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Set Up The Best CRM Dialer For Real Estate – Here’s How

Real estate market is king when it comes to stable long-term investment & wealth generation. Historically, it has proven to be a “cornerstone” of financial security for investors. I’ve been reading about this market since 2019, learning about various real estate opportunities & how one can best utilize them. Ofcourse as a beginner, I struggled with uncertainty; the thought of risking my life savings or taking a loan in order to invest in real estate daunted me badly, despite having extensively researched and analyze about the real estate market; what if I did find & invest in the ‘perfect’ distressed property out there with the hopes that it’ll sell fast, but things start going south from there. If I end up selling at a loss, or even worse, fall into debt for having to hold onto the property for too long, how would I ever recover from that?

Later, I learned that you could “wholesale” real estate—a way to make a significant profit by simply acting as a middleman, transferring contracts between sellers and buyers. While it does require a lot of effort and possibly some investment in software tools, it doesn’t put you in a life-or-death situation with your money, which was a huge relief for me. Seeing the potential behind this business model, I took action with confidence. I quickly shifted my focus and grew passionate about learning everything I could about wholesaling. It’s a no-brainer that in this market, whether you’re flipping or investing, your goal should be to find motivated sellers. By “motivated,” I mean sellers who need to sell their property at a discount—it may be due to an urgent need for cash or that they want the burden off their shoulders of that specific property’s maintenance. With the market growing more competitive in recent years, the challenge, however, is finding these motivated sellers. It has become more difficult because these great deals I’m talking about here make up only 5% of all transactions that take place every month in any given marketplace.

Cold calling remains one of the most effective marketing outreach strategies. It allows you to connect with homeowners on a human level in a way that SMS texts or cold emails simply can’t. People often crave that human interaction, and as long as you’re resilient enough to handle hearing “no” a thousand times over, you’ll find success. Cold callers know the drill—this role is all about facing rejections. These challenges come with the territory, so you need to be prepared for them. Most homeowners will shut you down almost immediately, but remember, the more no’s you receive, the quicker you’ll sift through the 95% of sellers who aren’t in a rush to sell. By making more calls, you get closer to the 5% of genuinely motivated sellers. It’s just a numbers game—trust the process and focus on reaching as many people as efficiently as possible. This is where the crucial step of setting up an effective and cost-efficient system comes in—a system you’ll use to reach leads and find potential deals.

The More Offers You Make
The More Deals You’ll Do
The More Money You’ll Earn.

Jerry Norton – Real Estate Expert

First things first, you’ll need skip tracing—this is often the most expensive part of running your real estate business on a daily basis. It’s easy to spend thousands of dollars on lead generation alone. That’s why, when skip tracing leads for your chosen real estate market, it’s crucial to avoid wasting money on low-quality bad leads. I say the key is to choose the right platform for this, I personally always turn to Kind Skiptracing—and you should too. The reason is simple…

NOTE: What is Skip Tracing? In real estate, skip tracing typically means gathering updated contact information for homeowners or property owners in your target market.

Kind Skiptracing

Firstly, Kind Skiptracing is the fastest and most affordable option out there. You can fact-check this yourself and let me know if you find otherwise, but in my experience, no other platform delivers a skip-traced list of leads faster than Kind Skiptracing. I’ve compared it against top software tools and its closest competitors. Kind Skiptracing consistently provides the highest quality skip tracing with over 85% accuracya solid standard in the industry.

This is what a skip traced list of real estate leads look like organized in an excel sheet

When it comes to pricing, Kind Skiptracing offers a rate that is three times cheaper than the industry average. We’re talking about a huge difference: Kind Skiptracing charges just $0.03 per skip trace, compared to the industry standard of $0.15 per skip trace. They offer flexible pricing with three categories, choose the option that best fits your budget. The overall process is straightforward and convenient.

Moreover, I’ve utilized Kind Skiptracing multiple times to connect with hard-to-reach owners of off-market properties. I love the AI feature called ‘Kind AI’, used to target-specific criteria such as new absentees, vacant properties, pre-foreclosures, auctions, inherited/divorce properties, etc.

Once you have your list ready, start dialing right away! Some might disagree, but I say don’t delay—think of it like a freshly baked pizza straight out of the oven. It’s blazing hot, and you want to enjoy it while the cheese is perfectly melted. The longer you wait, the greater the chance that someone else has already reached those leads, making them less fresh.

For a CRM Dialer, head over to BatchDialer.com & choose between their 2 plans: Basic & Advanced

BatchDialer – A Straight Arrow In The Industry

BatchDialer is one incredibly effective dialer. It has a 4.9 rating on Trustpilot. I think it’s probably the only dialer that Forbes forgot to write about or is yet working on it. It’s so good, I had a client purchase BatchDialer’s advanced plan back in 2019 for a real estate wholesaling campaign & they still haven’t switched to any other CRM dialer! Frequently using BatchDialer for real estate & other campaigns like solar, insurance, warranty, and roofing. Over these years I’ve tested many CRM dialers so I understand why my client never made the switch. It’s simply because of how reliable BatchDialer’s software is.

