Automated Lead Management: harnessing data-driven insights

ROC Real Estate, led by Ramon Casaus, operates in Phoenix, AZ, and Albuquerque, NM, relying on cold calls and outbound marketing to fill its pipeline—an expensive and often hit-or-miss process. Seeking better efficiency, they partnered with HouseCanary to deploy a propensity-to-sell machine-learning model that scores homeowners on their likelihood to list in the next 12 months.

Implementation Steps

  1. Data Calibration: ROC received 5,000 property records across five ZIP codes. Initially targeting only 99%-score homeowners, they found many already in market—proof the model was accurate.

  2. Refined Targeting: They shifted focus to homeowners scoring between 87–95%, unlocking a larger, actionable pool of off-market prospects.

  3. CRM & Dialer Integration: Using Brivity CRM for tracking and dialers for efficient calling, agents completed 5–6 follow-ups per contact, scrubbing bad numbers and verifying details.

  4. Funnel & Nurture: Verified leads moved into long-term marketing flows—home valuation reports and market updates—ensuring sustained engagement.

Tangible Outcomes

  • 4 confirmed listings, including two luxury homes valued at $1.2M and $1.5M.

  • 175 high-quality leads added to ROC’s nurture pipeline.

  • 10% projected conversion on nurtured leads over the next year—a dramatic improvement over random cold-call conversion rates.

Ramon Casaus sums it up:

“I haven’t found a better way to have high-quality conversations with sellers and build a robust database for ongoing marketing”.

By harnessing data-driven insights, ROC Real Estate transformed its outreach from shotgun to sniper precision—focusing effort where it counts and unlocking premium listings that traditional methods missed entirely.