To access the Leads app locate the menu item "leads" on the left hand side menu bar located towards the top.
Core Features
Explore the core features below to utilize the Leads app to search leads, skip trace, download property data, save list, upload your own leads, create comp reports, access upgrades and more.
⬇️ Download and skip trace 25k leads monthly!(Watch the video above!)
Do you need to cancel your Leads subscription?
You can cancel anytime by sending us message through Offerbolt support chat or email [email protected] and request to cancel.
Intro to Offerbolt Leads
1. Accessing the Leads Product 0:00
Open the Leads product within OfferBolt.
Familiarize yourself with the main pane, which includes:
Recent Searches
Quick Searches (preset options)
Saved Searches.
2. Performing a Search 0:22
Choose a Recent Search or enter a city, county, zip code, state, or address.
3. Filtering Property Results 0:43
Use the available filters to narrow down your property list.
Selected filters will populate on the screen.
To remove a filter, deselect it (e.g., remove 'land').
4. Saving Filters 1:04
Click 'Save This Filter' after selecting your desired filters.
Name the filter appropriately for future reference.
5. Setting Up Deal Alerts 1:21
Ensure the 'deal alerts' box is checked to receive updates on fresh leads for your saved search.
6. Viewing Individual Properties 2:31
Click on an individual property to view detailed information.
Check the skip trace information and consider adding it to your leads drawer.
7. Using Comparables 2:52
Utilize the comparables feature to assess property pricing against similar homes.
8. Skip Tracing Properties 3:13
To skip trace multiple properties, select the dropdown and choose 'select all'.
Confirm the number of leads added to your leads drawer.
9. Exporting Leads 4:12
Click 'select standard' and choose the 'lead trace' option.
Click 'export leads' to generate the export.
10. Monitoring Export Status 4:34
Check the processing status of your export.
You will receive a notification and an email once the export is complete.
11. Accessing the Leads App Stand-Alone 5:03
Click the designated link to open the Leads app in a new window.
12. Downloading Leads Data 5:27
If needed, click to download the leads data again in CSV format.
13. Seeking Additional Information 5:37
For more information about leads, visit the FAQ's section.
Contact support for any additional questions.
14. View Leads Standalone to access AI and property data upgrades
Understanding the Upgrades -- Leads AI Suite and Its Benefits
1. Introduction to the Leads AI Suite 0:00
The Leads AI Suite is a tool designed to enhance property data interaction.
It utilizes natural language processing (similar to ChatGPT) to facilitate communication with property data.
2. Features of the Leads AI Suite 0:00
Allows users to engage with their property data using natural language.
Provides access to commercial leads.
3. Understanding AI Scores 0:22
AI scores indicate which leads are most likely to sell.
This feature helps prioritize leads based on their likelihood of conversion, rather than just selecting all leads in a given area.
4. Value of AI Scores 0:22
Knowing which leads have a high chance to sell is highly valuable.
It enables more strategic decision-making in lead selection.
Tips for Efficiency
Regularly save your searches and filters to streamline future searches.
Set up deal alerts to stay updated on new leads without having to check manually.
Use the comparables feature to make informed decisions quickly.