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Build an Agent Database: Automate Contact Gathering

Build an Agent Database: Automate Contact Gathering

Leverage AI to expand your network of real estate agents across multiple states, saving time and unlocking new referral opportunities.

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Written by Lutra
Updated over 3 months ago

Lutra can help you perform targeted web research to gather agent contact info—such as names, emails, phone numbers, and brokerage details—into a single, organized spreadsheet.

Below are some top use cases for expanding your agent database.

Agent Database Use Cases

  1. Target the Right Agents

    • Extract contacts from realtor boards or online directories to pinpoint active, high-producing agents.

    • Access relevant details like licenses, recent sales, or brokerage affiliations.

  2. Contact Data Extraction

    • Use web research to find agent emails, phone numbers, and social links from public sites (e.g., brokerage “About Us” pages, Zillow or local MLS directories).


Lutra’s Capabilities

Web Research

  • Web Scraping & Data Harvesting: Extract lists and tables from public directories or association websites to scrape agent contact details.

  • De-Duplication & Data Matching: When performing web research, Lutra can identify conflicting info across multiple sources.

Out of the Box Integrations

  • Spreadsheets & Docs: Save data directly into Google Sheets or Excel for quick sorting and filtering.

  • CRM Platforms: Sync results into systems like HubSpot, enabling follow-up sequences for new agents.

AI-Powered Analysis

  • Performance insights: Lutra can often detect mentions of an agent’s sales, awards, or specializations if publicly listed, helping you prioritize whom to contact.

Playbooks

  • Reusable automations: Once your data-gathering workflow is perfected for one region, convert it into a Playbook. Reuse and adapt it for new regions without starting from scratch.


How to Use Lutra

  1. Start a Chat: You can prompt Lutra to extract a list from Zillow, for example:

    1. “Extract a list of real estate agents in Boise, ID from https://www.zillow.com/professionals/real-estate-agent-reviews/boise-id/?page=1.

      Collect agent name, price range, number of sales in last 12 months, and link. Do this for 3 pages and save it to a Google sheet.”

  2. Connect or Upload Data

    • Connect : Direct Lutra to relevant websites (e.g., local real estate boards).

    • Upload : Provide a partial list you already have; Lutra can fill in missing details.

  3. Refine & Verify

    • If any details are missing or you want advanced search filters (e.g., ‘go to each agent's page and extract out their ratings, num reviews, and summary of reviews’), just tell Lutra.

    • Confirm data accuracy and remove duplicates.

  4. Export & Automate

    • “Save everything to a Google Sheet” or “Sync this to HubSpot as a new contact list.”

    • Turn the process into a Playbook for quick repetition in other states.


Starter Playbooks


Tips for Best Results

  • Be Specific: Provide the websites or directories you trust for accurate data.

  • Start Small: Test on a few example agents, or in one city or county to ensure accuracy first before scaling it up.

  • Iterate & Feedback: If Lutra’s initial scrape lacks phone numbers, ask it to “be sure to extract the phone numbers.”

  • Automate: Schedule a monthly or quarterly run to keep your agent database fresh.

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