Skip trace a record

How to verify and scrub record data

Invelo’s powerful skip tracing engine locates the most recent property owner's mailing addresses, phone numbers, and email addresses. This service also automatically:

• Provides mailing addresses as deliverable or undeliverable

• Specifies if the property is vacant

• Labels Do Not Call contacts as DNC if it is found on the state or federal DNC registry. (states excluded are MA, MS, MO, OK, TN, LA)

• Identifies phone numbers as a landline or mobile phone

You can skip trace a property address or specific contacts either individually or in bulk.

Skip trace a single record (Individual skip tracing)

When you run a skip trace for an individual record, you’ll receive the data instantly. You can skip trace an individual record one of two ways:

• By skip-tracing the property record

  

• By skip-tracing individual contacts within the record

  

Note:  If the record has never been skip-traced, you can click the purple banner.

In the Skip Trace modal for Individual records, you can customize the skip trace:

• The automatic and recommended selection is to find the most recent property owner. Invelo typically provides a primary contact and a golden star is beside this contact to signify same.

• If you select the "Skip trace the existing contacts", Invelo skip traces the existing primary contact. 

Skip tracing on the CRM main page

Go to the Properties tab select the checkbox next to a record and then click Skip Trace.

Skip tracing a primary contact

You can skip trace an individual, trust or corporate contact on a record by clicking the Skip Trace icon next to the contact. It will use the contact’s name and mailing address to skip trace the contact for additional mailing addresses, phone numbers, and emails. For contacts without a mailing address, the search will use the contact’s name and the property address.

Once an individual has been skip traced, their contact card will show skip traced as well as the date of the last skip trace.

Skip trace multiple records at once (Bulk skip tracing)

To skip trace records in bulk, select the checkbox for two or more records in your prospects, leads, or deals database and click Skip Trace.

You can select property records you'd like to be skipped traced by filtering your records. Select the properties you'd like to skip trace then click on Skip Trace button at the bottom left. Choose whether you would like to find the most recent property owner (recommended) or skip trace existing primary contact.

 

The automatic selection is to run a skip trace finding the most recent property owner on each record. If a record has no contacts, the search will automatically find new contacts.

In the menu, you can customize the skip trace:

• The automatic and recommended selection is to find the most recent property owner. Invelo typically provides a primary contact and a golden star is beside this contact to signify same.

• If you select the "Skip trace the existing contacts", Invelo skip traces the existing primary contact.

Once your skip tracing results are complete, you’ll receive a notification in your alerts.

Important: Your wallet balance must have a sufficient amount of funds before you can order skip tracing services.

How accurate is the skip traced data?

How much does skip tracing cost and what does it include?

Will skip tracing charge me if it only returns information I already had?