Automatic Lead Enrichment

Five Critical Data Points.
Delivered Automatically.

Every lead in your CRM gets enriched with actionable intelligence in under 5 seconds. No manual research. No guessing. Just data-driven decisions.

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Data Point #1

Home Equity

Instantly know if homeowners can afford the work. High equity means financing capacity for major projects.

  • Real-time equity calculations based on current market data
  • Mortgage balance estimates from public records
  • Identify homeowners ready for $10K-$50K+ projects
Example: Lead shows $285K equity → Ready for full HVAC system replacement

Verified Home Equity

$285,000

Property Value $465,000
Est. Mortgage $180,000
Available Equity $285,000

Current Property Value

$465,000

+8% Year over Year

Recent Comparable Sales

1823 Oak Valley Dr $458,000
1901 Oak Valley Dr $472,000
1756 Oak Valley Dr $461,500
Data Point #2

Property Values

Current market value, recent comparables, and appreciation trends help you price appropriately and identify high-value opportunities.

  • Automated Valuation Model (AVM) estimates
  • Recent comparable sales in the neighborhood
  • Year-over-year appreciation trends
Example: $485K value, up 12% YoY → High-value home, invest in quality
Data Point #3

Permit & System Age

See when major systems were installed using permit records. Old equipment means urgent replacement needs and motivated buyers.

  • HVAC installation dates from permit records
  • Roof, electrical, and plumbing ages
  • Automatic urgency flagging for aging equipment
Example: HVAC installed 2011 → 13 years old → "Replace Soon" flag
System Age Report

HVAC System

Permit: March 2011

12 Years

Water Heater

Permit: June 2018

5 Years

Roof

Permit: August 2015

8 Years
HVAC replacement recommended
Projected Annual Savings
New HVAC System $1,200/yr
Insulation Upgrade $650/yr
Smart Thermostat $180/yr
Total Potential: $2,030/year savings
Data Point #4

Energy Savings

Projected annual savings for every upgrade type. Help homeowners see ROI, not just price—and close more deals.

  • Calculated based on local utility rates
  • Home size and climate zone considered
  • ROI timelines for different equipment
Example: New HVAC saves $1,200/year → Pays for itself in 8-10 years
Data Point #5

Rebates & Incentives

Federal IRA credits, state programs, and local utility rebates—all in one place. Reduce the effective price before you even quote.

  • Federal IRA tax credits (25C, 25D)
  • State-specific energy efficiency programs
  • Local utility company rebates
  • Manufacturer rebates when available
Example: $4,500 IRA + $750 utility = $5,250 off before you quote
Available Incentives

Federal IRA Credit

Section 25C

$4,500

Texas State Rebate

HVAC Efficiency

$500

Austin Energy

Utility Rebate

$250
Total Available $5,250

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