Maximize Your Lead Conversion with Revaluate

Why This Feature Matters

Revaluate empowers you to focus on leads most likely to transact soon by:

• Scoring leads using public and private data, such as life events, search behavior, and spending patterns.
• Automatically updating lead profiles with their mover status.
• Enabling smarter, targeted automation based on lead scores.
• Increasing ROI by prioritizing high-probability leads.

Step-by-Step Instructions

Setting Up the Revaluate Integration

• Primary Manager Only: Click the gear icon, then select the Revaluate tile under Settings.

• Follow the setup wizard:

  • Review the integration overview and pricing

  • Watch the intro video

  • Accept the Terms and Conditions

   

• Choose how to opt in leads:

  • Opt In All Leads (Recommended)

  • Or, use search filters to select leads to opt in

   

• A Saved Search called “Revaluate” will be created on the Leads Dashboard

• Set user permissions:

  • Allow Managers and/or Agents to opt leads in/out

  • Permissions are managed separately

   

⚠️ It can take 24–48 hours for Revaluate to return scores after opting in.

Using the Revaluate Dashboard (PMs Only)

• Top Left Tile:

  • View % and number of leads opted in

  • Opt In All Leads button

  • Activity log of actions taken

   

• Top Right Tiles:

  • View counts for:

    • Very Likely Movers (80–100)

    • Engaged Movers (40–79)

    • Not Engaged Movers (0–39)

     

  • Click View Leads to filter the Lead Dashboard

   

• Bottom Left Tile:

  • Trend chart of lead count in each score category over time

   

• Bottom Right Tile:

  • Monthly billing summary

  • View up to 4 months, with option to View All

   

• Top Right of Dashboard:

  • Access Revaluate Settings

  • Use Status Toggle to turn integration off

   

Best Practices

• Use automation to follow up differently with Very Likely vs Not Engaged Movers

• Monitor score changes monthly to refine marketing campaigns

• Opt in all leads to get the most comprehensive insight

• Adjust lead routing to avoid issues when disabling the integration

Troubleshooting Common Issues

• Scores missing? May still be processing—allow 24–48 hours post opt-in

• Billing confusion? Check Dashboard for cost breakdown and activity logs

• Status not updating? Refresh the Lead Dashboard or check integration toggle

FAQs

• What are the score ranges?
  • Very Likely Movers: 80–100
  • Engaged Movers: 40–79
  • Not Engaged Movers: 0–39
• Can I opt individual leads in or out?
  • Yes, via Lead Detail or Lead Dashboard. Permissions vary by role.
• How is billing handled?
  • Charged in advance for leads opted in on the 1st of the month
  • In arrears charge added for additional opt-ins from the prior month
  • Charged in 1,000-lead blocks at $50 per 1K leads/month