5 days
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Most investors lose deals because their lead data is incomplete, outdated, or poorly organized.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
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Amit C. 27 days ago
Excellent workby
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Frank O. 8 days ago
Excellent job and will be back again
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Paul A. 10 days ago
Great work once again
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Daphne D 29 days ago
My fave!
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Donna D. 14 days ago
Fantastic work, followed my brief to the letter and the site looks amazing. Highly recommend.
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Martin H. 1 days ago
Quick, flexible and accurate. Good job
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Qasim M. 12 days ago
Very responsive and a great work
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Richard W. 9 days ago
Fantastic work
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Kristian P. 4 days ago
As usual, excellent. Thanks
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Aaron O. 11 days ago
Absolutely amazing work, great time and effort put into our project. Continued a good length of time and the support and quality offered was amazing. Highly recommend and any website work I will ever do I will do with Vishal!