Here, you’ll be able to search for a call list either by its name or description.

You can view all of the lists you've created. You can quickly access the saved contacts on your list by clicking "Start Outreach", or access your most recent contact in the call list by selecting "Resume Outreach." This will take you directly to the call console page. Another option is to click on the name of the call list to view the overall call list page. And if a list doesn't have properties, there will be a message to add some.

This option gives you the ability to upload a list of addresses and we will find properties and their contact information for you. You can import addresses from a CSV file. Please ensure that each address includes a zip code. Although not required, it is recommended to include the city and state as well. You can upload up to 1,000 addresses at a time.

This option gives you the ability to create a new list

Here you can search for an associated property by typing the street address only; city, state, and zip code are not required.

Selecting this option lets you create your own letter template for your mailer.
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In your template, you can choose to include a letterhead with a logo or to omit the letterhead.
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When composing the body of your letter, you may use the free text and dynamic fields available on the right side of the modal.
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Save the template and download the letters to your device for printing.
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Selecting this option will give you the ability to export all the properties saved on the list or export the activities you've done on these properties

If you choose to export the property and ownership data:

- It will use up credits if the list contains owners that have not been unmasked

- However, if you do not require the owner's contact details, the export will be provided at no credit cost.

If you choose to export 'Activities', it will export the completed activities for the listed properties. it will contain the contact's name, saved notes, activity type (call/email/other), call result, property address, and the task details (due date, priority, status, date created)

Selecting this will give you the option of adding a property to this Call List without having to go back to the Search page

Selecting this will update any modifications you made within the Details name and/or description

Selecting 'Start Outreach' will take you to the Call Console page for the first property listed, or selecting 'Resume Outreach' for the next property you are working on.

Here you can choose to view the page in either table format or map format.

Selecting any property in the list will open the property view for that selected property

Clicking the bolt icon will direct you to the Call Console page for that property, where you can view its contact information, log an activity, add notes, create a task, or unlock the contact details.

Selecting the trash icon will remove the property from the Call List

Selecting this option updates new contacts for the property and deducts one credit, even if no new contacts are found.

Selecting this will show you the previous property in your Call List

Select the number between "Previous" and "Next" will allow you to search or select any property in your Call List

Selecting this will show you the next property in your Call List

Selecting this will give you (if available) the Ownership, Property Information, Financial Information, Building Features, Location Information, and Tax Information of the property. You also have the option of adding a tag to the property.

Selecting this will give you (if available) Loan Information and Property Records

Selecting this will provide you with Comps based on selected parameters with the ability to modify them, and an analysis of those Comps, and the properties used for the Comps

Selecting this will give various demographics within 0.3, 0.5, and 1 mile. You also can modify those radius.

Selecting this allows you to search and add a contact to the selected property and the ability to create a contact

Selecting the Contact drop-down or either arrow will show the Contact record associated with the property.

Selecting this will associate the selected tag(s) to the selected contact record

Selecting the three dots will allow you to modify the chosen contact information or delete the contact from the selected property

After confirming the owner's information, mark the contact as verified(selecting "Yes") or unverified(selecting "No"). Selecting 'Yes' will also add the contact to your Contacts page.

This activity allows you to select a phone number, the call result, input the details of the call for future reference, and create a follow-up task

This activity allows you to send an email to the selected email and create a follow-up task

This activity allows you to add any activity and create a follow-up task

Here showcases all activities you have generated for the property. It also allows you to update or delete any activity

Here you can add, edit, and delete notes for the property

Here you can add, edit and delete a task for the property