Invelo Ideas

Add a new view for Contact Management. This view will allow you to manage contacts and view their details, indicators, and properties they own. In the future, we can have sellers, buyers, contractors, attorneys, etc. This will help organize contacts outside of the property records.

Add the ability to upload files to a property record.

Add the ability to go to the next or previous record while in properties instead of clicking back to the list and into a record every time. This will make it easier to go through prospects.

Instead of having separate contacts for individuals and corporations, you can have contacts with the contact name and the company they are associated with. This will improve skip tracing by allowing you to understand the relationships between companies and company owners/contacts.

Upgrade contact filters to search through all phones, addresses, and emails, not just the primary contact info. Also, expand the type of filters to allow for more in-depth searching.

Ability to manually log a call or SMS for a particular property record or contact.

Have the ability to quickly search properties and contact database to find records without having to go to the properties page every time.

Increase the accuracy for companies and trusts. Increase the accuracy of property owners. Add additional fields:AgeDeceased flagBankruptcy flagForeclosures flagJudgements flagLiens flagPhone number connected flagLast seen date for phones & addressesEmail verification

Update the My Dashboard view to provide users with more meaningful and time-sensitive data.