New Client Intel Tool Taps Public Records to Compile Insights on Your Contacts

Real estate agents and brokers frequently use public records to gather information on properties—but what about using it to collect information on people?

That's what Secret Agent, a new client intelligence tool, aims to do. The solution taps public records data to provide demographic, financial, lifestyle and other information on an agent's sphere of influence. The information is served up in a 'dossier' of sorts that lets agents see data points that can help them connect with prospects or identify contacts who may be ready to list. The public records data is accessible from within Moxi Engage, a broker focused CRM from Moxi Works.

"Let's face it, the core of an agent's business is built upon a strong client base, but it's impossible to personally keep up with every single one. Secret Agent now does it for them," says York Baur, CEO of Moxi Works. "By reminding an agent to reach out to clients when their kids are heading off to college or letting them know the investment opportunities their clients care about, it frees up even more time for agents and keeps them on track."

Secret Agent collects and compiles the following types of information on clients and prospects:

• General demographics - Age, gender, median years of school completed
• Financial - Estimated home value, estimated household income, estimated net wealth, charitable donations
• Family - Marital status, number of children, age of children
• Lifestyle - Pets, interests, consumer purchasing habits
• And more