Revaluate Integration

 

Why This Feature Matters

 

 

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

 

• Scoring leads using public/private data (e.g., life events, search, spending)

• Automatically updating lead profiles with mover status

• Allowing smarter, more targeted automation based on score

• Increasing ROI by prioritizing high-probability leads

 

 

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Step-by-Step Instructions

 

 

 

Setting Up the Revaluate Integration

 

 

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

2. Follow the setup wizard:

    

   • Review the integration overview and pricing

   • Watch the intro video

   • Accept the Terms and Conditions

    

3. Choose how to opt in leads:

    

   • Opt In All Leads (Recommended)

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

    

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

5. 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

   

 

 

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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

 

 

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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

 

 

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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