LeadTrace your List

Lead Tracing allows you to acquire phone numbers and email addresses for the properties in your list. This article walks through how to:

• Create and save a filtered list

• Add properties to your list

• Export the list with Lead Trace contact information

• Download your completed file

To Lead Trace your list:

1. Filter your properties

2. Create and save a list

3. Add properties (individually or all at once)

4. Export using Standard Format

5. Select Lead Trace

6. Download your file from the Exports section

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Step 1: Complete Your Property Search

1. Click Leads in the left navigation menu.

2. Enter your location at the top of the screen.

3. Click the Filters button and apply your desired criteria.

   • You can use the filter tabs at the top or scroll down to view all filter options.

4. Once applied, your results will display (example: 147 matching properties).

At this point, you’re ready to add these properties to a list.

Step 2: Create a New List

Before lead tracing, properties must be saved to a list.

1. Click the LIST button in the upper-right corner.

   • If no list exists, it may say My List.

   • If lists already exist, it will show the most recent list used.

2. Select Create New List.

3. Enter:

   • List Name (Example: Brunswick 10-Year Owner – 65% Equity)

   • Optional Description

   • Optional Tags (Up to 20 tags allowed)

4. Click Create List.

You’ll notice the list is created but currently shows 0 leads selected.

Step 3: Add Properties to Your List

You can add properties individually or in bulk.

Option A: Add Individually

1. Click on a property address to open the details screen.

2. Select Add To (upper right hand corner) and choose your newly created list.

3. Once added:

   • The property will highlight in green.

   • A checkmark will appear confirming selection.

You can also:

• Use the checkbox on the property card to quickly add it to the active list.

Option B: Add All Properties at Once

1. Click the Selected button (top of the results area).

2. Choose:

   • Select Page (current page only), or

   • Select All (entire filtered list)

3. Click Select All to add all properties (example: 147 leads).

Your list now contains all selected properties.

Step 4: Export with Lead Trace Data

Once your properties are added, you’re ready to export.

1. Click the Selected button again.

2. Choose Export.
   Please Note: First-time users will need to accept a one-time data acknowledgment before exporting.

Choose the Correct Export Format

You will see two export options:

• Standard Format (Required for Lead Trace data)

• Facebook Custom Audience (Does not include full lead trace details)

Select Standard Format.

Select Data Fields

The following options will be available:

• Overview (included by default)

• Basic Details (Owner name, address, beds, baths)

• Lead Trace  (Select this to include phone numbers and email addresses)

You may also:

• Add additional property details

• Include custom tags

At the bottom of the window, you’ll see:

• Monthly usage totals

• MLS usage information

Click Export.

You will see a message that your file is being prepared.

Step 5: Download Your Export

To access your exported file:

1. Click the Exports button (available anywhere in the Leads section).

2. Locate your most recent export.

3. Click Download.

The file will download as a ZIP file.

• Open the ZIP file on your computer.

• Open the exported spreadsheet.

• Scroll to the right to view all included contact details (phone numbers and email addresses).

Additional Notes

• Properties marked with a checkmark indicate they’ve been added to your active list.

• If a phone number appears on the Do Not Call (DNC) list, an additional click may be required to view it.

• The chat icon on the screen can be moved if it blocks the export button.