Real estate marketing ops capture post-settlement owner contact list

Marketing ops let post-settlement owner leads slip, so insurance offers get missed. Capture owner contact and transaction info into a central list so marketing can enroll eligible owners quickly.

Overview

Missed post-settlement contacts cost real estate marketing teams insurance conversions and campaign reach. Centralizing owner contacts and transaction info into a single outreach list reduces missed follow-ups and lets marketing ops enroll eligible owners faster.

Notable Features

Add post-settlement owners to list
Enrich contact records with transaction info
Alert marketing about newly eligible owners