Turn your old contacts into new valuations
Got a database of past landlords and homeowners you've never had time to call, didn't engage with, or didn't win the instruction from? As well as new inbound leads, your AI virtual assistant can work through your whole database in the background, re-engaging your contacts and turning old leads into new business opportunities.
- 1Sign the Data Processing Agreement
We'll send you our Data Processing Agreement (DPA) to review and sign. It allows us to process and handle your data in line with the necessary privacy standards. It comes from SignNow, so if you can't see it in your inbox, check your spam or junk folder.
- 2Prepare your .csv file
Export your database as a .csv file with these columns:
- First name
- Last name
- Phone number
- Street
- Town
- Postcode
- 3Send it over securely
Once your DPA is approved, password-protect the file and email it to your account manager. Then send the password in a separate email, for security.
Please don't send your file until your DPA has been approved.