Welcome to Your First Feedback Loop
5 steps. We use this data to build your personalized BuyBox.
Make Copies of the Templates
Three templates, three types of data. Grab all the ones that apply — you'll need a Google account.
Results
What's converting in your market — teaches the algorithm what works.
Do Not Contact
Addresses and phones to remove from future campaigns — protects your spend.
Phone Number Status
Wrong numbers, DNCs, decision makers — cleans up your next skip trace.
Don't delete properties from your CRM. Mark them as DNC, Wrong Number, or Dead Lead instead. Deleting loses the exact data the algorithm needs to learn what isn't working — and we can't feed back what we can't see.
Add Your Leads
Export every lead created in the last 24 months, independent of current status.
This includes active leads, dead leads, and any lead from that period — regardless of their current pipeline stage.
Source is optional — include it if your CRM tracks it, but don't let a missing source delay your submission.
Add Your Appointments
Export every appointment from the last 24 months, independent of current status.
Include all appointments regardless of outcome — completed, canceled, or no-show.
Source is optional — include it if your CRM tracks it, but don't let a missing source delay your submission.
Add Your Deals
Export all closed deals from the last 24 months.
Under contract? If you have any properties currently under contract (purchased, being remodeled, or in progress), include those as well.
Source is optional — include it if your CRM tracks it, but don't let a missing source delay your submission.
Submit Your Data
Send your completed spreadsheet to your CSM or upload it via the support portal.
Submit at least 2 weeks before your fulfillment date.
Good data in = better lists out. Start well, and it compounds from month one.
Quick Reference
Leads
Last 24 months
All statuses included
Appointments
Last 24 months
All statuses included
Deals
All closed deals
+ under contract
Prefer Automation?
Connect your CRM. We pull data automatically each month.