You can add or edit the list that a record appears in at any time—from the moment it is uploaded until the deal is closed. Lists help you identify and group common seller motivations or reasons why a record is listed in your database. Watch our training videos on how to build a proper prospects database here.

Recommended lists

Here are some common lists you can build. Lists with an * are highly recommended.

List name

Description

Source

Quality

Absentee *

A property owner who does not live at the address of their property (i.e., rental property

Invelo’s List Builder

Medium

Equity

A homeowner who has >50% equity in their property

Invelo’s List Builder

Low

Related party *

A non-arm’s length transaction which usually signifies a transfer of ownership within the family for estate planning purposes

Invelo’s List Builder

High

Senior *

A homeowner over the age of 65 who may be looking to downsize

Listsource

Low

Small houses *

A smaller property that has opportunity for redevelopment

Invelo’s List Builder

Medium

Trust *

A property that is held in a trust which may be a sign of a pending sale

Invelo’s List Builder

Medium

Code violation

Properties that have a building or town ordinance violation attached to them

Local Building Dept. via FOIA request

High

Deceased *

A property owner who has passed away

Invelo

High

Driving for Dollars (DFD) *

Properties that look distressed

Physically driving neighborhoods

High

Expansion *

A small property that is sitting on a lot that is 2x the size of the min. lot size of a conforming lot

Public records

High

Eviction

A property owner who has recently evicted a tenant from their property

Courthouse (online or in-person)

High

Fire house *

A property that has had a fire

Fire House via FOIA request

High

Probate/ Inheritance *

When a deceased homeowner passes away without a will, their assets have to go through probate in order for the representative to sell

Successorsdata.com

High

State liens

Individuals who owe state taxes

Search Google for “[State] Public Disclosure Tax Delinquents”

High

Tax delinquent / Liens *

Homeowners who are delinquent in paying their property taxes

Local Treasury Dept. via FOIA request

High

Vacant *

A property that does not have anyone living in it

Invelo

High

Zoning

An underutilized property based on the zoning of the lot (i.e., a duplex sitting on a lot zoned for 5+ units)

Public records

High

Create a list

You can create a new list using any of these methods:

  • Method 1: Add a list through system settings

  • Method 2: Import a set of lists

  • Method 3: Add a list to a record during import

  • Method 4: Add a list to an existing record via the record's detail page

Method 1: Add a list through system settings

  1. Click your profile icon in the top right, then click System Settings.

  2. Under the Lists tab, click Create List.

  3. Enter a name for the list, then select the list quality.

    Note: For more guidance on list quality, refer to the Recommended lists table above.

  4. Click Save.

Method 2: Import a set of lists

  1. Use the steps above in Method 1 to create Invelo lists for all the lists you're going to import.

  2. Before you upload your list, ensure that you have a column defining the list types that you want to associate with your records. To add multiple lists to a given record, use a comma to separate each list name. (i.e., "Absentee, Equity, Tax Lien")

  3. Complete the steps to Import a list of records until you reach the Field Mapping section.

  4. When you get to the Field Mapping step, select the Manual Mapping toggle.

  5. Locate your Lists field and select Lists from the dropdown list.

  6. Complete the import.

Method 3: Add a list to a new record during import

  1. Follow the steps to add or import a record. When you come to the Add to Lists section, enter a name for your new list and click Create New List.

  2. Select the list quality.
    Note: For more guidance on list quality, refer to the Recommended lists table above.

  3. Click Create List.

Method 4: Add a list to an existing record

  1. Click any record to open it, then click Add List.

  2. Enter a name for your new list and click Create New List.

  3. Select the list quality.
    Note: For more guidance on list quality, refer to the Recommended lists table above.

  4. Click Save.

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