If you're new to the Product and are wondering where to begin, this 40 minute walkthrough will help show you around!
This video will walk you through the platform and share how to use the different features. If you end up having questions, you can go to the chat bubble in the bottom left hand corner to talk to the team or find resources.
The first section is property search. This is where you can pull list of sellers, buyers, or people that are likely to work with you, depending on what you're using the platform for. You can use the search bar across the top of the screen to look up a specific address, city, state, ZIP code, or county. Or you can use the pencil icon in the icon in the bottom left hand corner to draw a boundary on the map.
You could do a custom shape, a circle, or square. You can also change the map settings here. And this move with search option will just allow you to pull up properties that you are zooming into and interacting with on the map. It'll pull it up over here when you have that box checked, which is on by default.
You can also go to full map view here with this option.
To start using property search, we're going to use the search bar across the top of the screen. Just type in where you want to go. I'm going to go to Phoenix, Arizona. Grab it from the dropdown.
And the first thing you should do, depending on what you're using the platform for, is to choose your strategy.
Let's choose off market for this example.
And one of the first things you'll notice are your map quick filters here. This is a really great, efficient way to pull data into your account by grabbing a category, then selecting them and saving the information into your account. If you're wanting to know how the platform is categorizing certain lists and what information is being pulled up, you can hover over the name of that category, and it will give you a brief description. If you don't want that category anymore, just click it again to unselect it.
If you want, you can either pull them by themselves or you can use your additional filters on top of them. Something else you'll notice only with off market selected is the sell score. This is going to be able to pull up property owners with a higher likelihood of being motivated to sell based on multiple distress indicators. You can move this up to your preferred level to either do it by itself after choosing your strategy, turning on sell score if you wanted.
Maybe you go all the way up to most likely view the results and save them into your account. But remember, anytime you use a filter in the product, you'll be able to then go into the all filters and put something on top of it. So it's great to use by itself.
But if there's something specific that you want to avoid or focus in on, you can open up the all filters, which we'll cover want to avoid or focus in on, you can open up the all filters, which we'll cover here.
A great example of why you might want to do that is maybe you're only focused on single family properties, but it starts pulling up apartments and commercial buildings. You could go into your all filters and then tell the system what you want to focus on within something like market. It'll have its own quick option here. Go away when you go to on market.
It'll have its own quick option here to find properties that have a certain deal potential just based on the ARB. You can find properties that are listed at a certain percentage of ARB or have a specific amount in dollars of spread between the current listed price and the potential after repair value, just getting that data by looking at recently sold comparable properties that sold for a higher price. So just keep that in mind with the sell score. That will only be on off market.
So let's keep building this example list to show you how to go through all of the different filters and then save it into your account.
So we'll stick with off market for now. If you don't want sell score on, be sure to turn it off. You'll see what filters you have applied across the top. So if you're seeing that your results are smaller, filters you have applied across the top.
So if you're seeing that your results are smaller or more than you thought they would be, just make sure that you check out what filters you're currently using. Let's just take it off for now. You can always put it on later if you want to. And also, before going into all filters, take your time to go through the map quick filters.
There's things like preforeclosures, vacants, tired landlords, out of state or in state absentee owners, inherited properties, tax defaults, vacant lots, and more.
So in all filters, the first section is another quick filter section, and the difference here is that you can actually stack list. So if you wanted to find properties that are not only vacant but maybe are also failed listings, and you can see here that those are properties that have canceled or expired or have been withdrawn off the MLS. So now you can create a more custom list just by grabbing multiple categories and stacking them. You can't do that over in your map quick filters.
This is just for grabbing one category at a time. But using this dropdown area is extremely helpful to pull those niche lists. Maybe on top of it, you want to pull high equity only on top of those other two lists. Just hover over the name so you can get a clear idea of what the system is pulling, though.
Just for example, this high equity filter is defaulted to a minimum of twenty percent or higher. So if you see something that you wanna do in your list but it's not quite hitting the mark for you in your quick filters, like something like equity, maybe you want this list, but you also want them to have maybe a minimum of forty percent. There's gonna be additional filters down here, like equity percentage. You can filter out just manually down here.
