Welcome Series

What You Can Do in Invelo Right Away

Explore key features that drive results

Whether you’re brand new to Invelo or just getting back into your account, there are a few powerful features you can start using immediately to jumpstart your marketing and lead generation.

 

Below is a quick overview of where to begin and why each of these tools will help you gain traction fast.

 


AutoPilot

Let Invelo do the heavy lifting for you.

 

AutoPilot takes the guesswork out of marketing by automatically building your list, targeting motivated sellers, and launching your campaign all in a few clicks. Just choose your property type and location, and Invelo’s AI identifies high-potential leads using over 10 seller motivation signals. From there, AutoPilot handles the outreach so you can focus on closing deals, not setting up campaigns.

 

AutoPilot automatically finds motivated sellers, builds your marketing list, and launches campaigns — all based on your target area and property type. It’s the fastest way to start generating leads without manual setup.

 

Learn more about AutoPilot →


List Builder Presets & Indicators

Build your first list in just a few clicks.

 

Invelo’s List Builder allows you to pull property and owner data from across the U.S. using presets or indicators like absentee owners, high equity, or vacant properties to find motivated sellers in your market. It’s a quick and powerful way to build high-quality lead lists tailored to your investing strategy. 

 

Indicators: Real-Time Seller Motivation Signals
Invelo’s Indicators give you instant insight into which properties are most likely to sell. These dynamic tags flag signs of motivation—like vacancies or tax delinquencies—right in your List Builder. As data updates in real time, you’ll always know which leads are heating up, helping you focus on the highest-potential opportunities without the manual digging.

 

Presets and Indicators are perfect for beginners and experts alike — they take the guesswork out of finding motivated sellers and investment opportunities.

 

Explore List Builder Presets →

Explore List Builder Indicators →


Importing from List Builder

Turn your property lists into actionable leads.

 

Invelo’s List Builder helps you quickly generate highly targeted lists of motivated homeowners based on your chosen filters. Once you’ve pulled your records, simply import them into your Prospects database to start your outreach and marketing campaigns right away—turning fresh data into real opportunities.

 

Pulling lists in Invelo’s List Builder is your first step to finding quality leads. By setting filters like location, property type, equity, indicators, or any filter that matches your criteria, you can generate highly targeted lists of homeowners who match your investing goals.

 

A strong list means stronger marketing results—because the better your list, the better your chances of reaching property owners who are ready to take action. 

 

Importing your lists ensures you can immediately begin engaging with leads through skip tracing, marketing, or automated workflows. 

 

Learn how to import your lists →


Skip Tracing

Unlock owner contact details with skip tracing.

 

Skip tracing in Invelo helps you uncover accurate contact information—like phone numbers and emails—for property owners on your lists. This step is crucial for turning cold data into real conversations. With just a few clicks, you can skip trace your lists and start reaching motivated sellers directly through calls, texts, or mail campaigns—all within Invelo.

 

Skip tracing transforms raw property data into real outreach opportunities. It’s a critical first step in making contact and closing deals faster.

 

Learn about Skip Tracing →


Calling

Connect directly with your leads.

 

Calling in Invelo lets you take immediate action on your leads by reaching out to property owners directly from your prospect list. Once you’ve skip-traced your records, you can start making calls without leaving the platform—saving time and helping you engage faster.

 

This functionality is crucial because speed matters in real estate investing. Calling helps you build relationships, qualify leads in real time, and turn potential opportunities into closed deals before your competitors do.

 

Calling directly from your CRM keeps your outreach organized and helps you prioritize follow-ups with warm or connected leads.

 

Learn how to manage calls in Invelo →


Ready to Dive Deeper?

These tools are just the beginning! Once you’re comfortable, explore more advanced features like marketing campaigns, workflows, and analytics to take your investing operations to the next level.