Initial Load
One-time setup to seed your database before daily scraping begins.
Property Import
Import PropStream county exports into the database. Pre-checks → Processing → Post-checks.
| Filename | County ID | Rows | Status |
|---|---|---|---|
| No files selected | |||
▼ Import History last 20 runs · click to expand
| Import Date | MLS Date Range | Files | Properties | Status |
|---|---|---|---|---|
| Apr 11, 2026 | Mar 01 – Apr 06 | 44 | 13,860,729 | completed |
| Apr 11, 2026 | Mar 01 – Apr 06 | 44 | 13,860,729 | completed |
Agent Matching
Matching listing agents from property_loads against master_list using fuzzy name matching.
| Agent | Status | |
|---|---|---|
| Susanne Abbott — Toll Brothers Real Estate Inc | ✓ Matched (100%) | sabbott@tollbrothers.com |
| Hamza Abdelqader — The Faris Group Brokered By Exp Realty | ✓ Matched (100%) | hamza@teamfaris.com |
| Yostina Abercrombie — Abercrombie And Associates | ✓ Matched (100%) | yostina@abercrombieassociates.com |
| Jake Adams — Brand Name Real Estate - Upstate | ✓ Matched (90%) | jake@havenhomegroupsc.com |
| Wendy Adams — Realty One Group Dockside | ✓ Matched (100%) | wyadams@gmail.com |
| Eddie Adamson — United Real Estate Sc | ✓ Matched (100%) | eddie.l.adamson@gmail.com |
| Janice Adler — Adler Realty | ✓ Matched (100%) | janice@adlerrealtychs.com |
Review Matches
1875 total | 1703 pending review | 115 verified (golden) | 57 rejected
Agent Matching for Calling
Import Previous Clients Excel and match against master list.
Import Previous Clients File
After matching, review results in Review Cold Call Matches to approve agents for the Call Tracker.
Review Cold Call Matches
0 pending · 27 approved · 8 rejected
| Import Name | Master Match | Phone | Deals | Conf | Action | ||
|---|---|---|---|---|---|---|---|
| Amanda Knapp-Galvin | Amanda Knapp-Galvin | — | coastallivingwithamanda@gm | 9 | 100% | by admin · 2026-04-24 | |
| Ashley Pressley | Ashley Pressley | — | ashley@ashleysoldit.com | 3 | 100% | by admin · 2026-04-24 | |
| Carlos Evans | Carlos Evans | — | cevans1999@yahoo.com | 3 | 100% | by admin · 2026-04-24 | |
| Nada Lindstrom | Nada Lindstrom | — | nadalindstrom@gmail.com | 24 | 100% | by admin · 2026-04-24 | |
| Tyeshia Folk-Commodore | Tyeshia Folk-Commodore | — | tyesellshomes@gmail.com | 12 | 100% | by admin · 2026-04-24 |
Email Queue
Select AUC bucket → days to close → review agents → test first → send
| Agent | # Listings | Days | Template | ||
|---|---|---|---|---|---|
| Abrianna Gallup | 1 AUC | 0d | Preview › | ||
| Michael McGreevey | 1 AUC | 1d | Preview › | ||
| John Salazar | 1 AUC | 1d | Preview › | ||
| Randall Lindsay | 1 AUC | 4d | Preview › |
Call Tracker
Call approved agents · log outcomes · schedule follow-ups
One-time · imported file · matched against master list 35 agents · 262 deals · 0 exact · 0 fuzzy · 35 no match
| Agent name | Phone | Past deals | Log call | Outcome | Notes | Follow-up |
|---|---|---|---|---|---|---|
| Theresa L. Reese | No match | 43 | ||||
| Miles S. Crosby, Sr. | No match | 40 | ||||
| J. Michael Manley | No match | 24 | ||||
| Nada Lindstrom | No match | 24 | ||||
| Eric A. Galvin | No match | 14 | ||||
| Amy S. Henderson | No match | 13 |
Sent History
All outbound emails grouped by agent.
Database Query
Run ad-hoc SQL against the live local database.
cl.agent_first_name,
cl.agent_last_name,
cl.address,
cl.list_price,
cl.created_at
FROM cleansed_leads cl
WHERE DATE(cl.created_at) = CURDATE()
Admin & Configuration
Manage credentials, templates, saved searches, and system settings.
SMTP Settings
Test Email
Send a test email to verify your SMTP configuration is correct.
Saved Searches
These must exactly match the names of your saved searches in PropStream. One per line. The app loops through all of them every time the Daily Job runs.
2. Search Active Under Contract for a county.
3. Click Save Search and name it exactly:
e.g. Charleston County — AUC
4. Repeat for all SC counties.
5. Paste each name here, one per line.
6. Click Save below.
The app sets the date range automatically each morning. You only do this once.
Current Master List
Match Settings
Fuzzy matching compares scraped agent names against the master list using token-ratio scoring. Scores at or above the threshold are written to master_matches.
Overview
Inbox Monitor
Suppression List
| Agent | Date | Detected By | Status | |
|---|---|---|---|---|
| No suppressed agents yet. | ||||
Manual Re-add
Only use if agent contacted you directly requesting to be re-added. Logged with your username and timestamp.
Overview
Parked Agents (Rejected)
Agents rejected in Review Cold Call Matches. Use "Re-add" when one reaches out and you want them back on the call list.
| Agent | Phone | Conf | Rejected | By | |
|---|---|---|---|---|---|
| No parked agents. | |||||