So great section to pull niche list and stack things on top of each other. There's ownership and vacancy status section, listing status, preforeclosure and auction, equity and loan and other, like FSBOs are for sale by owners, tired landlords, tax default, some of the things we referenced earlier.
The next section is property characteristics, so specifying the types of homes. So maybe on top of this vacant failed listings list, we're gonna save it into or make sure that they're only single family.
There's a year build filter in here, so maybe you wanna make sure that they are a little bit older and avoid any new build or new construction properties, the bedrooms, bathrooms, the living size, the stories or levels of the properties, number of units, a lot size, tons of different categories. So do take your time as you go through each of the sections in the platform so you don't miss out on anything that you wanna pull up. The MLS status for if you are focused on on market properties, You can filter out the status, the deal potential here once again. And how this works is if I wanted to find properties, if I was looking at things on the market, I could find things that are listed at, let's say, seventy percent of ARV.
And, basically, what's gonna happen is let's say that you're looking at a neighborhood and every single property is a three bedroom, two bathroom. They're all the same, same exact floor plan, and they all sold for one hundred thousand dollars Let's say that a couple months later, same layout property in that same neighborhood pops up on the market for seventy thousand dollars So it's looking at that recent sold data, those comparable properties, and then finding properties that are comparable listed at that lower price, essentially.
Kind of same idea with the spread and dollar amount, but you're just doing the difference in dollars between the current listed price and the potential after repair value type deal. So you could do, like, maybe a minimum of two hundred thousand dollars and it would find properties that are listed at five hundred thousand dollars and the ARV is you know, dollars seven hundred thousand plus type deal. So great filter to use.
The MLS description. So if you wanna find properties on the market that have things in the description that the agent has put there, like investor special, cash offer, as is, things like that. That's what that's for. So you can find those on there.
You can even do this if you're trying to find properties that have been fixed and flipped and you wanna put in a description or words that are in the description of properties that are listed on the market that have already been renovated. So if you're trying to find good cash buyers, for example, that would be great. Listing date, failed listing date, days on market and so on. Pre foreclosure auction and tax info.
If you wanna get deeper than just using like your map quick filters, it's a great place to come to specify a certain part of the the process and different status or maybe like an upcoming or future auction date on the calendar. In ownership info, you can specify the years owned. So making sure that maybe our list, these property owners have owned their homes for maybe over seven years.
Just kind of keep an eye on your filters as you go along. I'm just gonna take one of these things off to take that ARV filter off. There we go. So start kind of narrowing that down with with things like this. This is a great filter to you if you keep pulling up properties that recently sold. Just tell the system that you want to find homes that have been owned for x amount of time. Ownership type, d transfer type is in here as well.
Valuation and equity. So what I was talking about earlier, if you want to find properties that are listed at, let's say, a minimum of forty percent, you could enter that in. Or if you're trying to find people that have little to no equity, maybe they have a max of ten percent equity, estimated value, loan to value rate. There's mortgage information to filter out the loan type, the loan interest rate, and if the properties are owned free and clear.
And cash buyers makes it really easy to find quality cash buyers that maybe, yes, purchased with cash. They purchased in maybe the past year, past twelve months, and they own a few properties. You know, maybe they own at least three properties, so you're you're finding people that are actually investing rather than just buying a one off property for cash, unless, of course, that's what you're looking for. But other filters like estimated value of the properties they own, number of total mortgages, and so on. And then demographics. This is where you can specify the age of the owners, the household size, if they have children, net worth, and so on.
So after you finish applying your filters, whether you keep it as simple as using a map quick filter or cell score, maybe even after building your list, you decide to put it on top, you can absolutely do that. But after you're done, go and check out your results right here in the bottom right hand corner. And then you're going to select them and save them into your account. A quick side note, though, in your filters, you're gonna see the Save Search button.
This is so that you can save the search criteria. So let's say, you know, we applied a lot of filters on this one. We did off market residential single family properties built before the year two thousand. They're vacant and have failed to sell or failed listings, and they've been owned for a minimum of seven years.
