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