Help & FAQ

What does DoEnrich do, and what does it not do?

DoEnrich validates the contact info your lead gave you and, when it can, verifies the home they own and writes that owner address into your CRM. So you know which leads are real, reachable homeowners worth a seller campaign. It works from the phone number your lead provided.

It is not a skip-trace tool. It can't build a lead from an email address, and it won't look up strangers. It also never adds phone numbers or emails to your CRM's contact fields that the lead didn't give you. Anything our research finds goes into the lead's note for your reference, and it's your call whether to use it.

Which CRMs does DoEnrich work with?

Follow Up Boss and Sierra Interactive, with full two-way integration: new leads reach us by webhook, and results are written back as fields, tags, and notes. You can connect more than one account — even two accounts of the same CRM — and they share one credit balance and one set of settings (Dashboard → CRM Connections → “Add another connection”). On a different CRM? Tell us — we add integrations based on demand.

How do I enrich a lead?

Tag any lead in your CRM with #DoEnrich. Within a minute or two the lead gets validated contacts, property data in the “DE …” custom fields, smart tags, and one note on its timeline, plus a DoEnriched tag marking it done. You can also turn on auto-enrichment in your dashboard settings: specific lead sources (say, Zillow and Realtor.com), or every new lead. If you enrich broadly, set a daily enrichment cap in the same settings — leads past the cap simply wait for the next day, so a busy weekend can't drain your balance.

How many credits does an enrichment use?

1 to 3, depending on how much work your lead needs. One credit per data step that actually runs:

• Contact cleanup (1): email and phone validation.
• Contact discovery (1): reverse phone lookup for the person behind the number.
• Property intelligence (1): ownership, value, equity, mortgage, and structure data.

Note: Because DoEnrich is designed to qualify new inbound leads (which typically provide exactly one phone and email), it strictly evaluates only the primary (first) email and phone number on a lead. This protects your budget from being drained if you ever bulk-enrich old, legacy leads that have accumulated massive contact histories. You are never charged more than 3 credits to fully process a lead.

Steps that don't apply don't charge. A lead with no phone never pays for discovery. Every charge appears in your dashboard's activity feed with the resulting balance.

Why was my lead moved to Trash?

Two automatic cases, both documented in a note on the lead. Either it matched a known spam pattern (a placeholder name on a toll-free or robocall line, with no identity behind the number), or every email and phone failed validation and nothing new could be found, so there was nobody left to contact. Restore it from Trash any time; the note explains exactly what we found. Prefer to flag junk instead of trashing it? Turn off auto-trash in your settings.

What fields does DoEnrich write to my leads?

Custom fields require a CRM that supports them — currently Follow Up Boss. On CRMs without custom fields (like Sierra Interactive), you still get everything: all verification and property results are written into the lead's note, and the smart tags below are applied the same way — only the filterable field columns are unavailable.

Where supported, every field is prefixed “DE” so it groups together in your CRM and stays out of the way of your own fields. They're created automatically the first time you enrich. If one ever gets deleted or broken, click Verify & repair fields on your dashboard and it's recreated. All of these are filterable in your CRM's smart lists.

Verification (written on every lead):

• DE Verified Date: the date this lead was last checked. Email, phone, and DNC are all checked in the same pass, so this one date covers them. Re-tag #DoEnrich (after removing DoEnriched) to re-check and refresh it before a campaign.
• DE Email Status: Valid, Invalid, Catch-All, or Unknown.
• DE Phone Status: Active (a working line survived), Invalid (had a number, it's dead), or Unknown (no number on the lead).
• DE Phone Type: Mobile, Landline, Voip, or Unknown.
• DE DNC: Yes when a valid, callable number is on the federal or a state Do-Not-Call registry; No when we checked and it's clear; Unknown when the registry couldn't be checked. A DNC scrub goes stale over time, so re-verify before a campaign (remove DoEnriched and re-tag #DoEnrich).
• DE TCPA: Yes when a number was flagged as a TCPA litigator or complainer (those numbers are removed from the lead).