So maybe this list ends up being really valuable, or you wanna be able to pull something periodically, or maybe you just have a certain way of pulling a type of list that you wanna make your own and just have your own quick filters, you can absolutely do that. Just click on Save Search, and it will save the criteria. This isn't saving the properties. That's that other option I showed previously.
This is just to kind of hold off and create that new filter set, your customizable filters. You can create up to five of your own map quick filters that will show kind of just, front of mind here. And if you run out of room and you don't wanna make it a map quick filter, it'll just hide up here in the top right hand corner of your saved searches. So I'll just give you an idea.
Build listings.
Once again, if you want to include it as a map quick filter, put a name on there, and it will pop populate up here. But let's just take it off for now so I can show you where that will go just in case. And there it is. So anytime you wanna pull something up in your account that you've previously saved, it's really easy and you don't have to spend a ton of time going and building those filters all over again.
So let's see our results. And you definitely can click on the addresses to view the information if you want to. Just keep in mind that you won't have the phone numbers and email addresses, the contact info until it's saved. All of the contact information is a one hundred percent included after the properties are saved. So we'll take a look at this a little bit deeper in a second. But go to save the properties, select them, click Save.
You can save properties and or agents as we do have an agent directory in the platform. But we're going to go to save save properties.
And it just comes down to what's best for you with saving things. But something that really helps is making your list as your main idea and then the tag as more of the subcategory.
So if I think of my list as kind of the main point of this list, which is vacant failed listings, I do have something existing. It's very straight to the point. There's no question about what that list is. So I'm going to use an existing one.
But as you're getting started, you're going to see there's an option to create a new list as you start typing. So that's what you're going to do is you're just creating new list. So I'm going to use this existing one as kind of my placeholder, the main idea. And something that helps a lot is to create some sort of tag that connects and relates your tag to your list.
It makes it really easy for different variations of filters, different markets you're in, the different dates. You can track things. I'm gonna name this vacant field listings because I'm tying that into the main point. I'm tying that into gonna reference where I got the information as well as when I got it.
Typically, I'll do that by the month and the year.
Create as a new tag, and there you go. So there should be no issue in finding my data and knowing exactly what's going on with it. Do whatever works best for you. But this is a really helpful way to find your information and be able to track what's going on in your account as you continue to add more information.
Click Save. And all of those properties, all of those addresses will save into my list, which is the next section we're going over. So in my list, the easiest place to find your saved data is right up here under the list and tag section. And as long as you've been naming things in a nice clear and organized way, it should be a breeze to find it.
You can see here's my main ideas, but I typically care a little bit more about my tags. See how much more detailed it tells me the main idea kind of my list is more of the placeholder, and my tag is more of what I care about. So I can easily grab that failed listings list in Phoenix that I just pulled. All of the contact information is included if there's information available, of course.
And you can use your table configuration too to pull up different pieces of information and reorganize that, different pieces of information and reorganize that.
It makes your life really easy if you need to be able to filter something out and kind of just look at it at a glance. So don't forget about those things. But let's jump into the details of a property.
See all of that info. You will have this information icon, which will show you if somebody's on the national do not call list. You can edit the status of the numbers. So if you gave somebody a call, then you could maybe make note of which one was the correct one.
Email addresses, of course, you can send one off direct mail here, and I'll show that later in this guide on how you can set up templates and get those created to send out.
But you have all of the information like value, mortgage, and debt summary, MLS, if applicable, of course, distress indicators, which will show you the level of sell score that they fall under.
You do have notes in the bottom right hand corner, and you can change the lead statuses to keep track of things. So if I gave this person a call, things went well, and we set up an appointment, I could change that to appointment set, make some notes, and keep track of everything.
In the comping tool that the system has built in, you'll be able to see the red icons are recently sold properties. Yellow is pending, and green is currently active on the MLS. You have tons of different filters here to find properties that sold really recently. And we're just gonna use some of these filters to give you a glance of how this works. Let's maybe say that we're looking for properties that sold in the past six months near our subject property, which is right here with the star and is navy blue.
And I could filter out a ton of other things like the area and the different characteristics and and things about my property that I wanna just be able to find a lot easier.
