Introduction
- Your database is your business…and if we’re honest, it’s probably a bit of a mess 😅
- Your past clients, sphere contacts, and leads are likely scattered in multiple places, with incomplete information
- By enriching your contacts, you’ll be able to monitor homeowners and unlock new sales opportunities
- The process starts with getting property addresses for each homeowner in your database, then augmenting it with data from Cotality
Import your databases
- The first step is to import your contacts – past clients, current customers, sphere, leads, and prospecting lists – from wherever they currently “live”
- This includes your phone, email, CRM, spreadsheets, and so on…wherever you keep information
- For help getting started, view the video guide for Importing Contacts or reach out to your account manager
Link contacts to properties
- Next, we’re going to try and find where your contacts currently live
- If you’ve provided a property address for a contact, then we’ll assume it’s correct;
- if not, we’ll use skip tracing to suggest potential matches
- Skip tracing matches a person’s contact info to a physical property address by stitching together many imperfect data sources and assigning confidence scores
- Data sources include utility records, voter registration, DMV data, change-of-address, court records, marketing & consumer databases, and so on
- The skip tracing process isn’t perfect, but we can typically suggest matches for about two-thirds of the people in your database that own a home
- To view suggested matches, login to your Pro Dashboard and click the button to See Potential Matches
- For each contact, review the suggestions and click the “Hide” or “Link to Contact” buttons
- Because these are your relationships, unfortunately we can’t make the matches for you automatically – but we’ll make it the process as easy as possible
- If we can’t suggest a match, you can invite homeowners to onboard to a hub – and they can enter their own home address during the process
Add property intelligence
- Once you’ve linked people to properties, we’ll enrich your database with information from Cotality, the market leader in property intelligence
- For each address, we’ll add the following information
- Home value & equity
- Mortgage
- Property taxes
- Ownership
- Property details
- This data helps you have better sales conversations and conduct targeted marketing
Monitor homeowner activity
- For each contact that’s linked to a property, we’ll monitor your database and notify who’s:
- Likely to buy, sell, or borrow
- Showing engagement
- Listed their home for sale
- Purchased & move in
- Sold & moved out
- Originated a mortgage
- When something changes, you’ll receive an alert. This way, you’ll never miss an opportunity to engage a client.
Wrap up
- Enriching your database gives you a foundation to grow your business
- While it’s impossible for you to keep track of hundreds – or even thousands – of homeowners at once, the platform can do it for you
- You can access this information from within the Opportunities module; and when new opportunities arise, you’ll get notified automatically
Ideas for visuals:
- Product screenshots
- See comments, above
- Videos and images
- Businessperson viewing a database on a screen
- Aerial overhead or time-lapse of a neighborhood
- For sale sign in front of home
- Homeowners moving in/out
- Homeowners attending an open house
- Loan application
