Revaluate Tips and Tricks

This page is your Revaluate Resource for Tips and Tricks to growing your business, capturing more listings, and becoming more efficient with your resources.
Check out the Revaluate Blog! Popular topics include ask the expert interviews, real estate industry news, best practice tips, farming, and the Revaluate white paper.

Thank you for your purchase and welcome to Revaluate!

Whether you purchased Reveal, RealStat, Repair, or Reside, we are excited to help you grow your business.

The Very Likely Mover Playbook is filled with scripts, ideas, and suggestions for using your move scores.

The Coaching Lab is packed with ways to help you leverage your Revaluate account and be successful in real estate.

My account is active, now what?

Use your Revaluate score to guide your workflows. If you do not have a process in place, now is the time to develop one! You should first prioritize your very likely movers.

Tips we DO recommend:
  1. Nurture and build strategic workflows around your contacts but first focus on your very likely movers. We know your contacts will make a move because of life events. With proper nurturing, they’ll have your name front of mind when those events happen. If you are not following up with your contacts, someone else is!
  2. Make sure your messaging demonstrates value. However, content does not have to be complicated or expensive. Sometimes content and messaging is a roadblock, check out one of our partners below like, Happy Grasshopper.
  3. Shift your mindset from sales to fact finding and service. Focus on finding the need, motivation, or life event of your potential movers.
Tips we do NOT recommend:
  1. We have found significantly poor results when contacting leads using the following: “My artificial intelligence indicated your score increased above an 80 – so I'm calling you” Please, do not do this. You will not have success.
  2. “Hey, are you moving?” Please, do not call your brand new Reside, very likely movers, and ask them this. The first step with Reside contacts (or any farm) is brand recognition.
  3. Having too much focus around very likely movers and ignoring not engaged movers. To keep your pipeline full and have the highest ROI you should build workflows around all categories of movers.
Best Practice Tip: Automation is a crucial step to maximize your efficiency. Check out this coaching lab session with our partner Jeff Moore of Osirs.

Managing Suspicious Contacts

We segment any agents, lenders, or other vendors with fake email addresses (e.g., [email protected]) into a "Suspicious Contacts" list.

We recommend reviewing these contacts to ensure we didn’t remove anyone you want to monitor. Otherwise, you can leave the contacts in the suspicious list and use it as a silo—they do not count toward your contact total.

If you want to monitor someone from the Suspicious list:

  1. Click the box beside their name.
  2. Additional options will appear at the top of the list.
  3. Click "Approve Selected" to move them back to your monitored contacts.
  4. A pop-up will appear asking “Are you sure you want to approve these contacts?” Select OK
  5. Review and confirm the contact has been updated.

If you want to flag a contact as suspicious:

  1. Locate the contact you wish to flag as suspicious from your contacts page.
  2. Click the box beside their name.
  3. Additional options will appear at the top of the list.
  4. Select Flag as suspicious.
  5. A pop-up will appear asking “Are you sure you want to flag all these contacts?” Select OK
  6. Review and confirm the contact has been updated.

Revaluate Coaching Lab

Our Lab brings together highly regarded real estate industry coaches that understand how best to leverage Revaluate data to generate real estate listing leads. Our coaches specialize in different subsets. Learn about systems, scripts and solutions for maximizing your efficiency. Check out the quick video below and sign up for our FREE coaching sessions.

From the blog

3 Tips to Find Real Estate Sellers

With all the noise and all the change in our industry it would help to focus on what really matters. Realtors need help finding sellers in these market conditions. That’s why we are pleased...

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Tips to Make More Money From Your Real Estate Database

We held a Revaluate Coaching Lab webinar to find tips to make more money from your real estate database. The goal was to help real estate agents work their database more efficiently. It was...

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The BEST vs WORST Time to Buy a Home

When is the Best vs Worst time to buy a home? The 10 year host of The Late Show with Seth Meyers dipped his feet into the Real Estate neighborhood pool this week. The...

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Integration is the essential way to maximize efficiency.

We integrate with several existing platforms and are consistently pursuing others.

FollowUpBoss, Lofty, Firepoint, Moxiworks, Salesforce, Office365, Googleimports

For further integration details: visit here.


Having the data is only as useful as the strategy used to implement it. Many of your peers have success while utilizing these platforms alongside Revaluate. There is not a one size fits all plan or solution.

Technology is always advancing and new tools are always popping up. We love to hear from our customers how you're using Revaluate! If you have found a new tool please let us know, [email protected].

Tip: Set a marketing budget and focus on how and what tools you will use. Do not focus on the tools you can’t afford. As you grow, there will always be more systems you can use to automate.
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