And I'm just gonna skip that for now.
And you can definitely interact with the map and check out the properties around your subject and even draw a boundary around it, like maybe that subdivision.
And you can also look at the list view down here.
So let's just do that for now.
Maybe we'll just kind of draw around where we're at about here.
And it just kind of narrows it down for you here. So here's my subject property, you know, four two, seeing the square footage, lot size of your build, features like if it has a pool or not, things like that. What it last sold for will show. And then I can just start kinda going down the line and looking at all the information really easily, seeing kind of what the condition is of all of my comps and if that's in line with what I'm trying to do, whether you're trying to determine the after repair value or the current current value of your, property based on the comps.
So after you find some comps, I'm just gonna grab random ones and not waste too much time analyzing a bunch of these. But when you select the thumbs up icon on properties that you found to be good comps, only with the thumbs up will the system start doing the math. And all the system is doing is it's taking the average price per square foot of all of your comps comps just by adding up the price per square foot, dividing it by the number of comps. So dividing the total of these added up by three in this case, which gets you this number.
And then that's multiplied by the square footage of your subject property to get you this estimated value number that you can take.
You can also use the question mark and the thumbs down if you want to just keep track of things. And it's nice because you can see it on the map too and just take those off and just use them as a reference. And then you can also select the properties that you're interacting with, like select all of your good comps, for example. You can do some other things here too. Like, if you find other opportunities in the neighborhood or cash transactions or cash buyers, you can add those to your account. Once again, email things and pull them off.
Sale and loan information will be here. You can go and click on the addition symbol to expand some of those pieces of information. There's tax info, MLS data, if applicable. It will show you the description written by the real estate agent, and then you can scroll down and get that agent's information.
If you wanna add them to a list, that'll add them to your agent directory so you can keep creating that relationship. List and tags will show you where you have that property saved so far. Foreclosure information, if applicable. Owner profile will show you how many properties that person owns and all of the addresses and details and activities on what you've done with that property so far, including when you send them direct mail and interact with it.
There's some other things here too, like if you wanna find somebody based on the address, the search bar. But there's also a lot of drop down options to just look up the address here by the city. You can find people by the phone number. It's just in these little drop downs.
You can filter out the lead statuses really easily here if you've been interacting with them, find people by their name, by their loan interest rate. The list goes on. That's a really helpful tip here with using your table configuration to your advantage. If there's ever a piece of information that you like to pull up really easily, just go and find that piece of data in the list.
Pull it up so you can see it really easy. And use those dropdowns to your advantage to see what's going on. You also have a column for a cell score.
And it might not show by default oh, it is over to the very right. So if you need to see the level of cell score that somebody falls under, you can see that there too.
The quick filters are always updating your data and enriching it for you, meaning the numbers will change here as your data is updated. If properties become vacant, if they become occupied, you'll see that vacant number change. If property sell in your account, you'll see that the system has found recently sold properties. So don't disregard these. These are very important as the system is always going through and analyzing your data, whether it's something that you brought in in the system a while back and wanna see how up to date it still is after it's gone through a while back. And then importing data, maybe you got a list from the county and you want to import it into the platform, then you could also open your quick filters and see what's happening with it.
The All Filters button, just once again, another place to get deeper with if you need to find properties that are vacant in your account or absentee owned that have a certain lead status. A lot of these you can filter out super easy, though, with the columns. You can filter out deeper pieces of criteria that you can also do in the columns a lot of the time in this dropdown. One of the ones you might end up using are things like cell score.
This is the only place that you can filter that out. You can't do it in the columns. So just a side tip there. And then in your List and Tags section, this is a great place to come in and stack list.
Stacking list happens just by the system cross referencing your data and seeing if any properties come up on multiple lists, essentially. My account's newer, so I don't have anything coming up on more than or two or more list. But you could say, hey. Scrub my account and find properties that are on x, y, z amount of list or tax, depending on on your preference there.
There's also another way to do that too. Like, I could say, show me properties that are on my vacant and preforeclosures list, which vacant and preforeclosures list. With included, it's just gonna pull up both of those lists. You can see that there's three fifty two in both of those lists.
