Phoenix - Your AI AssistantLead Screening System for Real Estate with Comps & CRM
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5 days
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What you get with this Offer
Most investors lose deals because their lead data is incomplete, outdated, or poorly organized. Missed follow-ups, inaccurate comps, and low-quality skip tracing create delays that kill opportunities. This project solves those issues with a hands-on, time-intensive real estate lead screening system built to make every lead actionable. I manually verify data, perform accurate skip tracing, normalize fields, research comps, and score motivation so you know exactly which sellers to prioritize. I also build a clean, structured CRM pipeline with stages like New, Follow-Up, Warm Seller, Appointment Set, and Offer Made paired with automated reminders to prevent stale leads. The result is a streamlined lead-to-offer flow, higher appointment conversions, and better visibility across your pipeline. You get a fully vetted dataset and a working workflow that reduces wasted time and boosts acquisition efficiency.
Action Plan:
1. Lead Intake & Cleanup
✔ Import, format, and normalize your lead data to avoid duplicates and inconsistencies.
2. Skip Tracing & Verification
✔ Manually verify contacts, append missing data, and confirm property ownership.
3. Comp Research & Motivation Scoring
✔ Pull accurate comps and assess seller motivation for fast decision-making.
4. CRM Pipeline Setup
✔ Build structured stages with automated reminders and follow-up triggers.
5. Final Review & Optimization
✔ Deliver a ready-to-run lead screening system with clear next steps.
Key Attributes:
✔ Real estate lead qualification
✔ Manual skip tracing & verification
✔ Accurate comp & market research
✔ Motivation scoring workflow
✔ CRM pipeline setup & cleanup
✔ Automated reminders & triggers
✔ Data normalization & formatting
✔ Lead tracking and follow-up system
✔ End-to-end lead screening
✔ Investor-ready lead analysis
FAQ:
1. Do you use manual research or only automation?
✔ Both, but manual checks are prioritized to ensure accuracy.
2. Can you work with any CRM?
✔ Yes Podio, GoHighLevel, REI BlackBook, Airtable, and custom CRMs.
3. How accurate are the comps?
✔ Comps are pulled from reliable sources with multiple cross-checks.
4. Can you handle large lead lists?
✔ Yes, bulk lists are supported with systematic screening.
5. What if my workflow is unique?
✔ I customize the pipeline to match your exact acquisition process.
Action Plan:
1. Lead Intake & Cleanup
✔ Import, format, and normalize your lead data to avoid duplicates and inconsistencies.
2. Skip Tracing & Verification
✔ Manually verify contacts, append missing data, and confirm property ownership.
3. Comp Research & Motivation Scoring
✔ Pull accurate comps and assess seller motivation for fast decision-making.
4. CRM Pipeline Setup
✔ Build structured stages with automated reminders and follow-up triggers.
5. Final Review & Optimization
✔ Deliver a ready-to-run lead screening system with clear next steps.
Key Attributes:
✔ Real estate lead qualification
✔ Manual skip tracing & verification
✔ Accurate comp & market research
✔ Motivation scoring workflow
✔ CRM pipeline setup & cleanup
✔ Automated reminders & triggers
✔ Data normalization & formatting
✔ Lead tracking and follow-up system
✔ End-to-end lead screening
✔ Investor-ready lead analysis
FAQ:
1. Do you use manual research or only automation?
✔ Both, but manual checks are prioritized to ensure accuracy.
2. Can you work with any CRM?
✔ Yes Podio, GoHighLevel, REI BlackBook, Airtable, and custom CRMs.
3. How accurate are the comps?
✔ Comps are pulled from reliable sources with multiple cross-checks.
4. Can you handle large lead lists?
✔ Yes, bulk lists are supported with systematic screening.
5. What if my workflow is unique?
✔ I customize the pipeline to match your exact acquisition process.
What the Freelancer needs to start the work
Client Requirements:
1. Lead Source List
✔ Provide your current lead list or sources so I can begin screening.
2. Target Market(s)
✔ Share your investment markets to tailor comps and motivation scoring.
3. CRM Access
✔ Grant access to your CRM (Podio, REI BlackBook, GoHighLevel, etc.).
4. Follow-Up Rules
✔ Define your preferred follow-up windows and escalation guidelines.
5. Deal Criteria
✔ Tell me your buy box so qualification matches your acquisition strategy.