Create Targeted Leads in Vortex

Vortex.theredx.com

  1. 1. Username - kmccarty@kw.com

    Username - kmccarty@kw.com
  2. 2. Password - Mccarty2025!!

    If this ever does not work please email klrw1094@kw.com for the new password. Monday-Friday 9-5 responses.

    Password - Mccarty2025!!
  3. 3. Click on Login

    Click on Login
  4. 4. EXPIREDS

    EXPIREDS
  5. 5. You can see their NAME

    You can see their NAME
  6. 6. ADDDRESS

    ADDDRESS
  7. 7. WHEN IT EXPIRED

    WHEN IT EXPIRED
  8. 8. More details

    If you click on the name you can see additional details.

    More details
  9. 9. DNC!!!!

    TCPA Reminder for Prospecting (REDX Use)

    As you are prospecting using REDX and other dialing/texting systems, please ensure you are complying with TCPA guidelines at all times.

    • Do not call or text numbers listed on the Do Not Call (DNC) Registry

    • Do not use automated dialing or prerecorded messages without prior consent

    • When texting, ensure the individual has given permission or that your outreach complies with applicable regulations

    • Always identify yourself and your brokerage clearly at the start of communication

    • If someone asks to be removed or to stop contact, honor that request immediately

    Failure to follow TCPA regulations can result in significant fines and liability. It is your responsibility to ensure all outreach is compliant.

    DNC!!!!
  10. 10. To Export a List - Click on List View

    To Export a List - Click on List View
  11. 11. Click on GeoLeads

    Click on GeoLeads
  12. 12. Type in the address you want to prospect around.

    Type in the address you want to prospect around.
  13. 13. Click on Nearest 50,100, etc (MAX 200)

    Click on Nearest 50,100, etc (MAX 200)
  14. 14. Click on Filters

    Click on Filters
  15. 15. Click on any items you want to filter

    Click on any items you want to filter
  16. 16. Recommend: Years of Ownership 3+

    Recommend: Years of Ownership 3+
  17. 17. Property Type - recomennd house

    Property Type - recomennd house
  18. 18. CLICK ON CREATE LEADS

  19. 19. Click on the preset folder name

    Click on the preset folder name
  20. 20. Click on New Folder

    Click on New Folder
  21. 21. Type a name for the file that includes your name

    Type a name for the file that includes your name
  22. 22. Click on Confirm

    Click on Confirm
  23. 23. Click on Create

    Click on Create
  24. 24. Click on Create Leads

    Click on Create Leads
  25. 25. Scroll to the bottom and click on your list

    Scroll to the bottom and click on your list
  26. 26. Check the box to select all leads

    Check the box to select all leads
  27. 27. Click on More

    Click on More
  28. 28. Click on Download list (.csv)

    Click on Download list (.csv)
  29. 29. You can now use this CSV to import into your command or use as a call list.

    TCPA Reminder for Prospecting (REDX Use)

    As you are prospecting using REDX and other dialing/texting systems, please ensure you are complying with TCPA guidelines at all times.

    • Do not call or text numbers listed on the Do Not Call (DNC) Registry

    • Do not use automated dialing or prerecorded messages without prior consent

    • When texting, ensure the individual has given permission or that your outreach complies with applicable regulations

    • Always identify yourself and your brokerage clearly at the start of communication

    • If someone asks to be removed or to stop contact, honor that request immediately

    Failure to follow TCPA regulations can result in significant fines and liability. It is your responsibility to ensure all outreach is compliant.