BatchDialer’s user interface – live calling with 3-liners

Basically, it’s a cloud-based platform that offers all four dialing modes: progressive, predictive, preview, and auto-dialing. Small businesses love BatchDialer — It comes with an integrated CRM for call management with its advanced features, including real-time analytics, smart local presence, FTC & DNC compliance, SMS & email integration, IVR, & more. But me personally recommending it over so many other great CRM Dialers is because of two things that stand out to me. Firstly, the connection rate is significantly higher, thanks to their heavily engineered software infrastructure & their phone number reputation monitoring — no way your caller ID is showing up as “spam likely.” Secondly, loved their dedication towards user-friendliness of BatchDialer. The simplicity is outstanding. The system’s user interface makes setting up campaigns and using the tools/features easy & convenient. BatchService has dedicated hundreds of tutorials and informative videos specifically for its users, with Landree Morby the BatchService Community Manager, demonstrating everything in detail to help you get a head-start in achieving success!

BatchDialer has the best FTC & TCPA compliance

You get unlimited calling with up to 5 lines, though I recommend using a maximum of 3 lines at a time. BatchDialer provides 60 phone numbers that automatically rotate so that your number doesn’t get a ‘spam’ tag by carrier companies. Just in case, even if one of your numbers does get manually marked—say, by an AT&T staff member— BatchDialer offers unlimited “auto replacements.” If you wish to buy additional phone numbers, it’s just a dollar each. More features & overviews:-

  • Smart Local Presence: enable this feature to match the area code same as your lead’s/receiver’s physical location every time
  • Rapid Fire Dialing: reduce wait times/downtime for agents (simultaneously fires the next outbound call as soon as the current call ends)
  • Customize your dashboard layout as you want
  • Personalized onboarding & trainings provided for your team
  • Admin/manager has access to Live Floor Monitoring over agents & Call Barge-in
  • Call Recording, Transfer, Queuing & Campaign Specific Caller Id

Once you’ve reached out to potential leads & found a great deal for yourself, it’s high time you analyze the deal without further ado! You definitely don’t want someone else making an offer & securing their contract with your seller before you do. So this is where ‘running comps’ come in. Free platforms such as Zillow or Redfin are great for comping but I’d rather use this paid platform BatchLeads for a many good reasons.

BatchLeads – A Wholesale Driven Software Tool

BatchLeads & PropStream: side by side, they are currently considered as the only two effective real estate data providers & software tools. These two stand ‘faaar’ from their competitors. So what exactly is the difference & why do I recommend BatchLeads?

With BatchLeads, Simplify Property Evaluation, Improve Marketing Effectiveness & Accelerate Business Growth.

Software Suggest awarded

BatchLeads is more of a wholesale driven, wholesale specific software program. It’s ideal for those who are into massive cold calling. I say this because it was founded, built & operated by wholesalers, & obviously the best outreach or marketing method for wholesalers till today is via cold calling. In this real estate industry, you can’t even compare BatchLeads & Propstream with the rest of the other Software tools, not even close. This is because of the vast difference in what is offered to users in terms of functionalities & data reliability. Compared to the other rest of the competitors, these 2 software tools are next-level with their robustness with built-in features.

BatchLeads is best known for it’s lead generation & management functionalities. They designed this platform specifically for real estate investors, wholesalers & agents to efficiently find, compare & manage potential property deals with with key features including:-

  • Property Search across the U.S. with specific filters (absentee owners, vacant properties, pre-foreclosures, and more)
  • Skip Tracing. Take advantage of their monthly leads (10K/30K with basic/plus plan)
  • use the 7 day free trial to try out their features
  • use the annual plan to get a discount 10%
  • MLS Data access, better with on-market listings
  • List Stacking (useful for identifying the most motivated sellers)
  • Direct Mail/SMS Campaign. Directly send mail/SMS to targeted lists from the platform
  • Integration with other tools & software programs

Why BatchLeads over PropStream

After rigorous testing, it’s a no-brainer that BatchLeads has the best integration with BatchDialer, coming from the same developer team, of their mother company BatchService, & as expected, the software interface is super user-friendly. As I mentioned earlier, their team always ensures that the user interface is made simple & most convenient for use. This is why I say you cannot not understand how to use the vast array of functions since their software’s are so self-explanatory.

BatchLeads data is slightly more accurate than PropStream

One thing BatchLeads definitely has an edge over it’s two close competitors has to be their top-notch personalized Customer Support. Although, I rarely inquire about anything with the customer support team, ‘Hats off’ to them for being always readily responsive; usually within a few minutes, whether it’s via email, phone or their in-app chat support. Now if you get the subscription, be sure to also engage with the BatchService community as you’ll have access to it, as well as their social groups. Then, there are the monthly webinars which I think is very useful for beginners. The point of providing all these resources is for you to learn & stay updated so you quickly become an expert yourself, just like their community professionals.