Lead Screening System for Real Estate with Comps & CRM

About this ad

Most investors lose deals because their lead data is incomplete, outdated, or poorly organized.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.

About the seller

Reviews on the ad

  • Isobel T. 14 days ago

    Great job. Patient with our amendments and speedy responses.

  • Daphne D 17 days ago

    My fave!

  • Francis Q. 14 days ago

    Outstanding work, thanks..

  • Mike N. 14 days ago

    Great as usual!

  • Sunny C. 7 days ago

    Excellent - prompt communication, great design skills, happy with the end result. Would highly recommend. Thanks

  • Qasim M. 13 days ago

    Very responsive and a great work

  • Richard K. 6 days ago

    Fantastic service yet again! Thanks

  • Paul O. 20 days ago

    These guys are amazing. They have been great, the way they go about their work is impressive, they are very attentive. They respond to questions very quick and work with you till work is done or till you are happy with what they have done. Thank you!

  • Chris S. 16 days ago

    Very responsive and good work, thank you

  • Jonathan C. 20 days ago

    Fantastic work as always. With a rapid turn around liter

Order details€295

5 days
Contact the seller