Finding and developing new leads is critical to expanding a successful business. With Prospecting, it is easy to find leads based on public property characteristics and transfer or sales history. In just a few simple steps, you will be ready to export a file or create mailing labels for a targeted list of leads.
Using Prospecting
To get started, click the prospecting tab at the top of the page.
Selecting Your Criteria
Your first step is to select the county(ies) in which you would like to prospect. You may select up to four counties at one time. Select the box on the left to see a list of all available counties. You may also begin typing a county name to refine the list. In addition to the county list, you may search by Owner Name, Address or Subdivision. If you have saved criteria from a previous search, simply click this box and your saved searches will be available.
Note: Not all counties have data to support each available filter. If one of the filters seen in the video is not on the filter list, then data isn't available to prospect by that filter. For example, if Baldwin County, AL doesn't have subdivision data, then Subdivision will not be available as a filter.
Search Filters
Search results can be refined by using Prospecting filters. Filters help you narrow your list based on property details, ownership information, listing activity, mortgage details, transfer history, and more.
For example, you can use filters to look for:
- Cash buyers
- Specific property types
- Ownership duration
- Mortgage age
- Loan type
- Active foreclosures
- Building stories
- Building units
- Flood zones
- Year built
Select any available filter to update your results. You can continue adding filters until your list is focused on the properties that best match your prospecting goal.
Some filters are only available when the selected county has the supporting data. If a filter is not shown, that data may not be available for the county you selected.
Using the Map
Within the Prospecting tool, there is an option to refine your results by using the Map tool If you would like to limit your search area within set boundaries on the map, use the “Draw” tool by selecting the Polygon, Rectangle, Circle, or Freehand options. Once you have selected your area, you will then need to select “Include Selection” or “Exclude Selection”.
Updating Map Results
If you would like to adjust the location parameters within the map, select the Undo button below the draw tools to clear your selection.
Additionally, if you need a larger map view, you can collapse the filter and results bars by selecting the arrows in the top left or right of the map. Simply click them again to bring back the toolbar.
Results
Once all desired search criteria has been filled out, your search results can be found on the right side of your screen. If you hover over “Legend”, properties are tagged as “For Sale”, “Sold”, “Sale Pending”, and “Expired”.
Creating Labels & Export file
You can also select or remove individual properties for creating labels and exporting a list.
You have a set number of exports available each month. You can see how many exports remain at the top of your results list.
Exporting your prospecting list
Prospecting lets you export selected properties as a CSV file that can be opened in Excel or uploaded into many CRM and marketing tools.
After you select the properties you want to include:
- Click Export at the top of the results panel.
- Choose your export options.
- Click Export to download your file.
You can also choose to include the search criteria used to create your list. When this option is selected, your CSV will include the filters you applied, such as counties, ownership type, listing status, property type, school zones, flood zones, or other selected criteria.
This makes it easier to remember how the list was created, share the list with your team, or recreate the same type of search later.
Choose the information included in your export
Before downloading your Prospecting export, you can choose which columns to include in the CSV file.
Column options may include property details, owner information, listing information, and mortgage-related details, depending on the data available for each property.
This helps you create a file that better fits your follow-up process, whether you are using the export for outreach, research, analysis, or importing into another system.
Create Labels
Prospecting makes it simple to create labels for mailers. After you have selected your results, click the “Create Labels” button at the top of the results bar.
A new window will appear that will let you select customized printing options. You may also select your printing format by choosing one of the three Avery Type label pages available.
Once you have made your printing selections, choose to save your file as either a Word Document or PDF. The file will automatically download, once you click Create Labels