Key point — Three fields drive your daily prioritization: Lead Score (1-10, likelihood of engagement), Distress Level (High/Medium/Low), and Deal Stage (pipeline position). Combine Lead Score 8-10 with High Distress to build your daily call list.
Lead Score (1-10)
Predicts engagement and conversion probability based on property characteristics (equity, distress, location), owner data (absentee status, ownership length, probate), and historical engagement patterns from similar leads.
Action: Prioritize daily follow-up with scores 8-10. Use filters to create targeted call lists.
Distress Level
| Level | Triggers |
|---|---|
| High | Pre-foreclosure, code violations, tax liens, probate, bankruptcy, vacancy + absentee |
| Medium | Single distress signal, moderate equity imbalance |
| Low | No active distress signals detected |
Deal Stage
| Stage | Description |
|---|---|
| New Lead | Entered the system, no contact made |
| Engaged | First contact made, property discussed |
| In Review | Seller interested, property being vetted |
| Under Contract | Contract sent or signed, in due diligence |
| Closed | Deal completed (win or loss recorded) |
| Dead | Lead disqualified or not viable |
Other Tracking Fields
| Campaign Status | Position in current fulfillment cycle |
| Last Contacted | Date of most recent interaction |
| SkipTrace Match % | Percent of successful contact info found |
| Fulfillment Type | Channel: Direct Mail, SMS, SkipTrace, etc. |
