Lead Capture Guide

Lead Capture

Path: /d4d/capture
Access Level: All D4D Users
Best Used On: Mobile Device (Field Work)

Overview

Lead Capture is the heart of the D4D system - a mobile-optimized form for capturing distressed property leads while driving through neighborhoods. The system is designed for speed, accuracy, and offline functionality.

Key Features

  • šŸ“ GPS Auto-Location - Automatically captures your current location
  • šŸ“· Photo Capture - Take multiple property photos
  • šŸŽ¤ Voice Input - Dictate notes hands-free
  • šŸ’¾ Offline Mode - Works without internet connection
  • āš” Quick Capture - Save leads in under 60 seconds
  • šŸ† XP Rewards - Earn XP and bonuses for each capture

Step-by-Step Capture Process

Step 1: Navigate to Capture

Access Methods:

  • Click "Capture Lead" on Dashboard
  • Use Quick Actions bar
  • Navigate to /d4d/capture
  • Keyboard shortcut: Ctrl+N or Cmd+N
  • Mobile: Tap FAB (Floating Action Button)

Step 2: GPS Location (Automatic)

How it Works:

  1. System requests GPS permission (first time only)
  2. Automatically captures current latitude/longitude
  3. Displays coordinates at top of form
  4. Shows accuracy indicator (Ā±10ft, Ā±50ft, etc.)

GPS Display:

šŸ“ Current Location: 40.7128Ā°N, 74.0060Ā°W
šŸŽÆ Accuracy: Ā±15 feet

Manual Override:

  • Use "Manual Address" toggle if GPS unavailable
  • Enter address manually
  • System will geocode address to get coordinates

Best Practices:

  • Stand close to the property for better accuracy
  • Wait for GPS lock before saving (green indicator)
  • Ensure location services are enabled on device

Step 3: Property Address

Auto-Fill Options:

Option 1: Address Autocomplete (Recommended)

  1. Start typing street address
  2. Suggestions appear from Google Places API
  3. Select matching address
  4. City, state, ZIP auto-populated

Option 2: Manual Entry

  • Enter each field individually
  • Street Address (required)
  • City (required)
  • State (required)
  • ZIP Code (required)
  • Unit/Apt (optional)

Address Validation:

  • Real-time validation as you type
  • Highlights missing required fields
  • Warns of duplicate leads at same address

Step 4: Property Details

Property Type (Required)

Select from categorized list:

Residential:

  • Single Family
  • Multi-Family (2-4 units)
  • Multi-Family (5+ units)
  • Condo
  • Townhouse
  • Mobile Home

Commercial:

  • Office
  • Retail
  • Industrial
  • Warehouse
  • Mixed-Use

Land:

  • Vacant Lot
  • Farm/Ranch
  • Recreational

Other:

  • Other (specify in notes)

Property Condition

Overall Condition Score:

  • Excellent (1-2)
  • Good (3-4)
  • Fair (5-6)
  • Poor (7-8)
  • Very Poor (9-10)

Step 5: Distress Indicators

Visual Checklist of common distress signs:

Exterior Issues

  • ā˜ Overgrown Yard/Landscaping
  • ā˜ Deferred Maintenance
  • ā˜ Damaged Roof
  • ā˜ Broken Windows
  • ā˜ Peeling Paint
  • ā˜ Cracked Foundation
  • ā˜ Damaged Siding

Occupancy Indicators

  • ā˜ Appears Vacant
  • ā˜ For Sale Sign (FSBO)
  • ā˜ For Sale Sign (Listed)
  • ā˜ Foreclosure Notice
  • ā˜ Notice of Default
  • ā˜ Eviction Notice

Other Signs

  • ā˜ Trash/Debris Accumulation
  • ā˜ Vehicles in Disrepair
  • ā˜ Boarded Windows
  • ā˜ Missing/Damaged Fence
  • ā˜ Pool in Disrepair

How to Use:

  1. Check all that apply
  2. System auto-calculates distress score
  3. More indicators = higher distress score
  4. Manual override available

Step 6: Distress Score

Scale: 1-10 (10 = highest distress)

Auto-Calculation

  • Based on checked distress indicators
  • Weighted by severity
  • Suggested score displayed

Manual Entry

  • Override auto-score if needed
  • Use your professional judgment
  • Add notes explaining your reasoning

Score Guide

ScoreLevelTypical Characteristics
1-3LowMinor cosmetic issues, occupied, well-maintained
4-6MediumVisible repairs needed, possible vacancy, moderate neglect
7-9HighMajor repairs required, likely vacant, significant distress
10ExtremeSevere damage, condemned, possible teardown

Step 7: Photo Capture

Recommended Photos:

  1. Front elevation (required)
  2. Street view
  3. Close-ups of damage/distress
  4. Rear/side views (if accessible)
  5. Yard condition
  6. Notable features

Photo Capture Methods

Option 1: Camera (Recommended)

