FreedomSoft includes a built-in skip tracing system that lets you obtain phone numbers and email addresses for property owners. Skip tracing is a powerful tool, but you should always comply with cold calling regulations and CAN-SPAM email regulations before using the data.
Running a Skip Trace
Step 1 – Select Your Records
Go to the List, Campaign, or Workspace that contains the records you want to research.
Note: skip tracing works for individuals but not for corporations, trusts, or banks.
Step 2 – Start a Skip Trace
Click Skip Trace Records in the orange More Actions button.
Step 3 – Map Your Fields
Drag the blue rectangles (from your file) to the appropriate fields on the left. FreedomSoft needs at least the full name and mailing address for an effective skip trace. Then click Confirm Skip Trace.
Step 4 – Place Your Order
Click Skip Trace Leads to continue. If you don’t already have credits, you can purchase them during this process. Buying credits in bulk provides discounts.
Step 5 – Review the Order Summary
By default, two safety checks will apply:
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Apply DNC Flag – Highlights numbers on the National DNC Registry (yellow).
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Apply Known Litigator Flag – Highlights numbers tied to past TCPA litigation (orange).
You can remove these flags, though it is not recommended.
Step 6 – Submit Your Order
Enter or verify your credit card information, then click Submit Order.
Step 7 – Track Orders
Go to the skip trace page (magnifying glass icon > Orders tab) to view current or past orders.
Step 8 – Monitor Results
Click into an order to view its status. As data is found, phone numbers and emails are automatically added to each record in your account.
Step 9 – Review Order History
You can see a complete status of all past skip trace orders under the Orders tab.
Important Note: Credits are only charged when data is successfully returned. You are not billed for records where no information is found.
To learn more about purchasing skip trace credits in FreedomSoft, click HERE.