But to stack them, you can change this to exclusively. And now the system will find if there's any properties on both, which is really powerful. So if you're trying to find properties that are on specific lists together, just change it to exclusively. Same idea over in tags.
And then the last side note is that if you've been tagging people that you export or send direct mail, which I always recommend doing, you could then come in and exclude something. Or if you wanna exclude a list, you're tagged to avoid marketing to them or whatever that might be to get something out of your way completely.
The actions button, you can interact with that after, let's say, that we pull up this tag.
Select the properties, click actions, and then I can add things to a direct mail campaign here. I can export them off of my account onto a spreadsheet, which will go into my reports to be able to pull off and keep track of, change lead statuses in bulk, change where they're saved in my list and tags, save agents if I want to again here, delete, and so on. The export button, once again, it's hiding there in your actions, but you can definitely click it here. Click on export to Excel or add it to a campaign. I'll show an example here of exporting.
Pick all the pieces of information you want to include. It will include things like the agent's information, if you want that, the phone type, the phone numbers, who's on the national do not call list, all that good stuff. Let's select these and click Next.
We'll just name it export, for example.
Tag it. I always recommend tagging things.
I'm just going to tag it with exported so I can see and exclude these contacts if I need to. So I'm not exporting the same people over and over again by mistake.
There you go. So eventually, it will be ready to download, and that will be in my reports right here. So we'll come back to my list, but let's go to save and export. Everything I bring into my account within my reports and the save and export section, that is going to be tracked here. Whether I brought it in through a map search, which you can see all of the filters that you use, which is really helpful, you can see if something wasn't saved and why it didn't save. A lot of the time, you can force save something too if you click on it. You should have an option to kind of force add it into your account if needed.
Let's go back. And all of your exported logs. So there's my export file. I could click on the download button and get it onto my computer.
There's importing button, this is if you have a spreadsheet to bring in. I'm going to go to bulk import. If you need to bring in a single property, it really is just best to look it up in property search. But you can do that if you have something really specific and you want to do that.
Let's just import this export, just for example, so I can give you an idea here. But grab your file, whether it's CSV or Excel.
After it loads, you'll move forward with the blue arrow.
This self managing is really only if you have some sort of probate list. So if you have some sort of information that's not in line with current tax assessor records and you need to say, hey. I don't want the product to update my information for me. I'm gonna information for me.
I'm going to take care of it. I have all of this different information. You would then self manage it. It's very rare that you would do that.
Once again, you'll see in this information icon, really, the only time that you'll say, yes, I'll take care of managing it instead of the system would be if you had a probate list. Most of the time, you'll leave it alone and have the product just upload and update your information for you. All you have to do is just match up the information that you have on your spreadsheet. Make sure that your addresses this is really the main piece of info you need.
But make sure in your spreadsheet you have them separated into street address, city, state, ZIP code columns. Makes that easy. And if the system missed something or improperly mapped it, just open up the destination side and just find the correct area to match it up with.
Click the arrow here to move forward and save it into a list and tag. It's the same exact idea about how I would recommend saving these is save it into a list name that's gonna be the main idea and save it into a tag that's going to reference that main idea, but include any additional information like the market and the date. Same thing. So either select existing or create a new one.
If you're importing some sort of, like, recently sold list or, like, a DNC list from a different platform, you might consider opting them out. It basically saves them into your account, but it hides it from your view. So opting out is saving them, but they're not gonna be visible, just so you don't accidentally add them, again in a different search in the future.
Most of the time, you'll be bringing in a new list, so we won't have to worry about that. And then if you wanna tell the system include saving all addresses, whether they're non verified or verified by the USPS or not, you can do that. That typically happens, like, where some won't get saved if you had any, like, vacant lots or something that were in your spreadsheet, and you go to import it, and something didn't completely save. So it's just something you can do in the beginning to tell the system, save everything I have regardless of if it's verified or not. That's up to you.
And then you'll click Submit. This is a list that I already exported, so I'm not gonna go and do that. But you would find it the same exact way.
