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Knowledge base
Getting Started
Onboarding
5
Your Onboarding Checklist
How to Schedule a Customer Success Call
Lead Delivery Timeline After Onboarding
Data Services: How Many Properties You Get Access To
Why Sharing Your Deal History Improves Lead Quality
Platform Basics
5
What Is 8020REI? — Product Overview
8020REI Platform Overview and FAQ
What Makes 8020REI Different
Key Performance Metrics for Real Estate Investors
How the Seat Model Works
Your Data
Scores & Ratings
3
Understanding Property Scores
Action Plans: Complete Guide
How to Find Your Highest Scoring Properties
Property Data
15
Data Delivery: What to Expect
How Often Is the Data Updated?
What Are Hidden Gems?
Phone Status Definitions
Property Status Overview
View all 15
Distress Signals
10
Downsizing – What It Means for Real Estate Investors
Absentee Owners
Divorce – Identifying Distress in Shared Property Sales
Estate – Properties Tied to Deceased Owners
Low Credit / Low-Income Owners – Understanding Financial Distress Indicators
View all 10
Glossary & Reference
6
8020REI Real Estate Dictionary
Lead Scoring and Tracking Fields Glossary
Contract-to-Close Ratio
General Performance Benchmarks
General Prospects Analysis Report
View all 6
Platform Guide
BuyBox
5
BuyBox: Complete Guide
What Is a Market Reverse BuyBox?
How to Filter Properties by BuyBox Criteria
Adding Records and BuyBoxes: Pricing Impact
Updating Your BuyBox: Timing and Process
Property Lists & Exports
11
How to Export Property Data from 8020REI
How to Export a Filtered List
Complete Guide to Filtering and Exporting Property Lists
How to Create an Export Configuration
What Is the Buyer's List?
View all 11
Imports & Integrations
12
CRM Integration & Data Sync Guide
How to Import Properties into Your Domain
How to Import Deals, Leads, DNCs, and More
How to Import Third-Party Vendor Data
How to Import Litigator Properties
View all 12
Feedback Loop
3
The Feedback Loop: How to Share Your Data
The Feedback Loop: Why It Matters
How to Use Action Plans for Automated Follow-Up
Marketing Channels
Direct Mail
3
Handling Direct Mail Valuation Errors
Direct Mail Best Practices for Real Estate Investors
Rapid Response
SMS & Messaging
8
SMS Best Practices
Targeted Messages: Complete Guide
How to Create a New SMS Template
SMS Disposition Scenarios
How to Choose the Right Name for Your SMS Messages
View all 8
Cold Calling
2
Cold Calling Best Practices
Real Estate Acquisitions: Script & Process Guide
Skip Trace
5
Skip Trace: Best Practices & Troubleshooting
How to Submit a Skip Trace Request
How to Manually Skiptrace Companies
AutoSkiptrace
How to Prepare Skip Trace Files for Import
Strategy & Optimization
ROI & Benchmarks
3
Cost Per Contract & Lead Benchmarks
How to Use Your Monthly Lists and Maximize ROI
One-Pager: Best Practices
Campaign Strategy
4
How to Improve Template Delivery Rates
Recommended Actions for Different Marketing Channels
How to Improve Your Data Every Month
Remove DNC Properties from Your List
Account & Billing
Subscription & Billing
4
8020REI Affiliate & Referral Program
Setting Up Payment Cards and Auto-Recharge
Billing & Payment FAQ
How to Submit Special Requests at 8020REI
Policies & SLAs
3
Our Service Commitments (SLAs)
Service Pause Policy
Service Cancellation Policy
Add-Ons & Partners
8020Scale
2
8020Scale – High-Volume Data Solution for Advanced Investors
Sticker Value
Direct DataMail
1
Direct DataMail - The Direct Mail done with you
Vendor Guides
7
Launch Control 101
How to Import Data to LaunchControl
How to Create a New Campaign in Launch Control
LaunchPro SMS Features
SmarterContact: Sign Up
View all 7
Troubleshooting
Account Issues
1
How to Reset Your Password
Data & Performance
2
Fixing Slow Performance and Loading Issues
Troubleshooting Call and Audio Issues
Help Desk Software
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