A Checklist for Using PropStream’s Real Estate Data Platform

Getting Started with the PropStream 7-Day Free Trial

Welcome to the PropStream community! We’re excited to assist you on your journey to find motivated real estate leads so you can grow your real estate business.

Here's Your Guide To Getting Started

While you’re eager to get started, you’ll find it helpful to take some time to get familiar with the PropStream ecosystem so you can get the most out of your free trial. After all, the goal of the 7-day free trial is to try out PropStream and see all the ways it can support your professional goals!

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Step 1: Check Out PropStream and PropStream Resources

We offer a variety of resources to help you become comfortable with PropStream’s many features, including…

 

Step 2: Deep Dive into PropStream’s Features and Functions with PropStream Academy

Once you get the login credentials for PropStream Academy, you’ll have access to a variety of free courses covering different PropStream functions. For a little more help, tune in to one of our Live Webinars (view the webinar schedule on our Webinar page)!

 

Step 3: Search for Properties with PropStream

Easily search, filter, and uncover the right properties to grow your portfolio or close more deals.

  • Find profitable deals fast with advanced property search filters.
  • Identify undervalued properties and off-market opportunities.
  • Pinpoint cash-flow rentals or fix & flip candidates.
  • Analyze property history, comps, and neighborhood trends.
  • Locate motivated sellers and potential off-market leads.
  • Access nationwide property data in one place.
  • Save searches and get alerts on new opportunities.
 

Step 4: Review Your List of Targeted Properties

  1. Navigate to the “My Properties” tab and select the list you’ve saved
  2. Review the properties you want to work with and save them as your favorites (Do this by selecting the checkbox next to the properties, selecting “Action” and then clicking “Add to Favorites” from the dropdown menu)
 

Step 5: Skip Trace Property Owners

Skip tracing is FREE for the primary user and their team on select plans (Pro /Elite) or with our Lead Automator add-on on Essentials, with usage based on saved properties. PropStream returns phone numbers and emails for homeowners and corporate owners, ranks contacts by likelihood of connection, and flags DNC-listed or known litigator contacts to reduce risk. Results are available within minutes.

👉 Watch the Skip Tracing Video

Once you have emails, you can create campaigns directly in PropStream under the Campaigns tab.

Tip: Export your lists anytime from My Properties to use in your own system.

 

Step 6: Call Leads Instantly with Click-to-Dial, Dialer Campaigns & BatchDialer

Connect with leads directly inside PropStream using Dialer Campaigns and Click-to-Dial, no extra dialer needed. Launch structured outbound calling campaigns or live calls with one click from your saved properties or contacts, using automatically ranked phone numbers and real-time connection tracking.

Need more dialing power? BatchDialer lets you call larger lists, streamline lead prep, and book more appointments faster. Click-to-Dial is included with Pro and Elite Plans, or through Lead Automator on Essentials, with up to 150 calls per day. Add team members or BatchDialer to increase capacity even more.

 

Step 7: Send Postcards to Contacts

  • Now that you have the contact information for your leads, PropStream makes it quick and convenient to send a postcard directly on the platform (View this video on how to start your campaign)
  • Get postcards as low as 48¢ with Lead Automator! There are many designs to choose from (or upload your own design), so you can create your postcard on PropStream before sending it to the desired contacts (postcards typically take two weeks to be delivered via USPS)

Tip: You can make postcards on PropStream with contacts you’ve collected yourself or contacts received through skip tracing! Use one of our templates or start with a blank postcard.

 

Step 8: Download the Mobile App and Drive for Dollars

  • PropStream’s mobile app will help you Drive for Dollars by automatically identifying potential opportunities when driving in your target neighborhood. 
  • Download our mobile app in the Apple or Google Play stores.

If you’d like to learn more about Driving for Dollars, join our Live Webinar every Friday. Or, take the Drive for Dollars with the PropStream Mobile App course in the Academy.

 

Step 9: Activate your Subscription

Now that you’ve explored PropStream and all its features, move on to a full subscription!

To get started, Go to “Settings” on the left-hand side navigation bar and follow the prompts at the top right side of the screen to activate your account. Or, call our customer support team toll-free at (877) 204-9040 to get started.

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