You would just go to my list, and you should be able to find it really easily under your list or tag side. The next section is driving routes. Another way that you can generate data in your account, unless you're gonna do it on the mobile app, but this side is the virtual side of thing. The mobile app can do pretty much everything the desktop can.
But within driving routes, you can maybe switch over to something like satellite is really helpful. So you can start analyzing the neighborhoods before you drop down in Google Street View with this Google icon. So I'm gonna switch to satellite. You can always see your routes on the map color coded depending on the time frame.
This is a brand new account, so I don't have anything on the map. But it just shows you when you last drove certain routes that will get tracked over here as well. So I'm gonna zoom in just to an area, and you can use the search bar too.
But typically, you'll be looking for signs of neglect and distress from above. And this is just a helpful tip so you're not wasting a ton of time before you drop down into a neighborhood and have no idea about what you're going to find. So we're going to be looking for excess trash, piled up broken down cars in the backyard, empty or green pools. We'll be looking for damaged roofs and so on. So just to make this a quick example, let's drop in front of this property. You can analyze the rest of the neighborhood, of course, but grab the Google icon, drag and drop it into wherever you want to begin.
And before you move anywhere, just click on the car icon in the bottom right hand corner to start tracking. It'll track the properties you add, the distance you drive, and the time you spend.
So here's that property we saw from above. You can always see the image capture date, and you can check out, if you wanna go and add a property, the ownership length if it has data. This one, in particular, doesn't. But a really good just pro tip here, if you're deciding or wondering if you should or shouldn't add something to your account, just take a look at how long it's been owned in tandem with when the picture was taken.
Most of the time, it's gonna be in same or similar condition. If it's under the same ownership length, then it far surpasses when the picture was taken. So let's just use this for example. But just a side tip, let's look at another address.
So here's a perfect example. The picture was taken here about three ish, four ish years ago, but this has been owned for fourteen years. You know, you're looking at the state of the home. It's probably in similar condition if it's been under the same ownership, and the picture was only taken a couple years ago.
So it just depends on the market you're in. Sometimes they're super up to date and on top of it with the people tracking those images, and other markets are gonna be further apart. So take a look at the ownership length. But when you wanna find something that maybe has chipping or appealing paint, once again, damaged roofs, piled up cars or trash in the yards, boarded up windows or doors, and so forth.
You can click save or view the details, but we're gonna save it. And I'm gonna save it into a virtual driving four dollars list.
And the tag, I'm gonna name and just abbreviate here.
And I'm gonna do it by the date.
And I'll probably use the same or I would use the same tag for the whole day. Some people like to track it by the week or the month, just depending. But you can still see this is the main idea. This is how I obtain this property. And this is just a little bit more info to tell me where and when and click Save.
And it is going to keep track in this little map in the bottom left hand corner so I can make sure I'm not driving down the same streets over and over again. I'll show that here. You can now see that icon screen letting me know it's saved. And remember, anything you say will have included contact information, whether it's through importing, like I showed in a previous example, driving for dollars, property search. Anything you save will have phone numbers and email addresses. So this person now will have if I go and open up the details here, they'll have that contact information just in that same spot.
But as you move down the street to go and add more properties, you can click on the arrow in the direction you wanna go, and you're gonna see that there's a line that follows behind your Google icon right here. So you have no question about where you've been so far. Once you're done, you'll click on the car icon to stop or pause your tracking. I'm in stop and save.
And then everything is tracked here, the distance, properties added, and time spent all tracked right here. So you can click on it and refer back to that drive. It will show you the properties on your map. And this one didn't have the information, but it will show the last sale price in that bubble, by the way.
But where you're gonna go to do something with the information and look at the details is once again going to be my list. Just pull up your list or tag, and it should be a breeze to find that data.
Use your quick filters to your advantage, especially with your drives, because then you can pull that up and see what you found while you were just simply looking at the physical indicators on those properties. The next section is the agent directory, really easy to use to connect with real estate agents in your market. You could use the search bar here, just as simple as that, but I'm gonna go to the all filters and say that we're looking for agents in Phoenix, Arizona. You can filter out the sold listing count, and you could do the total sold amount in a time period, how many active listings they currently have on the market, average listing price, their name, the brokerage, and you can sort the list as well. Let's say we're looking for pretty active agents that in Arizona, they've sold in the past six months three to five listings, and they currently have three to five active listings. Click Apply.
