script.
5/5 across 83 reviews in HighLevel's Certified Admin DirectoryShow Rob your buy box
Bring your buy box and a list with its flags. In 30 minutes Rob walks through which records the screen would set aside, what the AI would look for, and what your caller would see.