Describe who you want to find
Open Sourcing in the left navigation and describe the contacts you want in plain English, such as multifamily owners in Brooklyn or owners of properties with loans maturing in the next year. Lev asks for a market and asset type if your request leaves one out, then returns a results table in the same chat. Name the kind of owner you're after, like private owners rather than institutions, to get a sharper list.
Review scored results while Lev researches
Rows appear in a preview as soon as they're ready, sorted by score with the highest first, while Lev writes fit and why now for each contact. Hover a score to read why the contact matches your criteria, and hover the company to read why now could be a good time to reach out. You can work the rows already on screen without waiting for scoring to finish.
Unlock contacts and put them to work
Unlock the contacts worth calling to save them to your CRM with email and phone filled in, plus fit and why now saved as notes. From the same table, add unlocked contacts to a deal or pipeline, create a new pipeline, or download them as CSV or Excel. When your contacts are ready, click Create a campaign to start outreach without leaving the chat.