And there you go. So you just basically have this full on directory that you already have their info without even saving them with the agents. You can save them to your account to manage them and export them. And saving agents does take up room in your monthly limit every month in your account. So do keep that in mind.
But when you go into this, I don't even have this agent saved. I get their all of their information, like their license number, their primary phone number. Sometimes it's the same as the brokerage, but let's open this up on another person. So you'll get their primary phone number, the office phone number, the stats, which will show you what they have, active, pending, sold, expired, canceled, after this loads here.
MLS will show you those actual listings, and you can go and check out the details on those. If you do save an agent, whether you favorite them or you save them to, like, some sort of let's just save it to a Phoenix, Arizona agents list.
You will get additional tabs.
So just see if we can get that to open up here now that we've saved tabs when you save somebody, like notes.
You can change lead statuses on the agents. You can manage them right here in your account in activities and where you have them saved in your list and tags. And you can make note of the or change the status of the phone numbers as well. Once they're saved, they're gonna end up in the agent list side just like this, where you could then select things, click actions, export them, manage them, and delete things if you need to as well.
The before moving into the last section that we'll talk about campaigns or your direct mail campaigns, let's just talk about reports. Remember, your save and exports are here. Everything you bring in and everything you pull out.
Direct mail report will show you all of those things broken down, like what's been sent out, when things were delivered, the cost, the template you used, if you want to export that information to is at the top, and driving for dollars KPIs. So it'll keep track of where you've driven, who drove those routes, and so forth.
So to talk about direct mail and you do have some other things up here, too, like your wallet balance will be used for the direct mail campaigns. The task manager is up here, just this calendar. And you have some notifications in the resource center. Same idea with opening up the chat bubble. But let's go to your initials in the top right. You can go to my profile.
Check out your user profile to edit things if you want to with this pencil icon, your login methods, all that good stuff.
Billing, if you need to check it out, add a card to your account is in here as well. Remember, in your user profile, this is where you can add users to your account and choose all of their different permissions. Just do add additional user, add their info. They are going to get an email from you with their login, but you can choose what they have permission to use in here or not.
But billing, where you can see transactions and invoices, your plan, and payment methods. You can add new cards and turn on auto recharge and so on. Data management is where you can edit the names of your list and tags for both your properties and your agents. Once again, they're separated.
Here's your tags. And you can edit those. You can also create your own lead statuses. Really, really helpful if you lean on these a lot and want to make note for maybe some specific things for agents or following up with people and and so forth.
And then custom fields. And if you need to bring in something really specific, like maybe the relative name into the product, you can go into custom fields first and tell the system you're planning on bringing in something custom so that you can map out that field if you do a manual import as a side note.
So as the last thing to cover will be direct mail setup. When you go to do this for the first time, it'll kick you over to signatures.
You're going to add your name.
That will appear on the postcard or letters. Signature name is just your reference name. I'm just going to put my same name on there. You can upload a logo, add your phone number, your email address, a return address, if you have disclosure, license information, website, and so on. But we're going to click on Save. And now we can go and create our templates.
So with the templates, there's lots of different options here. You can stick with some of the more basic ones. You won't have as much customizable options down on some of the ones near the bottom. But once it starts to get a little fancier looking, you'll have a lot you can do with them. You can either use the designs that are here and wipe them clean or kind of take some ideas from it where you can create your own templates, which are four by six postcard, six by nine or letters.
Let's go to just edit one of these. For example. You can hover over to create a duplicate, edit something, or use the magnifying glass to take a closer look.
Let's create a copy of this one so we have something to go off of. I like to keep the original. It's up to you. There's also, down here before we go over designing, you can choose a default template to use for your one click direct mail configuration if you want to just click that button and send a default option, which is nice.
But let's use this copy. Click on the pencil icon.
