As you import a list into OLM InvestorHub there are a series of workflows that occur behind the scenes to get your data into tip-top shape.


When importing a Lead List, the following actions are taken:

  1. Address validation, correction, and standardization: The system will run all property and mailing addresses through the USPS database to ensure addresses are valid in their original state and if not, will update them to be valid. The system will also standardize all addresses in USPS format to ensure successful delivery.
  2. Undeliverable Check: The system will run the mailing addresses against the USPS database to identify if the address is mailable or not. If it is mailable, the system will record Yes in the Validated Address field within the lead. If it is not mailable, the system will record No in the Validated Address field.
  3. Vacant property check: The system will check each property address to see if it is flagged as a vacant property by the USPS. If it is found to be vacant, the Lead List Type of Vacant will be added to the lead. Unless the lead list being imported is a Vacant List, the lead will then become a Super Lead since it will be on 2 lists - your Imported Lead List and a Vacant List.
  4. Absentee check: The system will look for non-matches between the property address and mailing address. If a non-match is found, the Lead List Type of Absentee will be added to the lead. Unless the lead list being imported is an Absentee List, the lead will then become a Super Lead since it will be on 2 lists - your Imported Lead List and an Absentee List.
  5. Deduplication check: The system will dedup your lead list and your database to ensure only one record with the property address is present in your database.
  6. Multi-Property owner check: The system will check the lead list and database to identify if there is more than one property address associated with the same mailing address. If so, a Multi-Property Owner tag will be automatically applied to the respective leads, including those leads already in your database.
  7. Super Lead identification: The system will check to see if any of the leads in your lead list are present in your database. If so, it will check to see if the property is already on the Lead List Type that you are importing. If so, the system will remove the duplicate and not import it. However, if the lead is not already on the Lead List Type, the system will still remove the duplicate but will also add the Lead List Type to the lead already in the system. Since this would increase the number of Lead List Types that the lead is on, the system would change this lead to a Super Lead.


When Updating Undeliverables, the following actions are taken:

  1. Address validation, correction, and standardization: The system will run all property and mailing addresses through the USPS database to ensure addresses are valid in their original state and if not, will update them to be valid. The system will also standardize all addresses in the USPS format to ensure successful delivery.
  2. Updates existing leads: The system will search your database for matching property addresses. When located, the system will change the mailing address to the imported mailing address and will move the old mailing address to the Address History section within the lead. The system will also update a lead's name, if there is a change, and the status from Undeliverable to Active and push it back into the Leads page.



When importing a Removal List, the following actions are taken:

  1. Address validation, correction, and standardization: The system will run all property and mailing addresses through the USPS database to ensure addresses are valid in their original state and if not, will update them to be valid. The system will also standardize all addresses in USPS format to ensure successful delivery.
  2. Updates existing leads: The system will search your database for matching property addresses. When located, the system will change the lead's status to the status that you selected during import and push the lead into the Removed Leads page.
  3. Creates new leads: if the system does not identify a matching property address, it will create a new lead with the status that you selected during import and save the lead in the Removed Leads page.