We are constantly working behind the scenes to make Invelo more effective and easier to use. Wondering what improvements, fixes and implementations have been made recently? You are in the right place.
To see what we are working on over the next few months check out our Product Roadmap for a list of improvements that are coming soon.
What's New As Of August 4
We have added a few major updates and new features all over the platform for all subscription levels.
You can now create marketing campaigns in a flash with marketing presets. Select from 7 preset campaigns created to market to prospects or leads. The pricing will vary depending on subscription level with the lowest marketing pricing available for users on Professional Plans.
Before you begin creating your marketing campaigns be sure to create a marketing profile! Simply click on your image or initials in the top right corner and select "Marketing Settings" or just click here.
Now that marketing presets are live, those on Starter Plans will only be able to use presets to create marketing campaigns. Custom campaigns will only be available to those on paid plans.
Full skip tracing services are now live! You can use Invelo to skip trace individual properties, contacts, trusts and corporations as well as conduct bulk traces.
To skip trace a record just go to that record and click on the skip trace icon or the purple banner that prompts you to skip trace. From there you can choose to search that one record or find additional associated contacts for an additional charge. You will only be charged when a trace is successful.
You can also choose to change your primary contact on the record to be the best match found by the skip trace. Even if you don't select this option you will see the skip traced contact in the record.
Prices for skip tracing vary depending on subscription level and type of contact. Corporate skip traces will always be $0.05 more than property records for every subscription level. For the lowest skip tracing prices upgrade to the Professional Plan.
Learn more about how to skip trace by checking out the skip tracing guide over on the help desk.
Manual Record Add
You now have the ability to capture the contact information during a manual record upload. When you add a property and our database finds multiple records, you'll have the opportunity to select the particular record. This feature is helpful when selecting an apartment number within a building's address or for land.
What's New As Of July 13
We have added a number of new functionalities to the List Builder for paid subscribers.
We have added a new feature that will enable you to keep up with potential leads without lifting a finger. The auto-add feature is now live in List Builder. This feature allows you to conduct a search with all desired parameters, save it as a preset, and allow new contacts that meet those parameters to be added automatically as Invelo refreshes its data daily. This will allow you to run a search once and then have it automatically update as new properties match your specifications.
Set your list specifications, any tags you want added to the leads before enabling the auto-add feature to ensure everything is ending up where it should be. You can also share your preset with your team so they can have access to that automation.
Once you have created presets with the auto-add feature you can manage them right from the List Builder home screen. Simply click 'Presets' on the bottom left and you will see a list of presets you have built and can share them with your team, turn them on or off or delete them.
What's New As Of June 29
As of June 29 we have made a number of improvements live for users resolving issues platform-wide as well as a few new features.
Users will now be able to "Select All" within the platform – addressing a concern of a number of users. This will make record and list management easier for all users.
Ringless voicemail is now live and available for use in the Marketing tab.
New List Builder Filters
- The filter "Not Listed" has been added to List Builder filtering in the MLS Listing Status Filter.
- Addition of "Property Type" filter and options on List Builder under "Property."
*For paid plans only
Sold and Vacant properties added to the user dashboard. Sold properties are automatically flagged and moved from active prospects to removed prospects database.