Open with updates and where to find training resources 6:43
The session starts with a quick update on what the team has been building:
Lead Finder
Buyer Match
Comps
Users are encouraged to:
Join the Facebook group
Contact [email protected] for new company onboarding
Check the Pete Weekly Wrap email for recent trainings
Recent trainings mentioned include:
QuickBooks Online integration
Creating and using inspection templates
Creating and managing SOP playbooks
The main goal of the session is introduced: show how these new tools help users find leads, evaluate deals, find buyers, and skip trace inside Pete
2. Understand what each new feature is for 11:52
Lead Finder
Helps discover new properties and prospects
Think of it as list building for your real estate business
Prospect management
Once a list is built, you can skip trace it and turn it into prospects
Prospects can then become leads
Comps
Helps estimate value by identifying similar properties
Useful for deciding whether a deal is worth pursuing
Buyer Match
Finds buyers actively purchasing similar properties in your area
Useful when you need to confirm there is buyer demand in a market
Skip tracing
Lets you find updated contact information for properties or contacts already in Pete
Can be done on individual contacts or in bulk from a list
3. Use Lead Finder to build a targeted property list 15:26
Start from the Dashboard > Lead Finder map view
Use the map or filters to narrow the search area
Example filters shown in the demo:
Property size: 3 bedrooms, 2 baths
Square footage range
Ownership type: individually owned instead of corporate owned
Property type: single family
Loan/value percentage filter
Property flags such as pre-foreclosure
The point is to reduce a huge list into a manageable, targeted list
You can also:
Search by zip code
Search by a specific neighborhood/area
Sort by owner, ARV, equity, or number of properties owned
View detailed property info from the results
4. Save Lead Finder searches and add prospects 19:16
Once the search is narrowed down, you can:
Save the search for later reuse
Add selected properties or add all results
Adding properties means:
You want the contact information
You want them pulled into prospects
You may later turn them into leads
You can also add tags to organize the list
The system can export to CSV if needed
After saving, the properties are queued for skip tracing in the background
A notification appears when processing is complete
5. Convert prospects into leads and organize by campaign 24:12
After skip tracing, the properties now have contact information
From there, you can convert prospects into leads
Every lead in Pete must belong to a campaign
Best practice:
Create campaigns based on lead source or list type
Example: a campaign for Lead Finder leads
This helps you track where leads came from and what marketing is working
6. Run comps directly inside P.E. 25:56
Open a property and use Find Comps
The comping workflow uses:
Subject property address
Square footage range, often plus/minus 500 sq ft by default
The system returns comparable sales for the area
Pete already has an ARV estimate from data aggregators, but this comp tool goes deeper
The comp results are enhanced by an AI scoring system that learns from how you comp properties
You can adjust which comps are selected, and the AI gets smarter over time based on your choices
7. Review and adjust comp results 29:33
You can filter comp results further, such as:
Only sold comps
Excluding pending or active listings
You can open comps in Zillow or other sources to compare manually
If a comp seems off, you can change the selection and the ARV updates
P.E. tracks changes in property history, so you can see:
What changed
Who changed it
When it changed
This gives you an audit trail and an easy way to recover if something was adjusted incorrectly
8. Use Buyer Match to find active buyers 33:05
Buyer Match helps you find buyers who are purchasing similar properties
In the demo, the team adjusted filters because the initial search was too narrow or too focused on investor-buyer definitions
Useful filters include:
Radius
Days back / purchase recency
Beds and baths
Square footage
Investor buyer toggle
Once you find buyers, you can:
Save them as contacts
Add tags
Use them for direct marketing
Buyer Match is positioned as a major value-add for finding real buyers in a market
9. Understand Buyer Match pricing and value 36:28
Buyer Match is an add-on priced at $20/month
It includes automatic skip tracing for the buyers found
The team emphasized that this is a strong value compared to other tools that cost much more
Buyers saved through Buyer Match become contacts you can market to directly
A promo code was offered during the training:
BUYER1
Gives one month of Buyer Match free
10. Skip trace properties or contacts already in P.E. 38:05
Skip tracing can be done in two main ways:
From a list of properties/prospects
Directly on an individual contact or property already in P.E.
Use cases include:
Driving for dollars lists
Old leads with outdated phone numbers
Web leads with missing or incorrect contact info
Skip tracing returns updated phone numbers and emails so you can reach the seller or buyer
11. Know how skip tracing billing works 38:42
Skip tracing uses paid lookups
You are charged only for records that are actually returned
A wallet is used to fund skip tracing activity
The wallet helps avoid surprise billing issues
Different plans include different numbers of included prospects
If you go beyond the included amount, a small per-record fee applies
12. Use the wallet and plan limits correctly 43:22
The wallet is where skip tracing funds are loaded
Skip tracing cost was described as 12 cents per record
Plan limits mentioned:
Gold: 2,500 prospects/month
Platinum: 5,000 prospects/month
Diamond: 12,500 prospects/month
Important distinction:
Searching is not the same as saving to prospects
Credits are used when you save results to the prospects list
The team noted they are building a dashboard to help users track monthly usage
13. Customize comp scoring and AI behavior 41:12
The comping AI uses a prompt behind the scenes
Users can customize the prompt to match their own comping style
Example prompt ideas include:
Prefer close sold properties
Reject active or pending listings
The scoring weights can also be adjusted
Over time, the system learns from your selections and adapts to your preferences
This is meant to help teams comp more consistently and make better decisions
14. Review Q&A and practical use cases 47:30
Questions answered during the session included:
Whether Lead Finder can filter for multiple-property owners
Where the data comes from
How Buyer Match works in the property view
Whether pre-foreclosure data includes auction timing details
Data source explanation:
A combination of public data and MLS data
Coverage is broad, with about 92% MLS coverage mentioned
The team also discussed possible future improvements to Buyer Match and comping workflows
15. Close with next steps and upcoming Q&A 55:15
The team announced a pause on major releases for the next week
Next Thursday will be a Q&A session instead of a product release/training
Users are encouraged to:
Bring questions about the new features
Share wins or workflows in the Facebook group
Post videos or examples if they are comfortable
The session ends by thanking attendees and reminding them to return next Thursday