Ivy Data: Batch Orders

 In Real Estate


With Ivy Data wanted to shoot a video of you guys and walk you through our Bache border processing. And so what I’m going to do is log into the app right now. And as soon as you log in, you’re going to be brought to our map search. And so the demo that I going to do for you guys now is actually gonna be done in our back order section. And what we’re gonna do here is upload a CSV file, this CSV file that you guys see right here into our system, and we’re gonna audit it for correct ownership information and then also give you back the contact information.

So what you’ll notice in my file is that I have this property address split up over here into four different columns. You can have it all be in one column with the city, state and zip code right here, or can be in all four columns, as you guys see right here. We have some names in our file, but we don’t have all of them. And then we have other information that’s important to the agent, which is like year built,  square footage. So what this specific file is, someone actually exported this file out of their database. And so what we wanna do is not mess with any of your data, but just add back to it and audit it to make sure that it is correct. So we’re going to do here is actually take this file, upload it into Ivy, run it for correct ownership and contact information and then get the file back. 

So now that we’re in batch orders, I’m going to click on Create New Order. Choose a CSV file. And what I’m going to do here is just find the file name database April 9th and search for it on my computer. There we go. And now our system is in to ask you to answer a couple of questions. The first one is the type of property address so you can actually upload a property address into our system, a mailing address or both. In this case, you’ll notice that we only have the property address. So we’re going to click on property address and then it’s going to ask us to match back our headers. So as an example, property street address, we can see in our file that we didn’t call that colum property street address. It’s just called street address. So when you click on the box below property street address now it’s going to give you your available options. Street address. What did you call property? City. City? What did you call property state? It’s called property state. Pretty zip code. Zip code. Next, we’re going to ask us if we have a name. You do not have to have a name to run your batch orders through us. You can see that this agent in particular had some of the names, but not all of them. So we’re actually going to answer no, that we don’t have any names because I want to audit this to make sure that the names are correct and then append back the ones if we found something different.

Now, you’re going to notice that we’re in our order screen. It’s going to automatically label your order, that same name as your CSV file. And it’s going to give you an estimated maximum price. Estimated maximum price is based on us finding 100% of the contact information for your file. So how many rows of addresses that you’re going to upload into our system? You would just multiply that times your batch pricing, and that’s how much that would be if we found contact information for one hundred percent of the files. Now, if we only found that 90% with contact information that you’re willing to pay 90% of this price. Now, I’m going to click on agree and I’m going to run this order. So now our system is going to take this batch file that you had and run it through our database. And we’re going to audit it for ownership information and then also contact information. This should take our system 90 seconds or less based on being 170 addresses. It’s already halfway done. When we get this file back, here we go. So this only ended up taking about 20 seconds. As soon as it’s ready, we will download the file. Here we go. So we had a 91% match rate, meaning that of the 170 addresses that were submitted, we found contact information for 154 of them. And you can see it took us about 45, 60 seconds to finish that order.

Now I’m going to show you the original file one more time and you’ll notice that we have data in columns, A through column O. Now I’m going to get rid of this file. And this is actually the file that our system gave back out to us. The first thing that you’re going to notice is that columns A through O, we didn’t touch we didn’t move any of this information. We didn’t change any information. We didn’t add any ownership information over here. All that we did was add to it in column P and then over to the right. And the first thing that you’re going to notice is that we identified the ownership of every property. So we gave you the first name and last name for every property. Then we gave you the complete name in one column. And the reason that we do this is you might take this file to a call system or a database or a CRM, and they might require that you have first name, last name separated out, and then other softwares might require that you have in one column. So we do it both ways for you. And we do it so that you’re not having to go in here and edit any of this data. And now we’re gonna get to phone one, phone type, phone 2, phone types, all the contact information over here, you’ll see. 91% of these had at least 1 phone number and a good amount of it, 2 and 3. A few of them looks like that. 7, 8 phone numbers. And then now we have the email addresses, e-mail one all the way through email 5. So that’s what your batch files look like after you run it through our system. We typically process about 200 addresses per minute so you can take your CSV file, upload it and get it returned back really quickly. You have any questions? Please reach out.  


Recent Posts

Leave a Comment