  1. Tap "Take Photo" button
  2. Camera opens
  3. Frame property in viewfinder
  4. Tap capture button
  5. Confirm or retake

Option 2: Upload from Gallery

  1. Tap "Choose from Gallery"
  2. Select existing photos
  3. Can select multiple at once

Photo Best Practices

  • āœ… Take photos in good lighting (avoid harsh shadows)
  • āœ… Hold phone horizontally for wider shots
  • āœ… Include full property in frame
  • āœ… Take close-ups of specific damage
  • āœ… 3-5 photos typical, 10 photos maximum
  • āŒ Don't include people in photos
  • āŒ Avoid blurry or dark images
  • āŒ Don't trespass for photos

Photo Management

  • Reorder: Drag and drop thumbnails
  • Delete: Tap X on thumbnail
  • Preview: Tap to view full-size
  • Compress: Auto-compressed for faster upload

Offline Photo Storage

  • Photos stored locally if offline
  • Auto-uploaded when connection restored
  • Thumbnail preview generated immediately
  • Full resolution preserved

Step 8: Notes & Details (Optional)

Quick Notes Field

Free-form text area for:

  • Additional observations
  • Property characteristics
  • Neighborhood context
  • Motivation indicators
  • Next steps

Voice Input:

  1. Tap microphone icon
  2. Speak your notes
  3. System transcribes automatically
  4. Edit transcription if needed

Structured Details (Optional)

Owner Information:

  • Owner name
  • Owner phone
  • Owner email
  • Owner mailing address
  • Absentee owner flag

Property Details:

  • Estimated square footage
  • Number of bedrooms
  • Number of bathrooms
  • Year built
  • Lot size
  • Parking type

Financial Info:

  • Estimated value
  • Tax assessment
  • Tax amount
  • Mortgage status
  • Lien information

Note: Owner info can be researched later via skip tracing

Step 9: Priority & Status

Priority Level

  • šŸ”“ High - Hot lead, immediate action
  • šŸŸ” Medium - Qualified, follow up soon
  • šŸŸ¢ Low - Cold lead, long-term potential

Auto-Priority Suggestions:

  • High distress score (8-10) ā†’ High priority
  • For Sale signs ā†’ High priority
  • Foreclosure notices ā†’ High priority
  • Low distress (1-3) ā†’ Low priority

Initial Status

Default: "New"

Other options:

  • New (just captured)
  • To Research
  • To Contact
  • Researching

Note: More statuses available in Lead Management

Step 10: Save & Rewards

Save Button

  • Large button at bottom
  • Disabled until required fields complete
  • Shows "Saving..." with spinner
  • Success confirmation

Offline Saves

  • Saves to local storage immediately
  • "Syncing..." indicator appears
  • Auto-syncs when online
  • Queue status visible in header

XP & Gamification Rewards

Base Rewards:

  • Lead Captured: 50 XP
  • Photos Added: +5 XP per photo (max 50 XP)
  • GPS Coordinates: +10 XP
  • Complete Profile: +25 XP (all details filled)
  • High Distress: +15 XP (score 8+)

Bonus Multipliers:

Speed Bonus:

  • Under 3 minutes: 1.5x XP
  • Under 2 minutes: 2.0x XP
  • Under 1 minute: 2.5x XP

Combo Bonus:

  • 2+ leads in 30 min: 1.25x
  • 3+ leads in 30 min: 1.5x
  • 5+ leads in 30 min: 2.0x

Streak Bonus:

  • 7-day streak: +10% XP
  • 30-day streak: +25% XP
  • 100-day streak: +50% XP

Example Calculation:

Base XP: 50 (lead) + 25 (photos) + 10 (GPS) + 25 (complete) = 110 XP
Speed Bonus: Ɨ2.0 (under 2 min) = 220 XP
Combo Bonus: Ɨ1.5 (3rd lead in 30 min) = 330 XP
Streak Bonus: +25% (30-day streak) = 412 XP
Total Earned: 412 XP šŸŽ‰

Visual Feedback

XP Popup:

  • Animated XP counter
  • Shows calculation breakdown
  • Celebrates milestones
  • Auto-closes after 3 seconds

Badge Unlocks:

  • Modal for new badges earned
  • Badge animation
  • Description of achievement
  • Share button

Level Ups:

  • Full-screen celebration
  • New level announced
  • Unlocked features listed
  • Confetti animation

Records Broken:

  • Toast notification
  • Shows old vs new record
  • Leaderboard impact
  • Social sharing option

Advanced Features

Bulk Capture Mode

When to Use:

  • Capturing many leads in one area
  • Speed is priority
  • Same neighborhood/property type

How it Works:

  1. Enable "Bulk Mode" toggle
  2. Pre-set common values (property type, status)
  3. Capture form remembers last values
  4. Reduced fields for faster entry
  5. Auto-increment house numbers on same street

Benefits:

  • 30-50% faster captures
  • Fewer repeated selections
  • Auto-populated common fields
  • Maintain accuracy

