SimplyNoted is a platform that lets real estate and home services companies send high-quality handwritten direct mail letters to their prospects, clients, and customers. If you are looking for a platform that

SimplyNoted Integrates with PropertyRadar

Written by:
Michael Pilolla
Written on:
January 14, 2021

What is SimplyNoted?

SimplyNoted is a platform that lets real estate and home services companies send high-quality handwritten direct mail letters to their prospects, clients, and customers. If you are looking for a platform that allows you to provide a more personalized experience for your prospects, SimplyNoted is a popular way to do that.

With SimplyNoted, you can send a single, unique letter to a prospect, or produce thousands of them to send in a massive direct mail campaign while still showcasing a personal touch.

SimplyNoted integration with PropertyRadar

Personalized, handwritten direct mail often outperforms printed mailers, making it a popular service among real estate and home services professionals.

However, as with many productivity and personalization platforms, it doesn't come preloaded with leads. You have to feed SimplyNoted with leads.

That's 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 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 SimplyNoted.

And that’s just the beginning. With the PropertyRadar and SimplyNoted integration, you’re taking SimplyNoted to the next level.

Benefits of Integrating PropertyRadar with SimplyNoted

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 Too often the data used to build their lists is outdated and inaccurate, which ends up wasting your time, money, and hurting your productivity.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 buy additional mailing lists from 3rd parties, you often have to pay more for each additional list if you want to stack data for better segmentation.

With PropertyRadar, you’ll find no such restrictions. PropertyRadar’s data is clean, refined, enhanced, easy to use, and actionable. And you can build as many lists as you need.

Build Unlimited Segmented Marketing Lists To Feed SimplyNoted 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 SimplyNoted. And with 200+ criteria and millions of properties & property owners to build lists from, well, you do the math.

With so much data at your fingertips, it's easy to get a little overwhelmed at first. Many people aren't sure where to start. That's why we created Quick Lists.

Quick Lists are pre-built mailing lists with specific criteria already built in. So, getting started is easy. For example, out of the gate, you can immediately generate geo-targeted lists that are perfect for:

  • 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:

PropertyRadar comes with Quick Lists for the SimplyNoted integration

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, and desires. 

That’s why with each list you create, you get deep insights into the list profile. You’ll better understand the commonalities of a list for both the property and property owners. Simply click Insights on your list:

SimplyNoted Integration with PropertyRadar comes with lead list insights

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.

Within Owner Insights, you get a snapshot overview of your list as well as a visual representation of the following owner details:

  • Snapshot (overview) of Property Owners making up the list
  • Owner Type
  • Gender
  • Age
  • Education Level
  • Marital Status
  • Ethnicity
  • Interests
  • More
SimplyNoted integration with PropertyRadar provides deep insights into property owners

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
  • More
SimplyNoted integration with PropertyRadar provides deep insights into properties

Between the criteria you select to build your lists and the deep insights you get for every list you’ll have more information and data about your audience that you could never find using 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 SimplyNoted with High-Quality Leads

Imagine logging into SimplyNoted and seeing new, high-quality leads waiting for you to reach out. Seem like a dream? It’s not. Integrate PropertyRadar with SimplyNoted, and that’s exactly what you'll get.

PropertyRadar’s dynamic mailing lists update themselves with new leads when prospects match the criteria you set for them.

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.

PropertyRadar integrates with SimplyNoted to autofill SimplyNoted with new leads

SimplyNoted Integration with PropertyRadar Use Cases

Use Case #1: Real Estate Agents

With the PropertyRadar and SimplyNoted 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.

Some examples of different criteria that you can use to identify leads in your target market include:

  • Specific geographic areas (down to individual neighborhoods or streets)
  • Recently listed properties
  • Recently sold properties
  • Absentee owners
  • Cash buyers
  • more

Choose your location by city, zip code, or use the polygon tool to draw a custom perimeter (as seen below) around the neighborhood or market you want to target.

SimplyNoted integrations with PropertyRadar for real estate agents

Use Case #2: Mortgage Brokers

Using PropertyRadar, mortgage brokers can target property owners who are most likely ready to refinance, eliminate PMI, need cash out, want a reverse mortgage, borrow for investments, and much more. 

Some criteria a mortgage broker might want to include are:

  • Owner equity information
  • Open loans
  • Borrowing history
  • Loan details
  • Co-owners
  • Length of ownership
SimplyNoted integration with PropertyRadar for Mortgage Brokers

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
  • More

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.

SimplyNoted integration with PropertyRadar for home services business like HVAC companies

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 SimplyNoted with PropertyRadar using Zapier

Setting up the integration between SimplyNoted and PropertyRadar is simple. You set up the integration using Zapier, which is a third-party integration tool that helps you connect different platforms with 'zaps.' With Zapier, all you’ll need to do is ensure that the correct data is being shared between the two platforms so that new leads can be automatically loaded into SimplyNoted.

But one important thing to note is that the integration that you create is not permanent. It can be changed whenever you want. You may find new ways of sharing data or want to set up new processes. That can easily be achieved through Zapier.

But before you start building your integration, we strongly recommend that you map out your marketing automation workflow first. Know how your data will be used once it is shared between the two platforms and how that information will need to flow to ensure that you are making the most of the integration.

Here is an example of a workflow chart that you could put together to help you visualize how data will move between SimplyNoted and PropertyRadar.

PropertyRadar and SimplyNoted integration workflow for marketing automation

Creating a visualization can help to make the integration easier to set up. You can see the relationships between PropertyRadar, SimplyNoted, and the data. Then, when you launch the integration in Zapier, you’ll know where each piece of data should flow.

For video tutorials and more detailed instructions about how to automate marketing using Zapier integrations with PropertyRadar, visit this article here.

With the integration in place, you will save hundreds of hours every year on prospecting and lead gen. That is full weeks of your time that you are getting back to focus on other aspects of your business! The hardest parts of the process can be automated.

Conclusion

SimplyNoted is a powerful call automation and CRM platform for real estate professionals and mortgage brokers. When combined with PropertyRadar, you can ensure that your team has a constant flow of new leads added to their SimplyNoted integration each and every day. They’ll never have to handle prospecting on their own again!

Ready to take SimplyNoted to the next level? Click here to start your free trial with PropertyRadar today.

Written by:
Michael Pilolla
Written on:
January 14, 2021