And even though you probably aren't going to be reaching out to people about lawn care, it's still great to use these designs that are already there because, like, this really nice house, I could select and then delete it. And maybe I go to insert an item of my own and do image as the Google Street image. So I could kind of mimic some of these really good ideas on these created postcards. But how about I make it my own? And I put, instead of that really nice property, a photo of their house. Even if I send this postcard to one thousand people, the the Google Street image option that you'll find there will coordinate the correct property when they receive that mail.
There's also this layering button. So I could say, okay, now my image is, like, covering everything. I want to click on this layering button and send it to the back. So now I'm kind of mimicking what that example postcard already had, but I'm creating it to be my own.
You can take any of these things away and completely wipe it clean if you want to or just start from scratch on the other one if you want to. But I just want to show here, for example, that you can edit everything. You can change the layout, you know, move things around. You can add your own additional text boxes.
If you're somebody that likes to or you've used something like Canva in the past and you have your own design somewhere else, you can grab an upload of that or a screenshot of that and then bring it into the product, add your own text boxes on top of it and make it your own. So even if you have a design somewhere else, you can bring it into the product here.
But let's just edit some more of these things, for example.
And you're going to be able to edit the back as well down here.
Choose the background color. There's lots of things you can do there. Change the position, the position, the size of it.
The dynamic fields are things like this. So let's just edit one more thing.
High space dynamic field. I could then do first name.
So whoever I send this postcard to, it's going to insert their first name. For example, I'm interested, just as an example, in your property at space dynamic field property address. So then if I send this to, let's say, John at one hundred and twenty three Main Street, that would autofill. Hi, John.
I'm interested in your property at one hundred and twenty three Main Street. So lots of great options here. Just keep in mind the signature options are your information that you've previously set up in your signature. Make sure you name your template whatever you want to use that or name that.
And take your time as you go through the other options to make it your own.
Let's just leave it alone just so I can move forward in this example.
But just to give you an idea, whatever you see on here, you can move, delete and completely make your own.
Make sure you attach your signature and then click Save.
And then we'll wait for this to upload or to update.
And then I'll show you how to create that campaign.
Now that that's done, you'll see that that's going to appear in my templates.
And just a heads up, if you're using the Google Street image and then you see this house in it and you're wondering what happened, that's just the default image that we use as a placeholder in the product. But it is going to show the Google Street image once sent to those coordinating properties.
So when you want to start sending those things out, remember, first off, there's the one send option.
So if you're talking to somebody, maybe you have like a thank you card that you send out when you specifically talk to people or you just are sending it when you're driving for dollars, you can do that send direct mail option and send out whatever postcard or letter.
And then to start the campaign. Let's just go to grab multiple properties here Select.
Let's just grab fifty of these.
Click actions or export. Either way, the campaign option will come up. Go to direct mail. Name your campaign.
Use your quick filters to your advantage, too. Like, if you want to pull up properties that are vacant in your account and you want to use those quick filters that are pulling up to date information is really helpful. So let's just name this mail, remove any duplicate mailing addresses if you want to move forward with the arrow and design what's going to send out and when. Just make sure you filter out, like, if you made four by sixes six by nine or letters first.
And let's go and grab one of my templates. I think that was a six by nine earlier. There it is.
And you can actually set up a drip campaign. So maybe we send the first one out as soon as possible. There's a send date and expected delivery date there. And then maybe we send out another one two weeks later and a third one maybe on day thirty and whatever, you kind of wanna do here in design.
So after you choose whatever you wanna send out, and you can send different ones and or the same one over and over again, completely up to you. You'll then move forward with the arrow. It'll give you an overview of what's gonna be sent out, how much it will cost, how many people. You can schedule it out if you want to wait, but I'm gonna leave it on send now. Click the checkbox to understand you can't change things. Once it's sent to production, agree to the terms of service and click create campaign.
It'll then automatically take you to your campaign section in your menu, where you can go to click on the three dots to edit the name of the campaign if you ever need to and go to view that campaign. And it will show you completely included tracking events for that mail campaign. You can see what's currently in production, tracking events, mail distribution, and who it's being sent to after it loads those contacts.
Once again, if you end up having questions, just remember to go to the bubble or reach out in the Slack channel. But you can go to ask questions to the team or search for resources here for other guides.