Anyone have any suggestions for data and record management

[Tyler Hughes]

Hey all,

I am wondering what you guys use for data and record management like list stacking and just overall data management for your property records with and without owner phone numbers.

Notably, Excel will be able to accomplish what I’m talking about, but I’m wondering if there is a simpler option as there is defiantly a learning curve with Excel. It might be worth it to invest the time to learn how to do it all through Excel since I will have full control over my data, but also want to toss around some other ideas.

These are some things that I’m looking to do:

1. Have a central location for all property records with address, owner name and phone numbers if I have had it skip-traced and was able to get a hit (but also have records that were NOT hits after sending them for skiptracing.

2. Have the source or list tied to the records. For instance, if I pull a county tax default list make sure that that it is noted where the list came from.

3. Be able to filter records by list/source as some records will be from multiple lists. For example, a property that is on a list I pull of tax default, but also on a previous list I pulled of senior owned. 

4. When I pull new list be able to see if any of the new records are on my previous lists and which ones. 

5. Have control over my own database. I understand this can be done through services like BatchLeads or DealMachine with list stacking, but I have tried to do this with deal machine and was never able to upload an external list. I saw RESimpli has a list stacking feature, but never tried it maybe someone can shed some light on their experience with that. Also, I don’t want to reply on an extremely expensive monthly subscription just to manage my data base. 

6. Most importantly: Be able to identify if I already have the owner phone numbers in my own database before sending a new list to be skip-traced. With the tax default example I used above: after pulling that list, I may realize I have the owner info for a lot of those properties already in my database from lists that I sent to get skip-traced in the past.

I’m trying to think how I would do this in Excel. It may work to have each list separated in a different file and a column all the way on the right that identifies the list source. Then have a master file with a power query that pulls in all the data from the individual files/lists. Obviously there will be duplicates, but I don’t want it to remove duplicates in this master file but simply identify all the sources/lists where the record appears. 

Any advice is greatly appreciated👍🏻