Property Lead Management

Overview

• Understanding the importance of using data to build and manage a list of property leads.
• Utilizing contact information to reach out to property owners with demographic insights.
• Importance of understanding the property's situation before reaching out.

Property Card Features

• Introduction to Property Card: New interface for detailed property information.
• Contact Card: Contains information about the individual person (one half of the equation).
• Property Card: Information about the property itself.

Improvements from Previous Version

• Old Version: Required extensive scrolling to find actionable data.
• New Version: Easier, quicker access to important information.
• Data Accessibility: Doubled the amount of data available for deeper insight.

Key Functionalities

• Property Tags: Customizable tags for organization while driving for dollars.
  • Examples: High priority, level of distress.
• List Management: Add properties to various lists for better tracking and prioritization.
• Lead Owners: Assign properties to different lead owners within the account.
• Lead Status: Manage pipeline stages from lead to closed deal (e.g., Pending approval, marketing, appointment set, offer sent).

Important Data Insights

• Property Tags: Quick insights like off-market, cash buyer, senior owner.
• Estimated Value: AI-powered algorithm provides a range and confidence score.
• Comparable Sales (Comps): For more accurate property valuation.
• Property Characteristics: Detailed info like square footage, amenities, etc.
  • Filter by these characteristics within the app.

Specific Property Details

• Land Information: Parcel ID, zoning info, etc.
• Tax Information: Annual updates on tax assessments and delinquencies.
• Sale History: Cross-reference mailing address, owner info, trust transfers.
• Rehab/Repair Data: Estimated repair costs based on property condition.
• HOA Information: Insightful for properties under homeowners associations.

Filtering & Sorting

• Property Characteristics Filter: Filter by garage size, basement presence, etc.
• Land & Tax Info Filters: Sort by parcel ID, zoning, tax delinquency.
• Rehab Data Filter: Sort properties based on building condition or estimated repair costs.

Conclusion

• Highlight the hard work and dedication of the product team in delivering these new features.
• Availability of advanced filters and detailed property information benefits both novice and experienced investors.