Investor Client Lists

Stay top-of-mind with real estate investors by maintaining connections and sharing key updates.

Investors buy much more property than your average person. Why not make yourself their go-to lender?

Don't forget to stay on top of your past closed investment deals. Got an off-market listing? Use this list to easily find who your past clients are that could be interested & call away!

Call to check-in & show them that you are proactive. This will keep you top of mind for a while & help you stand out from competition.

Maybe you want to run a DSCR campaign or there's a guideline update you want to make everyone aware of. This is the easiest way to do that.

Two Ways That You Can Get Investor Lists

  • Done For You: Email [email protected]

    • Subject Line: Smart Lists

    • Body: Investor smart list (include any other lists you may need)

  • Do It Yourself (quickest): All you need to do is add filters & save them as a new list within the contacts tab

    • Click here to watch the video showing how to create filter and then save as a list. Below are the required filters for each Smart List

    • Filters:

      • EPO Date more than 1 day ago

        • AND

      • Loan funded more than 180 days ago

        • AND

      • Occupancy contains exactly "investment"