NICHE CRM
Data & Records

Fresh Data. Every Day. Automatically.

Every record in NICHE CRM arrives pre-enriched with skip-traced contacts, parcel data, equity calculations, and auto-ratings. Powered by daily data from NICHE DATA — the foreclosure CRM with skip trace data built in.

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From NICHE DATA to Your Pipeline

NICHE CRM is powered by NICHE DATA — daily real estate data collection and enrichment. Here's how records flow from source to pipeline.

1

NICHE DATA collects records daily

Fresh foreclosure, divorce, probate, and surplus fund records are collected every day from county sources.

2

Records are enriched automatically

Each record is enriched with skip tracing, parcel data, mortgage info, equity calculations, and auto-ratings.

3

Duplicates are caught at the gate

Google Address Validation checks every incoming record. Duplicates are routed to an Incoming Data queue — never polluting your pipeline.

4

Clean records land as Prospects

Validated, enriched records enter your pipeline as Prospects — ready for outreach, campaigns, and door knocking.

What's on Every Record

Every record in NICHE CRM carries deep data — from contact details to property valuations. Zero manual data entry required.

Skip-Traced Contacts

Every homeowner record includes skip-traced phone numbers and email addresses with confidence scores. Know which numbers are most likely to connect before you dial.

Multiple phone numbers per owner with confidence %
Email addresses with verification status
Relative contacts — spouse, parent, sibling, in-law
Relative phone numbers for secondary outreach

Full Parcel Data

Property details pulled directly into every record — no manual research, no switching between tabs. Everything you need to evaluate a deal is right there.

Property type, bedrooms, bathrooms
Year built and total square footage
Land size and lot dimensions
Annual tax amount and assessment history

Mortgage & Liens

Full mortgage history and lien details on every record. See sale history, loan type, lender, interest rate, and outstanding liens — the data that drives your offer.

Sale history with dates and prices
Loan type, lender, and interest rate
Lien information and amounts
Estimated LTV (loan-to-value) ratio

Valuation & Equity

Zillow Zestimate, Zrent, estimated equity, and LTV ratio on every record. Know what a property is worth and how much equity the owner has before you make contact.

Zillow Zestimate (current estimated value)
Zillow Zrent (estimated monthly rent)
Estimated equity amount
Loan-to-value (LTV) percentage

Google Maps & Street View

Every record includes a Google Maps view and a Street View photo of the property. See the house before you knock — without leaving the CRM.

Google Maps pin for exact property location
Street View photo of the property
Neighborhood context at a glance
Direct link to Maps for driving directions

Auto-Rating System

Every incoming record is automatically rated Gold, Silver, or Bronze based on configurable criteria. You can also add manual ratings to override or supplement the auto-rating.

Gold / Silver / Bronze auto-rating on intake
Manual rating override per record
Filter and sort by rating in the pipeline
Use ratings to trigger campaign enrollment
Record Passport

Data That Follows the Deal

Every record has a persistent backend entity — the Record Passport — that preserves all data through every pipeline stage. Prospect to Lead to Opportunity to Transaction to Closed Deal — nothing is lost.

Open a Closed Deal from six months ago and you'll see every text message, every door knock note, every campaign step, and the original parcel data from the day the record came in. That's the Record Passport.

What the Passport Preserves

Full homeowner contact info across all stages
Complete communication history (SMS, email, calls, mail)
All campaign membership and execution history
Property data, mortgage info, and valuation snapshots
Tasks, notes, files, and door knock logs
DocuSign signed contracts
Auto and manual ratings with change history

Clean Data. No Duplicates.

Google Address Validation runs on every incoming record. If a duplicate is detected, it goes to an Incoming Data queue where you can merge or delete it. Duplicates never enter your pipeline.

Validated on Intake

Every address is validated through Google before entering the pipeline.

Duplicates Queued

Potential duplicates go to Incoming Data — never polluting your Prospects.

Merge or Delete

Review duplicates and choose to merge data or delete the duplicate record.

Start With Better Data

NICHE CRM gives you pre-enriched records with skip-traced contacts, equity data, and auto-ratings — every single day. No manual research. No stale lists.