Author name: Cesar Gonzalez

How to Filter Leads by Transfer Value for Efficient Property Prospecting

It would be helpful to have the ability to filter leads based on the “transfer value” when creating a list. For example, identifying properties where the owner paid $0 or a minimal amount (indicating inheritance or gifts) would save time and resources. This feature would allow users to focus on properties that were not recently

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When clicking on the “Back” button of a record we should get the search criteria we were using instead of all the records.

When I execute an advanced search and choose to edit a record in the result set, upon clicking the “Back” button, I would expect to return to the same list so I can work with another record in the list. Instead, it’s a random default search result. So I have to rerun the advanced search

When clicking on the “Back” button of a record we should get the search criteria we were using instead of all the records. Read More »