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Discover How Propelio Can Elevate Your Business Operations

Hey there! Today, I’m excited to give you a quick rundown of how you can use Propelio for your business. Let’s dive right in and explore some of its standout features.

Adding and Managing Team Members

Setting up your team in Propelio is a breeze. Simply go to the settings, and you can add multiple team members for no extra cost. Here’s how to do it:

  1. Input Team Member Details:
    • Type in their email address.
    • Enter their first and last names.
    • Select their role.
  2. Create Custom Roles:
    • Customize what each role can access.
    • Assign roles as needed.

Once you send an invite, your team member will get an email to join. You can add as many team members as you need and disable them at any time.

Adding Leads and Managing Properties

Propelio’s lead and property management system is one of its key features.

Adding Leads

To add a lead, just type in the property address. For instance, entering a property on Hillcrest Drive in Rowlett, Texas, will instantly pull up public record data. Hit save, and now you’ve added a lead to your system.

Managing Leads

Once added, you can:

  • View Google Street View.
  • Assign Team Members.
  • Set Tasks and Reminders.
  • Add Attachments and Comments.

You can also run a Comparative Market Analysis (CMA) by clicking the green “Run CMA” button. This offers a map view with comp data based on property criteria.

Exploring Off-Market Lead Lists

Propelio provides access to off-market lead lists in various markets. Here’s how it works:

  1. Select Your Market: Choose areas like Dallas-Fort Worth.
  2. Choose Lead Types:
    • Appointments
    • Probates
    • Affidavit of Heirship
    • Pre-foreclosures
  3. Download Your Leads: Get all data in a spreadsheet format, ready for marketing.

These lists are updated daily and made available within 24 hours of being released from the county.

Setting Up Deal Alerts

Deal alerts help you find properties on the MLS at bargain prices. Here’s how:

  1. Create an Alert for a Market: Select regions like Dallas-Fort Worth.
  2. Define Property Stats: Input criteria like list price ranges.
  3. Find Deals: The system identifies properties under market value based on comps. You can now map out properties, review photos, and save potential deals as leads.

Building and Hosting Websites

Creating your own website with Propelio is super simple:

  1. Enter Site Details:
    • Site name
    • Company name
    • Phone number
    • Primary market
  2. Instant Setup: Your website will be ready in seconds, featuring your branding and contact info. Customize the site to show your services and capture lead data.

Summary

Propelio offers a comprehensive suite of tools designed to streamline and enhance your real estate business. From adding and managing team members to efficiently handling leads and properties, Propelio simplifies every step of the process. With access to off-market lead lists, customizable deal alerts, and the ability to create and host your own website, Propelio empowers you to take full control of your business operations and stay ahead in the competitive real estate market. 

Whether you’re a seasoned professional or just starting, Propelio provides the features you need to succeed.

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