Monthly Checklist

What Data to Send Us Every Month

Submit your feedback at least 2 weeks before your fulfillment date. The more consistently you share, the better your lists become.

Results

Your deal outcomes help us understand what converts in your market and improve your BuyBox.

Deals

Closed transactions that directly improve your BuyBox model

Property Address

Property Zip

Date

Gross Profit

Exit Strategy(Wholesale, Wholetail, Fix-and-Flip...)

Source(Direct Mail, Cold Call, SMS...)

Leads

Owners who expressed interest - helps us replicate success patterns

Property Address

Property Zip

Date

Source

Appointments

Scheduled meetings that optimize qualification criteria

Property Address

Property Zip

Date

Source

Number Status

Phone number quality feedback improves data efficiency by 20%+ and reduces wasted calls.

Status Types

Wrong Number— Phone doesn't belong to property owner

DNC— Do Not Call - owner requested no calls

DNC Decision Maker— Decision maker requested DNC

Decision Maker— Reached the property owner

Influencer— Reached someone with influence over decision

Agent— Reached a real estate agent

Unknown— Could not determine status

Required Fields

Property AddressRequired

Property ZipRequired

Phone NumberRequired

Number StatusRequired

Opt-Out

Addresses and phones to exclude from future campaigns. Keeps your lists clean and compliant.

Opt-Out Types

Dead Leads— Leads that didn't convert - helps refine targeting

Litigators— Risk profiles to exclude from future lists

Do Not Mail— Exclude from direct mail campaigns

Cold Call DNC— Exclude from cold calling

SMS Opt-out— Exclude from SMS campaigns

Required Fields

Property AddressRequired

Property ZipRequired

Phone NumberFor CC/SMS opt-outs

Opt-Out TypeRequired

ReasonOptional

When to Submit Your Data

Submit your data at least 2 weeks before your fulfillment date to ensure your next list includes all updates and BuyBox refinements.