Practical guides for keeping skip tracing results and property list data accurate as they move between spreadsheets and your CRM. Each guide is built around a template you can copy into your own list management process.
Real estate investors and wholesalers who research property owner contacts outside their CRM
List managers who handle bulk skip tracing results, Do Not Call (DNC) check results and CRM imports
Anyone who has opened a contact CSV in Microsoft Excel and watched an ID, ZIP code or phone number change
Excel-Safe CSV Import Checklist. How to open, edit and save a contact CSV in Microsoft Excel without losing leading zeros or changing long IDs, plus a preview and read-back routine for CRM imports. Go to the checklist
Per-Number DNC Status Data Dictionary. A field layout that keeps each DNC status, check date and source tied to its own phone number, with a description of each field. Go to the data dictionary
LLC Filing Log Template. A one-record-per-line log for researching LLC-owned property, so what each record actually says stays separate from what it does not establish. Go to the filing log
ZIP codes and IDs losing their leading zeros
Long IDs losing their final digits
A DNC result ending up beside the wrong phone number after columns are sorted or merged
CRM imports that create duplicate contacts instead of updating existing ones
LLC research notes where a registered agent gets treated as the property owner
How to Keep DNC Status Attached to the Right Phone Number When You Import Skip Tracing Results Into Your CRM walks through the import process step by step with a worked CSV example.
These guides cover data structure and record keeping only. They are not legal advice and do not tell you whether you may call or text anyone. For calling and texting rules, read the FTC's telemarketing guidance (https://www.ftc.gov/business-guidance/advertising-marketing/telemarketing) and the FCC's telemarketing and robocalls page (https://www.fcc.gov/general/telemarketing-and-robocalls), and get advice from a qualified attorney. All names, IDs and phone numbers in the examples are fictional.
About: These guides are maintained by Locate Next (locatenext.com), a skip tracing software company for real estate property lists.