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Owner Optimizer Wizard

In this article we will take about the owner optimizer wizard (aka data append) and how the wizard estimates costs

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Written by steve Hundley

TheGenie has a patent-pending Optimization System that aggregates data from the top national data brokers. This means that we don't fetch from just one source but MANY! We use the latest available owner data (fetched and loaded daily) and pass it through each provider and then we select the most relevant and timely data to return in your file.

The Basic Optimize includes Emails & Phone Numbers.
The Pro Optimize includes Emails, Phones, Demographic and Financial Profiles

When going through the wizard, you will be prompted to select a File Type.
The File Types differ in various ways, but the main thing to understand is that Facebook File Type will split properties with TWO owners into two separate lines. The reason for this is that you want the greatest audience saturation when using social media, so this ensures we attempt to get on the Facebook feed of BOTH owners. 

Once you get started on the wizard you will find this screen:

In most cases, your partner will have saved a single owner segment per area. But in some cases you might have different choices, such as Owner Occupied, Non-Owner Occupied, 10+ Years in Home, 3+ Bedroom, etc. You select the segment you wish to optimize with data. Should you want to segment further, you can connect with your partner or upgrade to a paid plan.
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The next step will allow you to choose Basic or Pro optimize, as you can see in the screen below, we show you the amount of owners in your selected segment and a price. This price is calculated real-time and accounts for any remaining credits you have in your account as well as any and all current promotions or discounts.
NOTE: We do NOT know how many final results we will get until after the file is optimized. Estimated match rates as March 2020: 45% for Emails, 72% for Phones, 85% for each Demographics and Financial Profiles.

The next and final step is to review your selection:

Here you will be presented with what Area, Segment and Options you chose (Basic or Pro). You may be asking yourself here "What are Data Optimize Credits?". We use credits to give you ultimate transparency as to how much of your investment was actually spent. In most cases our estimator is HIGHLY accurate, but sometimes you may be left with extra credits (as shown on your My Profile page). These extra credits can be used towards future purchases or should you want to have any refunded to your payment method you must request this via Live Chat within 24 hours of your purchase.

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