Cole InformationWise Agent is very excited to announce another great company we have integrated with – Cole Information.  Cole Information provides neighborhood data and advanced custom searches allowing agents to “own the neighborhoods” they want to work in. A long-standing provider of this information, Cole has been in the industry for more than 70 years!  You might recognize them as the original provider of the criss-cross reference guide – a.k.a. the “Blue Book”.  Get quality, up-to-date leads (including names, addresses, and phone numbers) by area / neighborhood, just listed / just sold, and even renters.

As a member of Wise Agent, you can take advantage of an exclusive promotion.  You get unlimited access to this data for a full 30 DAYS! They won’t even ask for a credit card up front, either!  And after that free trial, you’ll receive a 30% discount off the normal price as a Wise Agent member!

Here’s how to get started:

1.    In Wise Agent, click Contacts, then Import Export
2.    Under the Import column on the left side, click the “Cole Leads” option
3.    Enter the Trial Account information to register (name, address, phone, email) and click “Sign Up” (Note: If you already have an account with Cole, you can login at the bottom of this page)

Once you are logged in, you have several options for performing a search.  For our purposes today, let’s explore the “Neighborhood Search”.  That tab will be selected by default.

1.    Enter information to search by. Remember you are searching for a specific address to be your “Primary Record”, then you will be able to pull a list of contacts near that address. Hit the “Search” button
2.    Select the Primary Record. Then choose whether you want to run a “Street Search”, “Radius Search”, or “Map Search” and click the appropriate button at the bottom of the page.  After completing your search a page will come up telling you how many records were found.
3.    Under “Select for Export”, choose All Records, or just the records you want
4.    Under “What would you like to do with your records?” select “Automatically Import to” and then select “Wise Agent” from the drop-down menu.
5.    Click the red “Download” button and that’s it!

After performing these steps, your new leads will appear in your Wise Agent Client List under a Category with “Cole” followed by the zip code, and also under a Source of “Cole”.  You’re now ready to add them to the Call List, mail some letters, and own the neighborhood!