Getting Started

How often are off-market leads updated?
Off-market leads are updated daily, Monday - Friday.  Refer to the "Date Added" column to keep track of which leads have been added since yo...
Mon, Apr 8, 2019 at 2:13 PM
What are Probate and Heirship?
It is important to understand the difference between these three leads so you can market to them appropriately. Probate means a person has passed away and...
Wed, Apr 17, 2019 at 8:50 AM
What is Appointment of Substitute Trustee?
If a mortgage company is not local, they must appoint a local "substitute" trustee before they can send the Notice of Default and begin the forecl...
Tue, Nov 13, 2018 at 2:34 PM
Editing the Spreadsheets
In order to make any changes to an off-market leads spreadsheet, you first have to download it. Please follow the steps below: Open the spreadsheet G...
Wed, Apr 17, 2019 at 8:52 AM
How can I see only the off-market leads that have been added since the last time I looked at them?
You can filter the spreadsheet results so you can see only the new entries from the past day, or several days. 1.Download the spreadsheet to your comput...
Mon, Jul 23, 2018 at 2:37 PM
I don't have Excel. Can I use Google Sheets to filter my off-market leads?
If you don't have Microsoft Excel, you can open your spreadsheet in Sheets after you download it.  1. Go into your Google Drive and click on + New in ...
Mon, Jun 25, 2018 at 1:37 PM
Sending a mass mailing/direct mail
A mail merge can be done to  send the names and addresses from a spreadsheet directly to a Word document.  You can also print mailing labels directly from t...
Sat, Sep 29, 2018 at 10:32 AM
How to Filter or Sort data in Excel
If you want to filter data to see only those properties in a certain city or zip code, for example or sort data by equity, follow these steps: D...
Mon, Jun 25, 2018 at 1:38 PM
How to change the spreadsheets to a CSV file
If you wish to change any of the off-market lead spreadsheets to a CSV file: 1. Open the recent spreadsheet you wish to work with.  Make sure you are in...
Wed, Jul 4, 2018 at 11:00 AM