Exporting Leads
Export your leads to CSV for skip tracing, direct mail, or CRM import.
Exporting Leads
You can export leads from both the Leads (search) page and from individual Campaign leads views. Every export respects your current filters and sort order, and always exports all matching leads — not just the current page.
Exporting from the Leads page
- Set up your search, filters, and sort to show the leads you want
- Click the "Export CSV" button in the header
- The file downloads automatically
The export includes every lead that matches your current filters (up to 10,000 rows). Pagination doesn't affect the export — even if you're on page 3, the export contains all matching results from the beginning.
Using date filters for clean exports
The filter panel includes two date filters that are especially useful for exporting:
Created from — Filters by the date the lead was added to the system. This is ideal when you're doing regular exports (e.g., weekly) and want to avoid exporting leads you've already downloaded. Set "Created from" to the day after your last export, and you'll only get new leads.
Signal date from — Filters by the date of the lead's most recent distress signal (violation, lien, complaint, etc.). Use this when you want to focus on leads with fresh, recent activity. A lead might have been in the system for months, but if it has a new violation filed last week, it'll show up.
You can use one or both together. For example, if you export every Monday, set "Created from" to last Monday's date to get only leads that are new since your last export.
Exporting from a Campaign
Each campaign's leads view also has an "Export" button. This exports all approved leads for that campaign, filtered by whatever pipeline stage or search you have active.
Campaign export workflows
There are two main approaches, depending on how you prefer to manage your leads:
Using the pipeline — If you're managing leads directly inside the app, the pipeline stages help you track progress. When you review and approve leads, they start as "New." After you reach out, move them to "Contacted." When you export, you can filter to just the "New" stage to get only leads you haven't acted on yet. Once exported and contacted, advance them to "Contacted" so they won't appear in your next export.
Using an external CRM — If you manage deals in a separate CRM (Podio, REsimpli, InvestorFuse, etc.), you may not need the pipeline at all. Instead, use the "Created from" date filter on the Leads page to export only new leads since your last pull, then import them into your CRM. The campaigns feature is flexible — use as much or as little of it as fits your workflow.
What's included in the export
The CSV file includes comprehensive data for each lead:
| Category | Columns |
|---|---|
| Identity | Lead ID, external ID (folio/parcel number) |
| Property address | Street, city, state, zip, county, latitude, longitude |
| Owner | Name, absentee flag, out-of-state flag |
| Owner mailing address | Street, city, state, zip (for direct mail to absentee owners) |
| AI scores | Overall, distress, motivated seller, investment, urgency |
| AI tags | All AI-generated tags (semicolon-separated) |
| Valuation | Market value, assessed value, land value, building value |
| Sales history | Last sale price, last sale date, estimated equity |
| Property details | Year built, bedrooms, bathrooms, heated area, lot size, zoning, use code |
| Tax | Tax status, amount owed, delinquent flag, homestead exemption |
| Signals | Violation count, open violations, lien count, total lien amount |
| Pipeline | Pipeline stage (campaign exports only) |
| Meta | Processing status, created date, latest signal date, source provider |
Export limits
Exports are capped at 10,000 rows. If you have more leads than that, use filters to narrow your results before exporting.
What to do with your export
Common uses for exported data:
- Skip tracing — Upload to a skip tracing service to find owner phone numbers and email addresses
- Direct mail — Use the owner names and mailing addresses for mailers and letters
- CRM import — Import into your CRM for follow-up workflows
- Analysis — Open in Excel or Google Sheets for your own analysis and filtering
The export includes the owner's mailing address separately from the property address. For absentee owners, these will be different — the mailing address is where you'd send direct mail.