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Use saved scenarios and lead activity to guide follow-up

NetMore saves property analyzer activity as scenarios so you can review the numbers, understand lead context, and follow up with a useful conversation.

Using NetMore4 min read

What a scenario represents

A scenario is a saved property analyzer session. It captures the property analyzer type, the public scenario link, the current inputs, and enough context to revisit the breakdown later.

Residential and commercial scenarios are stored as different property analyzer types, so the dashboard can show a consolidated view without losing property-analyzer-specific details. When a property address is present, it stays attached to the scenario and can be edited from the breakdown header.

The dashboard consolidates residential and commercial scenarios, lead counts, and follow-up entry points.

How leads connect to scenarios

Lead records attach to the scenario that generated them. A lead may come from a verified address submission, a quick report email request, a full contact request, or a report sent by the agent from the dashboard. This keeps follow-up anchored to the numbers and property context the seller actually reviewed.

When address capture is required, selecting a verified Google address can create or update the scenario and record an address-submit lead immediately, before the seller opens the full breakdown.

Lead history stays tied to the scenario so follow-up can reference the numbers the seller already reviewed.

How to follow up well

The strongest follow-up is specific. Refer to the seller's scenario, point to the major difference between the options, and ask whether they want to review payoff timing, cash upfront, risk, or total projected return.

  • Use the scenario link to reopen the exact breakdown.
  • Use lead history to see what the seller submitted.
  • Use the report request flow or dashboard send-report action when a seller wants a practical review.
  • Shared scenario links remain viewable by public ID, while stored changes require the original edit cookie or authenticated ownership.
  • Avoid treating the property analyzer as final advice or a binding offer.
The lead capture flow invites sellers to request a practical review while keeping the scenario context attached.

Educational use only

NetMore provides property analyzer scenarios and educational resources. It does not provide legal, tax, financial, lending, securities, or real estate advice. Deal terms should be reviewed with qualified professionals before they are used in a transaction.

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