RealProspect™ Features:
List of
features available in RealProspect™.
Prospect Information:
Store prospect information
specific to Real Estate investing in a form designed
to organize this information efficiently.
- Property
Information - Store
information about the physical location and
condition of the prospect property
- Contact
Information - Store
contact information about the property owners
and Realtors for listed properties
- Financial
Information - Store
financial information about the prospect that
will help you determine your offer (last sale
amount & date, asking price, repair costs,
mortgage balances, etc.)
- Offers
submitted - Keep
track of all the offers that you presented to
the seller of a prospect property.
- Property
Comparables - Store
a list of the properties that you are using
to determine your full potential market value
for the property (ARV).
- Contact
History - Keep
a history of all the activities that you have
completed for a prospect.
- Contact
Next Actions -
Schedule future activities that you would like
to perform on a prospect (send letters, make
phone calls, meetings, etc.)
- Notes
- Enter
free form text notes about a prospect property.
Start each entry with a time stamp.
- Linked
Files - Link
any document format to a prospect record (Excel,
Word, PDF, HTML, etc).
- Custom
User Defined Fields - Create
up to 20 custom user defined fields to store
information specific to your business needs.
These fields can be searched on, and imported
into.
- Prospect
Detail Report - Print
a prospect detail report that includes all of
the information that you have captured about
the particular prospect. Only show the sections
that you want to view by setting the report
print options.
- Merge
Letter with Prospect Info -
Automatically merge and print a custom letter
template with the prospect information to generate
personalized letters.
- Add Prospect
to Categories -
Add prospects to categories to efficiently find
the prospects that you are looking for.
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Activity Manager
(Task List):
View,
print and edit scheduled activities from one easy
to use activities list manager.
- Scheduled
Activities by Day, Week, Month & Past Due
-
Displays a list of the scheduled activities
separated by actions due today, this week, this
month, or past due.
- Print
Activity Lists -
Print activity lists from the Activities screen
for today, this week, this month, or past due.
Also, you can print scheduled activities by
date range from the available reports.
- Mailing Campaign Activities List - Displays a list of all the campaign mailings that need to be completed, and provides simple steps to generate the mailings and advance the prospects to the next campaign step.
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Activity Notification Utility:
The notification utility will alery you when activities are past due, or if you have a campaign mailing that needs to be processed. This utility will run continuously in your Windows systray (bottom right corner of your computer screen by the clock) and notify you even if the RealProspect™ program is not open.
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Category
Manager:
Category
manager provides a screen to organize prospect
records and letter templates in an efficient way
to help you find what your looking for quickly.
- Create
& Manage Categories -
Add, remove and manage categories.
- Move,
Add & Delete Category Items -
Add, move, and delete prospect records or letter
templates from categories.
- Print
Letters & Labels for Category Prospects
- Merge
and print a letter template or print mailing
labels for all the prospects within a specific
category with the a few clicks of the mouse.
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Buyers List:
Keep track of a buyers list of people who are
looking for houses, then quickly put the deal
together when you find a house that suits their
needs.
- Buyer
Information - Store contact information
about the buyer.
- Requested
Property Info - Store the information
about the type of property that a buyer is looking
for, along with their buying time frame, how
much they have for a down payment, and any other
information that will help you determine what
house to put them in.
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Letter
Templates:
Merge and print prospect information with custom
letter templates to create personalized letters.
- Create
Templates - Design
custom letter templates by inserting placeholders
into the template to merge prospect data into
to create personalized letters.
- Merge
and Print Letters - Merge
prospect information onto a letter template
from a prospect form, a category list, or a
search results list to create one or more personalized
letters.
- Categorize
Letter Templates - Organize
your letter templates in categories with the
category manager along with the prospect types
that will receive your custom letters.
- Rich Text Letter Formatting - Rich text formatting is available for creating powerful custom letter templates. Formatting allows you to use unlimited font size, type, color and even allows you to insert images into your letters.
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Mailing Campaign Manager:
Automatically track your multi-letter mailing campaigns
- Define Mailing Steps - Create your mailing campaigns for a category and define each letter to send in the order that you would like to send them.
- Automatically Schedule Mailings - Once your mailing steps are defined for your mailing campaign, the campaign manager will automatically schedule the mailings in the order you setup for all the prospects that are in the selected category
- Merge and Print Campaign Mailings - When a mailing campaign is ready to be processed, you simply select the campaign action from the activities list, and click a button to merge and print all the letters for the prospects that are ready to be mailed to for the selected mailing campaign step. Then with a click of another button all the prospects are automatically scheduled for the next mailing campaign step.
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Advanced
Search:
Find prospect records using a dynamic search feature
to filter the database by virtually any information
that you have collected about them.
- Enter
Dynamic Search Criteria - Specify
multiple search criteria to drill down and find
the exact prospect records your looking for,
then generate a results list of those prospects.
- Print
Letters or Mailing Labels for Results - Automatically
merge and print a letter template, or print
mailing labels for all the prospect records
in the search result list.
- Print
Search Results Summary - Print a wide
line summary report for all the prospects in
the search results.
- Search
by Custom Defined Fields - Search
on any of the 20 available customizable user
defined fields.
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Import & Export:
Import prospect records from a comma separated
values (.csv) formatted file, and export your
all your prospect from RealProspect into a .csv
file.
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Reports:
Print wide line reports for prospects, activities
and buyers.
- All Prospects
Summary - Print a wide line report
of all the prospects in the database that are
either active, inactive, or both.
- All Prospects
Address Labels - Print
mailing labels for all the prospects in the
database that have an address provided for the
owners address.
- Prospects
by Marketing Source - Print
a wide line report of all prospects grouped
my marketing source to track which marketing
source is providing you with the most, and best
leads.
- Prospects
Last Updated by Date Range - Print
a wide line report of the date that the prospects
were last update by a date range to help keep
your database current.
- Contact
History by Date Range - Print
a wide line report of all your contact history
entries by date range.
- Contact
Next Actions by Date Range - Print
a wide line report of all your scheduled next
actions by date range.
- All Buyers
List Summary - Print
a wide line report of all your buyers in the
buyers list.
- All Buyers
List Address Labels - Print
mailing labels for all the buyers in the buyers
list that have an current address provided.
- Prospect
Details - Print
a detail report for all the information that
you have collected about a prospect. This report
is customizable to print only the sections that
you need to review.
- Search
Results Summary - Print
a wide line report of all the prospect records
returned by a search result.
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Shared
Network Installation:
Share the RealProspect™ database with multiple
computers in a home or office network. Only ONE
licensed copy is needed to share between computers
in a network. The RealProspect™ license if for
a single installation of the database. Sharing
the database with multiple computers only uses
one database, therefore only requires one license.
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