How to Prepare and Import Client Data
by: DemitriPublished on: 08/09/2026How to Prepare and Import Client Data make sure the data is usable and has expected data for automations.
Check Formulas before Data Import
by: DemitriPublished on: 08/09/2026To avoid errors in data be sure to check the formulas. It may look correct but that does not me4an it is correct. Watch the video
Use Remine to Find Phone Numbers and Email
by: DemitriPublished on: 02/09/2026An agent may provide us with a useful list of properties without including the owners’ telephone numbers or email addresses. When that happens, Remine can help us match the property records, identify available ownership information, and return additi