Brokerage wastes time cold calling the same static owner list every quarter instead of prospecting based on recent trigger events that indicate a likely sale.

Workarounds Described

• Uses trigger events manually researched (new loans, hold period, unpaid taxes) instead of static list
• Static owner list in spreadsheet used for quarterly dialing

Implied Software Gaps

• Automated monitoring of public records for trigger events
• Dynamic list management that flags when an owner has a reason to sell

TriggerPoint CRM

A CRM that automatically enriches owner contact lists with real-time trigger events (loan recordings, tax liens, ownership duration) to surface high-intent prospects. It replaces quarterly shotgun dialing with dynamic, event-driven call lists, increasing conversion rates and saving hours.