Ownership (written on every enriched lead):

• DE Homeowner Persona: Verified Homeowner, Likely Homeowner, Resident (Non-Owner), or Unconfirmed.
• DE Owner Occupied: Yes or No.
• DE Person Age: the person's age, when found.

Property (written when the lead is a verified or likely owner): DE Market Value, DE Estimated Equity, DE Mortgage Amount, DE LTV, DE Years Owned, DE Acres, DE Property Type, DE Neighborhood, DE Municipality, DE County, DE Zoning, and DE Tax Delinquent.

What does every tag mean?

Status

• DoEnriched: this lead has been processed. It also prevents double-charging; remove it and re-tag #DoEnrich to run again.

Contact risk

• TCPA Risk: a number was a TCPA litigator or DNC complainer. That number is removed; the tag warns you this lead has litigation or complaint history.
• On DNC: a valid, callable number is on the federal or a state Do-Not-Call list. The number stays (it works), but keep it out of cold-call action plans.
• VOIP: a kept number is a VoIP line.

Verdicts (applied even with auto-trash off, so you can smart-list what we'd have trashed and decide for yourself)

• Likely Spam: high confidence junk. The auto-trash verdict.
• Possible Spam: suspect only, flagged for your review. Never auto-trashed.
• Not Contactable: no valid emails or phones survived.

Homeowner & property (added when the data supports them, for verified/likely owners)

• Verified Owner: owner-occupied and the name matches the deed.
• Likely Owner: owner-occupied; last name matches the deed (probable spouse or family).
• Likely Resident: lives there but doesn't own it.
• High Equity: roughly $250k or more in equity, or 50% or lower loan-to-value.
• New Homeowner: bought in the last two years.
• Downsizer: 20+ years in the home with 4+ beds, or a senior tax exemption.
• Veteran: a veteran tax exemption on the property.
• Tax Delinquent: outstanding tax liens.
• Corporate Owned / Trust Owned: the deed is held by a company or a trust.

Can I stop you from deleting my contacts?

Yes. By default we clean up: invalid emails and dead or high-risk phone numbers are removed, and obvious email typos are fixed. If you'd rather we never touch your contacts, turn off “Remove bad emails and phone numbers” in your enrichment settings. In that mode we leave every email and phone exactly as the lead provided, and the DE Email Status and DE Phone Status fields plus the note still tell you what's valid and what isn't, so you can review or clean up on your own terms. This includes numbers on the DNC list or flagged as litigators; the tags and fields flag them, but nothing is removed.

When do you add an address to my lead?

By default, only when we can confirm the lead owns the property. It's written as a verified “home - owned” address you can filter on. If you'd rather always capture the address we find, including for renters or leads whose ownership we couldn't confirm, turn on “Always add the address we find” in your enrichment settings. Those are written as a plain home address and never marked owner-verified, so your owner filters stay clean.

Can I limit property matching to my market?

Yes. In Dashboard → Enrichment settings, list the two-letter states you work (e.g. “TX, OK”) and we'll only attach a property when it's in one of them. Leave it blank to accept matches anywhere. Contact validation isn't affected — emails and phones are always checked.

What happens if I run out of credits?

Nothing is lost. Leads that arrive while your balance is empty are held, and the moment you top up (or auto-refill kicks in) they're enriched automatically — no re-tagging needed. Turn on auto-refill in your dashboard and you'll never think about it.

Do credits expire?

No. Credits are prepaid and stay on your account until used. Turn on auto-refill in the portal and your balance tops itself up when it drops below the threshold you pick, with a daily safety limit.

How do I change my sign-in email?

Dashboard → Account → “Change billing email”. A confirmation link goes to the new address; the switch happens when it's clicked.

Something else?

Contact your DoEnrich representative.