Thought Leadership | Mortgage | How To & Education
What is LionDesk?
LionDesk is a comprehensive, integrated marketing CRM and automation suite. It's designed to help professional teams communicate effectively, stay organized, and close more deals.
LionDesk is especially popular with real estate professionals as it has a robust set of features, including a customer relationship management system, transaction management, lead generation, power dialer, and a variety of excellent integrations —including PropertyRadar.
LionDesk lets you better track your interactions with prospects and customers, putting you in a position to continually build relationships with high-value prospects.
However, as with many CRM and productivity platforms, LionDesk doesn’t come preloaded with leads, let alone high-value prospects. You have to feed it with your own leads.
This is where PropertyRadar comes in.
Containing data for millions of properties and property owners, all your future customers are waiting for you in PropertyRadar. With an industry-leading 200+ filtering criteria, building and segmenting an unlimited number of mailing lists of your primary, secondary, and even tertiary customer profiles is easy. Now it’s just a matter of importing your high-quality leads from PropertyRadar into LionDesk.
And that’s just the beginning. Let's take a look at some of the benefits of the new PropertyRadar and LionDesk integration.
Benefits of Integrating PropertyRadar with LionDesk
Mailing lists, aka marketing lists, are the lifeblood of your marketing campaigns.
But buying mailing lists from 3rd parties frequently leads to frustration and disappointment. Too often the data used to build their lists is outdated and inaccurate, which ends up wasting your time, money, and hurting your productivity.
Moreover, when you want to stack your lists for better segmentation and targeting you have to pay for each additional list.
With PropertyRadar, you’ll find no such restrictions - you can build as many lists as you want and need.
Even better, PropertyRadar’s data is clean, refined, enhanced, and above all else...actionable.
Build Unlimited Segmented Marketing Lists To Feed LionDesk New Leads
You surely have more than one ideal customer profile. With PropertyRadar, you can build as many lists as you need to represent all your ideal customer profiles and feed them directly into LionDesk. And with 200+ criteria and millions of properties & property owners to build hyper-responsive lead lists from, the possibilities are practically endless.
With so much data at your fingertips, it's easy to get a little overwhelmed at first. That's why we created Quick Lists.
Quick Lists are pre-built mailing lists with specific criteria already built in. It makes getting started easy.
With Quick Lists created to target numerous specific audiences, there are a number lists custom made for the real estate and home services professionals:
- Real Estate Investors
- Real Estate Agents (Realtors®)
- Home Services Businesses
- Mortgage Professionals
Here are some of the Quick Lists to help you get started if you’re in one of the 4 industries above:
Mailing Lists with Comprehensive Insights
Connecting with prospects on your mailing list is where the rubber meets the road. In order to craft compelling messaging that grabs your prospect's attention, you need to understand their wants, needs, pains and desires.
That’s why with each list you create, you get deep insights into each list's profile. You’ll better understand the commonalities of a list for both the property and property owners.
Simply click 'Insights' on your list to learn more:
After you click Insights, you’ll see obvious and not-so-obvious insights and details about properties and property owners that you simply can’t get anywhere else:
- Snapshot (overview) of Property Owners making up the list
- Owner Type
- Education Level
- Marital Status
Within Property Insights, you get a snapshot overview of your list as well as a visual representation of the following property details:
- Snapshot (overview) of Properties making up the list
- Property type
- Owner occupied
- Transaction volume per month
- Estimated equity
- Assessed value
- Estimated tax rate
Between the criteria you select to build your lists and the deep insights you get for every list you create, you’ll have information and data about your audience that you can't get from the industry’s typical ‘flat-file’ approach.
With this new powerful data at the ready, writing tailored cold calling scripts, craft compelling marketing messaging for mailers, and designing eye-catching personalized creative assets will be easier than ever.
Autofill LionDesk with High-Quality Leads
PropertyRadar’s dynamic mailing lists update themselves with new leads when prospects match the criteria you set for them.
Imagine logging into LionDesk and seeing new, high-quality leads waiting for you to connect. Seem like a dream? It’s not. Integrate PropertyRadar with LionDesk, and that’s exactly what you'll get.
