Reach out & follow up

How to call owners from your property list

Build a calling queue, choose the right number, and keep track of each conversation.

The outcome

Complete a controlled calling session with clear outcomes and next steps.

Before you start

  • Prepare a reviewed property shortlist and a short introduction.
  • Make sure your calling setup is ready and contact restrictions have been checked.

The workflow

Work through it

6 steps
  1. 01

    Select the properties you want to work

    In Property search, check the relevant properties and choose Add to dialer. Loading or opening a queue is preparation; it should not be treated as permission to start calls automatically.

    Select properties in search
  2. 02

    Prepare contact information

    Skip trace selected properties as needed or use the individual SkipTrace action in the dialer. Wait for the returned contacts to appear before deciding whom to call.

  3. 03

    Review the queue

    Open Dialer, confirm the intended properties are present, and remove entries that do not belong in this session. Queue removal is different from deleting a saved property.

    Open Dialer
  4. 04

    Choose a specific eligible number

    Review all traced numbers for the property and select the one you intend to call. Check its DNC indicator and previous call status; do not rely on the first number alone.

  5. 05

    Make the call and record the outcome

    Start the call deliberately. Use the available outcome and notes controls to record what happened, including wrong numbers or a requested follow-up. A green called indicator shows an attempt, not proof of a successful conversation.

  6. 06

    Review what was recorded

    Check the call history and the property’s outreach checklist activity. If a follow-up was agreed, record the next action and date before moving to another property.

Worked example

A small, deliberate call session

Load five reviewed properties, inspect each contact roster, and call only appropriate numbers. If an owner asks for a call next Tuesday, record that commitment rather than leaving the property with only a generic called status.