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Complete Platform Guide

How The Lead Engine Works

Everything The Repossession Client Lead Engine Can Do — And How To Use Each Feature To Find, Reach, And Convert More Local Clients

Getting Started In 6 Steps

Step 1 — Onboarding

When you first log in, visit the Onboarding page to sync the 200+ preloaded direct and forwarder leads into your account. This gives you an instant pipeline so you can start outreach immediately without waiting for a scan.

Step 2 — Set Up Your Company Profile

Go to Company Profile to enter your business name, logo, phone, website, service radius, and Calendly scheduling link. Your branding powers your generated websites and landing pages.

Step 3 — Scan For New Leads

Open the Geo Scanner, enter a center address or city, set your radius in miles, and pick the client niches you want to target (banks, auto finance, dealerships, insurance, and more). The scanner finds nearby businesses and saves them as leads automatically.

Step 4 — Manage & Work Your Leads

The Leads page is your CRM. Filter by status, niche, location, or source. Update each lead through its lifecycle — new, contacted, responded, meeting scheduled, proposal sent, converted. Use the Visit workflow to track door-to-door outreach, and the Call tab to log call outcomes.

Step 5 — Run Campaigns

Launch Email and Postcard campaigns targeting specific niches or lead statuses. Set up Call campaigns with scripts and Calendly links. Every email sent, postcard mailed, and call made is logged as an activity on the lead.

Step 6 — Track Everything On Your Dashboard

Your Command Center shows total leads, contacted counts, meetings booked, and conversions at a glance, plus a live activity timeline and a breakdown of leads by client type.

Every Feature Explained

Dashboard (Command Center)

Your home base. See total leads, contacted leads, meetings booked, and conversions in real time. Review recent leads, a client-type breakdown, follow-up reminders, and a live activity timeline of every email, call, and postcard.

  • Lead stats at a glance
  • Follow-up widgets for overdue and scheduled tasks
  • Live activity timeline
  • Client type breakdown charts

Onboarding

Sync the 200+ preloaded direct and forwarder leads into your account with one click. This is the fastest way to get a working pipeline before you run your first geo scan.

  • Instant 200+ lead pipeline
  • One-click sync
  • No waiting for scans to finish

Geo Scanner

Find new leads by location. Enter a center address, choose a radius in miles, and select target niches. The scanner discovers nearby businesses, geocodes their addresses, and saves them as leads with contact info, website, and location data.

  • Location-based lead discovery
  • Filter by niche category
  • Automatic geocoding and distance calculation
  • Scan history to revisit past scans

Leads Management

Your full CRM. Browse, filter, sort, and search every lead. Each lead card lets you update status, log calls, schedule follow-ups, add notes, create tasks, enrich addresses, and export to CSV. Use the bulk website scraper to pull contact info from multiple lead websites at once.

  • Filter by status, niche, location, source, and call status
  • Visit workflow: new → needs visit → visited → interested → won
  • Call tracking with notes and outcomes
  • Follow-up scheduler with overdue alerts
  • Notes timeline and task management
  • Bulk website scraper for contact enrichment
  • Duplicate detection and removal
  • CSV export for external use

Company Profile

Configure your company identity. Set your business name, type (towing, repossession, or parking enforcement), logo, website, phone, email, address, service radius, and brand color. Add your Calendly link so leads can book meetings directly.

  • Branding for generated websites
  • Service radius configuration
  • Calendly meeting scheduling integration
  • Custom brand color

Email Campaigns

Create and send email campaigns to targeted lead segments. Write your subject line and email content, pick which niches or statuses to target, and track opens, clicks, responses, and meetings booked.

  • Target by niche or lead status
  • Open and click tracking
  • Response and meeting analytics
  • Campaign performance dashboard

Postcard Campaigns

Design and send physical postcard mailers to your leads. Upload a postcard design, write your message, and target specific niches or statuses. Track mailings as activities on each lead.

  • Physical direct mail outreach
  • Design upload
  • Niche and status targeting
  • Activity logging per lead

Call Campaigns

Set up call campaigns with custom scripts. Define your target niches and lead statuses, attach your Calendly link and website, and track calls made, calls answered, appointments booked, and leads qualified.

  • Custom call scripts
  • Calendly and website integration
  • Call outcome tracking
  • Appointment and qualification analytics

Activities Dashboard

See every outreach action across all leads in one timeline — emails sent, postcards mailed, calls made, appointments scheduled, and form submissions. Filter and review your team’s activity history.

  • Unified activity timeline
  • Filter by activity type and outcome
  • Call summaries and duration
  • Campaign attribution

Landing Pages & Website Builder

Generate custom landing pages and websites for your business. Choose a template style, set your hero headline and services, add testimonials, and publish. Each generated site tracks views and form submissions.

  • AI-powered website generation
  • Multiple template styles
  • Calendly and contact form integration
  • View and submission tracking

Staff Access

Invite up to 2 team members for free with your subscription. Each staff member gets their own login and shares access to your leads, campaigns, and activities. Staff are automatically linked to your account on first login.

  • Up to 2 free staff seats
  • Shared lead and campaign access
  • Automatic provisioning on login
  • Invitation status tracking

Resources Portal

A document management hub organized into three folders: Repossession Operations, Human Resources, and Company Operations. Download templates and documents anytime. Admins can upload and manage files for the whole team.

  • Three organized folders
  • Download access for all users
  • Admin-only upload and deletion
  • Drag-and-drop bulk uploads

Admin Tools

Platform admins get additional tools. Checkpoints let you snapshot and restore your lead database. User Management controls access and roles. Admin Diagnostics provides cross-tenant lead visibility for support and troubleshooting.

  • Checkpoints: snapshot and restore leads
  • User Management: roles and access control
  • Admin Diagnostics: cross-tenant visibility
  • Subscription and billing enforcement

The Lead Lifecycle

Every lead moves through a status pipeline. Update the status as you make progress so your dashboard and follow-ups stay accurate:

NewContactedRespondedMeeting ScheduledProposal SentConverted

Leads also have a separate Visit workflow for door-to-door outreach:

NewNeeds VisitVisitedInterestedNeeds BrochureNeeds FollowupWonClosed

Ready To Put It Into Action?

Log In To Your Dashboard Or Get Started Today To Access All These Features