Use Case Scenarios

Representative workflows showing how Indiana real estate professionals use the platform. All metrics are platform capabilities. When real customer stories are collected, they will be attributed by name and company.

Listing brokerage · Indianapolis

Listing agent replaces four prospecting tools with one platform

Lead list filtering, skip tracing, sold comps, and pipeline tracking in a single login. The workflow that used to require four subscriptions runs end to end.

10
Lead lists
50
Max comps
7
Pipeline stages
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Wholesaler · Marion County

Wholesaler builds an absentee LLC outreach campaign

Filter by entity type (LLC) and occupancy (absentee) across 348K Marion County parcels. Skip-trace across four providers with DNC flags. Export a mail-ready CSV with owner contact data in under 20 minutes.

25+
Filters
4
Trace providers
CSV
Export
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Listing brokerage · Indianapolis

Listing agent replaces four prospecting tools with one platform

4 → 1
Tool consolidation
10
Lead list presets
50
Max comps per query
7
Pipeline stages
Company context

A solo listing agent in Indianapolis covering Marion and Hamilton counties. Annual production of 15-20 residential listings. Prospecting is the primary source of new business, this agent farms neighborhoods and contacts off-market sellers directly rather than waiting for MLS referrals.

Challenge

The agent was paying for four separate tools: a county assessor data subscription, a skip-trace provider, a comp report service, and a spreadsheet-based CRM. Each tool had its own login, its own data format, and its own refresh cadence. Building a prospect list required exporting from one tool, importing into another, and manually cross-referencing records. The workflow took hours and the data was stale by the time outreach began.

Workflow
1
Open the Tired Landlords lead list
The preset filter matches owners holding 3+ parcels with the majority flagged absentee. Selecting Marion County narrows the statewide index to a local campaign.
Route: /app#/lead-lists · Filter: tired_landlord = Yes
2
Review results sorted by lead score
The table shows Address, Owner, Entity Type, Years Held, Acreage, Assessed Value, and Lead Score. Default sort: Lead Score (high to low). 9 sort options available.
Route: /app#/search · Sort: lead_desc
3
Open a property report and read the lead score breakdown
Each parcel shows the 12-signal lead score with active signals and their weights. Three tiers: Hot (≥60), Warm (≥35), Cold (<35). The agent sees exactly why the parcel scored the way it did.
Route: /app#/property/{county}/{id} · Methodology: v2.4
4
Skip-trace the owner and pull comps
Click "Skip Trace" for phone and email. The property report already has sold comps pre-loaded, median sale price, median $/acre, match scores. The agent runs the Fix & Flip calculator with ARV from comp median.
API: /api/v2/skip-trace/lookup · /api/v2/properties/{county}/{id}/sold-comps
5
Save to a list, log the call, track the deal
Save the parcel as an opportunity. Create a contact from the skip-trace result. Log the first call as an outbound activity with outcome (answered/voicemail/no_answer). Move through pipeline stages as the conversation progresses.
API: /api/v2/contacts · /api/v2/opportunities · /api/v2/activities
Supporting media
Screenshot: search results · tired landlords · Marion County
Outcomes, platform capabilities used
10
Lead list presets
Hot Leads, Absentee Owners, Tired Landlords, Long Holders, Vacant Land, and 5 more
50
Max comps per query
Matched by distance, zone, acreage, and sale recency with statistical summary
15
Activity types tracked
call_outbound, email_sent, mailer_sent, drive_by, note, and 10 more system events
Proof points
  • Lead score is published. Every signal weight is documented at methodology v2.4. The agent knows why a parcel scored 73 and can verify the math.
  • Skip-trace results are cached. Subsequent lookups for the same owner don't consume quota. The agent can re-check contact info without cost.
  • Comp data comes from Indiana SDF. 4.4 million sale disclosure records from the state, not a third-party estimate. Deed type and parties preserved.
  • Pipeline is built in. No CRM export/import. Activities, contacts, and opportunities live in the same platform as the parcel data.

This workflow is available on the 7-day free trial with full Pro access.

Build your own lead list Learn more about prospecting
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Wholesaler · Marion County

Wholesaler builds an absentee LLC outreach campaign

348,924
Marion parcels searched
25+
Filter dimensions
4
Skip-trace providers
Company context

A high-volume wholesale operation in Indianapolis focused on off-market residential deals. The business model depends on outbound outreach to absentee owners, the faster a contact list is built and traced, the faster deals enter the pipeline.

Challenge

Building a targeted outreach list required manually searching the Marion County assessor website, copying records into a spreadsheet, then uploading that spreadsheet to a separate skip-trace service. The assessor site doesn't filter by entity type or occupancy status, so the wholesaler had to review records one by one. A single campaign took a full day to assemble.

Workflow
1
Set filters: Entity Type = LLC, Occupancy = Absentee, County = Marion
The search narrows 348,924 Marion County parcels to only those owned by LLCs where the mailing address differs from the property address.
Filters: owner_type = LLC · occupancy = Absentee
2
Bulk skip-trace the results
The platform queries BatchData, IDI, REIPro, or Whitepages for each owner. Successful traces are cached so re-running the same list doesn't double-charge.
API: /api/v2/skip-trace/lookup · Provider abstraction with caching
3
Export to CSV for direct mail
The CSV includes owner name, property address, mailing address, phone, email, lead score, entity type, years held, acreage, and assessed value. Ready for mail house upload or CRM import.
Export fields: 10+ columns · Format: CSV
Supporting media
Screenshot: search filters · LLC + Absentee · Marion County
Outcomes, platform capabilities used
25+
Filter dimensions
Lead score, entity type, occupancy, years held, acreage, value, zoning, county, and more
4
Skip-trace providers
BatchData, IDI, REIPro, Whitepages with provider abstraction and caching
10+
CSV export columns
Owner, address, mailing, phone, email, lead score, entity, years held, acres, AV
Proof points
  • Data is refreshed nightly. The Marion County parcel index is pulled from the county ArcGIS and Indiana DLGF every night. The list is current as of the last refresh.
  • Skip-trace caching prevents double charges. Every successful lookup is cached. Running the same list again queries only new or changed records.
  • Entity type is resolved from owner name patterns. LLCs, trusts, estates, and individuals are categorized by the platform's entity parser, not self-reported.

Available on every paid plan. Start with a 7-day free trial, no charge until day 8.

Run the absentee owner search Learn more about prospecting