We’re excited to have you onboard! Whether you're looking to scale your business or just getting started, REISift helps bring clarity, consistency, and efficiency to your marketing and deal flow.
Start by watching our Welcome Video below for a quick tour:
Dashboard Overview
When you first log in, you’ll see your Dashboard. This gives you a quick snapshot of your data:
Total Records in your account
Skipped vs. Not Skipped records
New Vacant Records, updated monthly through our vacancy check
Your Monthly Upload Limit
Your Available Credits (shown at the top of your account)
You can also purchase credits and reach out to our support team through chat at any time from the top bar.
Step 1: Add Records
Let's start by adding records to your account. You can either pull lists directly from REISift using SiftMap, or upload your own list.
To add from SiftMap:
Click SiftMap in the sidebar
Enter your market area in the search bar
Use our Prospect List Presets or additional filters
Select your results and click Add to Account
➡️ See the full tutorial: Getting Started with SiftMap
To upload your own list:
Click Upload File → Add Data
Select Adding properties to an Existing list and choose the list you want to upload to from the dropdown menu.
If uploading to a new list, select “Uploading a new list not in REISift yet” and name the list
➡️ Learn more here: Uploading New Records
Step 2: Connect Your Tools
Head to Settings → Integrations to connect REISift with your dialers, texting platforms, PPL Services, or Carrot site.
We can set up the integrations for you if you need to connect:
Calltools
Readymode
Launch Control
Smarter Contact
Google Forms + Zapier
Carrot + Zapier
PropertyLeads + Zapier
iSpeedToLead + Zapier
➡️ Please submit this form and we will start working on your integration: REISift Integration Request
To integrate with Aircall, smrtPhone, smrtDialer, Plivo, or Twilio see the guides below:
Aircall
Setting Account Time Zone
Under Settings -> Profile, click the pencil icon above the timezone, type in then select your locations time zone.
❗Important: Please don't skip this step! The timezone affects when tasks are due.
Step 3: Understand your Pre-Built Workflows
Your account comes with pre-configured workflows for:
Lead Management
Acquisitions
Transactions
These workflows include:
Default Lists, Tags, and Statuses
SiftLine Boards for visual pipeline management
Pre-set Tasks and Sequences to automate follow-ups
Filter Presets to quickly filter for records with tasks.
How it works:
When you change the property status to New Lead, a follow up task is created automatically, and the lead is added to your New Lead phase in SiftLine.
As you work the lead and move it through the different phases such as Hot, Warm, or Cold, REISift automatically schedules future follow-up tasks based on those stages and updates the property status.
When a lead is ready for an offer, move it to Acquisitions. Once it goes under contract, it will shift to Transactions, where you’ll manage the deal through closing (or fell-through).
There are also default boards to help manage your exit strategies like wholesaling, flips and rentals.
➡️ For an in depth look at your workflows please see: Unlock the Power of Your REISift Account
Step 4: Invite Your Team
Solo users can skip this step. If you're working with a team, go to Settings → User Management to add team members.
➡️ Use this guide for assigning roles and permissions.
After your team is added:
Delegate Tasks: Go to the Tasks page → Configure Presets → Click the 3 dots to edit and assign tasks by user or role.
Update SiftLine Board Permissions: Open any board → Click Edit → Assign permissions:
Just Read - view only
Read & Write - View and Move Cards
Admin - Full control (view, move, edit, delete)Assigning New Lead Records: Go to Sequences → Lead Management, open the Call New Lead sequence, click Make Changes, and set the assignee
Step 5: Start Marketing
Now you’re ready to start filtering, skip tracing, and launching your first campaign.
➡️ Watch a full walkthrough: Building a Marketing Campaign for Off-Market Real Estate in Less Than 30 Minutes
Need Help?
Check the linked guides in this article for more info. Our Help Center has even more walkthroughs—browse by category or search by keyword.
💬 If you need assistance, just click Talk to Us from inside your account to chat with a Support Ninja.
Next Steps
See Unlock the Power of Your REISift Account for more details on your pre-built workflows and lead management tips.
Then watch a real campaign from start to finish: Building A Marketing Campaign For Off Market Real Estate in less than 30 Minutes