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How to Use the List Builder in REsimpli

Written by Anthony Estrada

Overview

List Builder is a search tool built into REsimpli. It lets you build your own off-market property lists without paying for an outside data provider.

You would use this when you need a fresh list of properties to reach out to. Once your list is ready, you can call the owners, export the list, or push it into List Stacking.

Steps

Step 1: Open List Builder

Go to the List Builder feature.


Step 2: Choose your search area

Start your search by entering one of the following:

  • A property address

  • A city

  • A ZIP code

The video searches for properties in New York.


Step 3: Choose your property type

Pick the kind of property you are looking for. Your choices are:

  • Single Family Residence

  • Multi Family Residence

  • Land

  • Condo

  • Mobile

  • Other


Step 4: Add your filters

Filters narrow your search so you only get the properties you want. You can filter by:

Property details

  • Property use type

  • Number of bedrooms

  • Area

  • Pool

  • Garage

Value

  • Estimated value

  • Estimated equity

  • Assessed value

Owner and occupancy

  • Vacant properties

  • Owner-occupied properties

  • Years of ownership

Portfolio

  • Total properties owned

  • Portfolio mortgage and equity

Mortgage

  • Open mortgage balance. You can set a smallest and largest amount.

  • Cash buyer

  • Free and clear

  • Mortgage type

You can also filter for properties in distress, such as foreclosure and bank owned.

Use as many or as few filters as you need. It depends on the kind of list you want.


Step 5: Run your search

Click Save and Apply, then choose a folder.

REsimpli will find all the properties that match what you asked for. The video's search returns about 2,200 records.


Step 6: Select your records

You have two ways to choose records:

  • Click Selected, then Select All to take every record in your results.

  • Select only the records you can see on screen.

You can also open any single property to look at its details.


Step 7: Call owners before exporting (optional)

If a phone number is shown, you can call that owner right away.

  1. Copy the phone number.

  2. Open another tab.

  3. Use the Dialpad feature to make your call.


Step 8: Choose what to do with your list

  1. Click Select All.

  2. Open the Actions tab.

You have two choices:

  • Export to CSV — downloads your list as a file.

  • Push to List Stacking — sends your list into REsimpli so you can work with it there.


Pushing Your List to List Stacking

Step 9: Name your list

Enter a list name. If the name you want does not exist yet, you can create it here.


Step 10: Add a tag (optional)

  1. Type your tag name.

  2. Press Enter on your keyboard.

  3. Click Create Tag.


Step 11: Set the status

Choose the status for these records.

For brand new records, the video recommends choosing Not Yet.


Step 12: Choose whether to skip trace

Skip tracing finds contact details for the property owners.

  • Choose Yes to skip trace the records automatically as they are pushed. This saves you from doing it by hand later.

  • Choose No if you do not want to skip trace them now.


Step 13: Push your records

Click Push Records to List Stacking.

Give it some time to finish. When it is done, you will see a message confirming your records were pushed.

From there you can build another list, or go to your dashboard.

If you exported your list instead, you will find it in the Export Log.


Finding and Using Your Records

Step 14: Find your records in List Stacking

  1. Go to List Stacking.

  2. Filter by the list name you used.

  3. Apply your tag, if you added one.

  4. Click Continue.

You will see all the records you pushed.


Step 15: Check your skip tracing

Open one of your properties. If you chose to skip trace, the property will already show as skip traced.


Step 16: Contact your list in bulk

  1. Click Selected, then Select All.

  2. Choose an action. You can:

    • Send the records to the Single Line Dialer

    • Send the records to the Triple Line Dialer

    • Send Direct Mail

    • Add a tag

    • Add marketing details

These let you reach your whole list at once, instead of one property at a time.


Important Notes

  • List Builder works inside REsimpli. You do not need an outside data provider to build a list.

  • Your search results depend on the filters you choose. The more filters you add, the smaller and more focused your list will be.

  • Press Enter after typing a new tag name, then click Create Tag. If you do not, the tag may not be created.

  • For new records, the recommended status is Not Yet.

  • Choosing Yes for skip tracing saves you from skip tracing each record by hand later.

  • Pushing records takes a moment. Wait for the confirmation message before moving on.

  • You can call an owner straight from your search results by copying their number and using the Dialpad in another tab.


Troubleshooting

Your search returns too many properties

  • Add more filters. Narrowing by value, occupancy, or mortgage details will shrink your list.


Your tag was not created

  • Type the tag name, press Enter, then click Create Tag.


Your records are not showing in List Stacking

  • Filter by the list name you used when you pushed them, and apply your tag if you added one. Then click Continue.


Your records have no contact information

  • You may have chosen No for skip tracing. Skip tracing is what finds the owner's contact details.

You cannot find your exported file

  • Check the Export Log.


Summary

You built a property list inside REsimpli. You chose a search area, picked a property type, and added filters to narrow your results. You then selected your records and either exported them or pushed them into List Stacking with a list name, a tag, a status, and skip tracing turned on. Finally, you found your records in List Stacking and sent them to a dialer or direct mail to start reaching out.

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