The key highlights from the tenth of our ongoing monthly coaching calls:
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Using the OnDemand Effectively:
- Start with broad search criteria to avoid zero results.
- Use the Reset All button before getting counts to ensure no filters are unintentionally applied.
- Only individuals meeting credit standards will trigger alerts due to compliance requirements.
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Identifying Opportunities with OnDemand:
- Explore opportunities like cash-out refinancing, first-time homebuyers, and individuals with high revolving debt.
- Run counts to understand the potential in your database without any upfront cost.
- Generate lists to create opportunities, engage realtor partners, or offer specific programs like down payment assistance.
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Troubleshooting & Common Issues:
- Zero results could be due to overly narrow criteria or incorrect data entry.
- Previously delivered leads (within six months) won’t be re-pulled unless specifically requested.
- Large orders may cause errors; users are encouraged to report issues for support.
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Tool Features & Updates:
- The on-demand alert tool was launched in beta last year and is continually updated based on user feedback.
- New features, like filtering out homes already listed for sale, have been added.
- The tool provides insights similar to predictive alerts but with more data than inquiry alerts.
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Cost & CRM Integration:
- Pricing is typically $1.99 per on-demand alert, though it may vary based on company agreements.
- Most alerts integrate with CRMs, but users should check for specific compatibility.
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Support & Next Steps:
- Users are encouraged to experiment with the tool, as running counts is free.
- For issues or custom requests, users can contact support via provided emails.
- The tool aims to help users maximize opportunities in tough markets, even when rates are high.