County Lookup Integration

Automatic Property Research:

  1. After saving lead, "County Lookup" button appears
  2. Click to fetch public records
  3. System searches county assessor database
  4. Auto-fills:
    • Owner name
    • Property details (beds, baths, sqft)
    • Year built
    • Tax assessment
    • Lien information

Availability:

  • Depends on county data access
  • Some counties require API key
  • Free tier: 10 lookups/day
  • Paid plans available

AI Property Analysis

Beta Feature:

  1. Upload property photos
  2. AI analyzes visible damage
  3. Suggests distress indicators
  4. Estimates repair costs
  5. Proposes distress score

How to Enable:

  • Tap "Analyze with AI" after uploading photos
  • Processing takes 10-30 seconds
  • Review and confirm AI suggestions
  • Learn from AI insights

Capture Workflows

Workflow 1: Street-by-Street Driving

Best for: Systematic neighborhood coverage

  1. Start at beginning of target street
  2. Drive slowly, passenger spots properties
  3. Pull over when distressed property found
  4. Capture lead with GPS (don't trespass)
  5. Take photos from street/curb
  6. Continue to next property
  7. End of street: Review captures, optimize route

Tips:

  • Two-person teams work best
  • Use Bulk Mode for efficiency
  • Set daily street goal
  • Track neighborhood coverage

Workflow 2: On-Foot Walking

Best for: Dense neighborhoods, urban areas

  1. Park in central location
  2. Walk systematic pattern (grid)
  3. Capture leads on mobile device
  4. Take photos immediately
  5. Voice notes for hands-free operation
  6. Return to vehicle, sync captures

Tips:

  • Wear comfortable shoes
  • Bring backup battery
  • Use voice input for notes
  • Map out walking route first

Workflow 3: Quick Drive-By

Best for: Time-limited prospecting

  1. Drive main roads through target area
  2. Only stop for obvious distress (8-10 score)
  3. Quick capture (under 1 minute)
  4. Minimal photos (1-2)
  5. Follow up research later
  6. Maximize lead quantity

Tips:

  • Focus on high-value properties
  • Use speed bonuses to your advantage
  • Research details later at desk
  • Good for building initial pipeline

Mobile Optimizations

Touch-Friendly Interface

  • Large buttons (44Ɨ44pt minimum)
  • Generous padding between elements
  • Swipe gestures for navigation
  • Pinch-to-zoom on photos

Battery Saving

  • GPS only active during capture
  • Photos compressed before upload
  • Background sync when charging
  • Low-power mode detection

Data Usage

  • Photo compression (30-50% smaller)
  • Batch uploads on WiFi
  • Offline mode for no-data areas
  • Download map tiles in advance

Keyboard Shortcuts (Desktop)

ShortcutAction
Ctrl+SSave Lead
Ctrl+PAdd Photo
Ctrl+VVoice Input
TabNext Field
Shift+TabPrevious Field
EscCancel Capture

Troubleshooting

GPS Not Working

Symptoms: "Location unavailable" message

Solutions:

  1. Check browser location permissions
  2. Ensure device location services enabled
  3. Move to open area (away from buildings)
  4. Wait 30-60 seconds for GPS lock
  5. Use manual address entry as backup

Photos Not Uploading

Symptoms: Photos stuck in "Uploading..." state

Solutions:

  1. Check internet connection
  2. Wait - photos upload in background
  3. Check storage space on device
  4. Use WiFi for large batches
  5. Check offline queue status

Form Not Saving

Symptoms: Save button disabled or errors

Solutions:

  1. Fill all required fields (marked with *)
  2. Check address format
  3. Ensure at least one photo
  4. Check for duplicate address warning
  5. Try refreshing page

Duplicate Lead Warning

Symptoms: "Lead may already exist" message

Solutions:

  1. Search existing leads first
  2. Check address spelling
  3. If different unit, add unit number
  4. Update existing lead instead of creating new
  5. Override if truly different property

Tips for Maximum Efficiency

āš” Speed Tips

  1. Use Bulk Mode for same-street properties
  2. Enable autofill for common fields
  3. Take photos first, details later
  4. Voice input for notes
  5. Pre-select your typical property type

šŸŽÆ Accuracy Tips

  1. Always use GPS when available
  2. Take front elevation photo first
  3. Check distress indicators carefully
  4. Add context in notes
  5. Verify address before saving

šŸ† XP Maximization

  1. Maintain daily streak (even 1 lead)
  2. Build combos during focused sessions
  3. Complete all fields for bonus XP
  4. Take quality photos (bonus XP)
  5. Use speed bonuses strategically

šŸ“± Mobile Best Practices

  1. Charge device before field work
  2. Download offline maps
  3. Enable auto-sync on WiFi
  4. Use voice input while driving
  5. Install PWA for best experience

Related Guides

ā† Back to Dashboard | Next: Lead Management ā†’

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