Better yet, when a mailing list is updated, you can set alerts so that you get notified by a push notification and/or email when new opportunities become available. You can even automate actions against those opportunities, like having a welcome mailer immediately sent to the new lead introducing your business and services.
No one else in the industry offers anything close to this capability.
LionDesk Integration with PropertyRadar Use Cases
Use Case #1: Real Estate Agents
With the PropertyRadar and LionDesk integration, real estate agents can find motivated sellers to meet their short-term revenue goals while also learning more about their audience to meet their long-term, real estate farming goals.
In the example below, we combined two Quick Lists, Free and Clear Owners, with Absentee Owners, and then added the additional criteria, 'Demographic - Age = 50+y/o.' This returned a result of 9,996 properties with owners who fit a specific target audience for real estate agents.
Use Case #2: Real Estate Investors
Using PropertyRadar, real estate investors can mix and match criteria to find the perfect opportunities for deals. Layering property criteria with mortgage and equity criteria and adding additional insights about property status, like whether it's vacant, where the owner lives, how old the owner is, and more.
Building lists of the most motivated of motivated sellers helps keep investor's pipelines full of new, hot opportunities.
For example, in the image below, I used the following criteria that many investors would use to find motivated sellers:
- Location: Sacramento, CA
- Vacant Property? - YES
- Owner Lives In Same State? - NO
This simple yet powerful criteria returns 105 vacant properties with an owner that lives out of state. Think they might be motivated to sell? More than most, I'd reckon.
Use Case #3: Home Services
For high-ticket home services business like solar or roofing, your ability to zero in on your target market defines your ability to grow.
There are certain traits that make some homes a better prospect than others when it comes to home services. For instance, a recently purchased home might be a good leading indicator of someone in need of your services. Prospects in higher income areas may provide larger opportunities. Or perhaps, homeowners with lots of equity may be more likely to invest in home updates or upgrades.
Examples of criteria a home services business might include are:
- New homeowner (purchased in last 30 days)
- 50%+ equity
- 2,500+ square feet
- No HVAC system
- Includes pool
- Large lot
If your business is HVAC, you’re targeting homeowners of properties without HVAC systems. First step is identifying homes without HVAC systems. In this case, we’ll navigate to Criteria> Property > Characteristics and select HVAC where we can then select ‘Yes’ or ‘No’ to whether a property has a heating, ventilation, or air conditioning system.
Using the ZIP code of95035 for Milpitas, CA, we discover 1,997 homes in this ZIP code that do not have an HVAC system and might be receptive to installing one. Add additional criteria like 40% or more equity and now your chances of selling your services just improved.
Conversely, you can identify homes that do have HVAC systems and would likely be open to your maintenance and repair services. The possibilities are endless.
How to Integrate LionDesk with PropertyRadar using Zapier
Setting up the integration between LionDesk and PropertyRadar is simple. You set up the integration using Zapier, a third-party integration tool that lets you connect different platforms with 'zaps.'
In this case, you'll set up your zap to feed new leads from PropertyRadar to LionDesk. And don't worry, the integrations you create are not permanent. You can break, adjust, and make new zaps to improve and optimize your marketing automation workflow. Speaking of workflow.
Before you start setting up zaps and building out your integrations, I strongly recommend that you map out your marketing automation workflow first.
Here is an example of a workflow chart that you can put together to help you visualize how data will move between from PropertyRadar to LionDesk and the events to be triggered.
Creating a visual representation like the one above will make the integration easier to set up. You see the relationships between PropertyRadar, LionDesk, and the triggers and actions that need to occur based on those relationships. When you launch the integration, you’ll know precisely how and where the data is flowing.
With integrations in place, you'll save hundreds of hours a year from not having to do tedious manual marketing activities - it's set-it-and-forget-it prospecting and marketing. The hours you save can now be focused on more important things - like closing deals.
For video tutorials and more detailed instructions about how to automate your marketing using Zapier integrations with PropertyRadar, visit this article here.
LionDesk is a powerful direct mail platform for real estate and home services professionals. When LionDesk is integrated with PropertyRadar, you can ensure that your team has a constant flow of new leads every day. And who doesn't want more, high-quality leads automatically delivered to them on a daily basis, right?
Ready to take LionDesk to the next level? Want to see what PropertyRadar can do for you? Click here to start your free trial with PropertyRadar today.