Getting started with Invelo's AutoPilot

Invelo's AutoPilot is designed to bring you more leads with less effort. Simply put in your desired property type and location, and Invelo will give you a list of highly motivated sellers based on over 10 seller motivation signals. AutoPilot also creates and launches a marketing campaign for you in minutes—without the guesswork and manual setup. 

Here's a quick overview of AutoPilot, with step-by-step instructions below: 

What do you need to get started with AutoPilot? 

All you need is an active Invelo subscription—Starter, Growth, or Professional—and a clear idea of where and what you buy. Just enter your farm area and select the property types you want to target, like single-family, multi-family, condos, mobile homes, or vacant land. That’s it. No spreadsheets. No complex setup. AutoPilot takes it from there.

How long does it take to run AutoPilot? 

Running AutoPilot is fast—really fast. It takes less than 5 minutes to build your motivated sellers list. From there, you’ll spend another 5–10 minutes picking a marketing campaign template, reviewing the details, and hitting approve.

In under 15 minutes, you’re done—and your campaign is on its way to generate leads. 

Step-by-step guide to AutoPilot 

AutoPilot is broken into 10 simple steps. Steps 1–5 walk you through building a highly targeted, motivated sellers list. 

Step 1: Select your property type

Choose the type of properties you want to target. You can select one or multiple from the following options:

• Single family residential

• Condos / Townhouses

• Multi-family (2–4 units)

• Multi-family (5+ units)

• Mobile homes

• Vacant land

AutoPilot will use this to build a list tailored to your buying criteria.

Step 2: Input your location 

Enter up to five locations using county, zip code, or city—whatever fits your goals best.

Once you enter your location details, AutoPilot will show you how many properties match your criteria:

• Fewer than 40,000 results?
  You’ve selected an area with fewer than 40,000 properties. Expanding your search could improve your deal flow—but if you're testing the market or targeting niche properties like multi-family or land, this size works just fine. We’ll still help you find the best opportunities.

• More than 40,000 results?
  Great choice! With over 40,000 properties, you’ve got a strong pool of prospects to work with. Next, we’ll narrow it down to target the homeowners most likely to sell.

Step 3: Refine your list

This is where AutoPilot gets smart. We combine multiple niche lists and analyze distress indicators to identify the most motivated sellers in your chosen area. The more indicators a property shows, the higher the chance they’re ready to sell.

Once we identify the top opportunities, you’ll use a slider scale to choose how many records you want to move forward with:

• Just getting started – For newer real estate pros with limited budget, time, or team size. These properties have the strongest motivation signals.

• Ready to scale – A balanced choice for active investors who want solid lead flow and ROI.

• Dominate my market – For pros with the team, capital, and systems to target every motivated seller on the list—even those with lighter distress indicators.

No matter what you choose, this is the final number of prospects that will move into your campaign.

You can optionally add filters to better match your buy box or investment strategy. Available AutoPilot filters include:

• Living area

• Year built

• Owner type (Individual, Trust, Corporate)

• Estimated equity %

• Assessed total value

If you don’t need to narrow your criteria, you can skip this part. 

Step 4: Build your list

Now it’s time to review and finalize everything you’ve set up so far. You’ll see a summary of your inputs including:

• Property types you’ve selected

• Target areas and locations

• Total properties in the area

• Properties with distress indicators

• Your refined list

At the bottom of this screen, you’ll see a final confirmation with:

• The tag applied to all records — always formatted as AutoPilot – MM/DD/YYYY
  • If you run more than one AutoPilot in the same day, the tag will update after the date with a .2, .3, .4 and so on. For example, if you ran a second AutoPilot, the tag would be: AutoPilot-MM/DD/YYYY.2
  • You can always update this tag in Data attributes under Tags

• The total records being imported (your refined list)

• Total cost for any enhancements

After you have reviewed this step, click Build list. 

Step 5: Complete AutoPilot OR Create marketing campaign 

Once you confirm, you’ll see a “Your audience list is being built” screen. AutoPilot analyzes every motivation indicator, compiles your list, and showcases a rotating carousel of sample properties from your results.

From here, you can click Done to finish AutoPilot with just your refined list built.

We recommend moving to the next step to build your marketing campaign. Marketing to your refined list is key to start generating leads!

You’re all set!

Your AutoPilot campaign is now underway. Invelo handles the heavy lifting by building your target list for you based on your selected criteria. Once your list is ready, you can review it and use it to create a marketing audience—whether that’s direct mail, SMS, or another outreach strategy. From there, stay on top of responses, follow up quickly, and keep your pipeline moving.

For more tips on maximizing results, check out:

• Getting started with marketing campaigns (for do it yourself marketing)
• Getting started with leads

• Understanding the Campaigns Marketing Calendar in Invelo