Quick Start Guide
Get up and running with Capitalize in just a few minutes. Follow these steps to start prospecting.
Log In & Verify Your Premium Access
Your account is fully set up with premium access enabled. Log in now to confirm all features are active and ready to use.
Setting Up Your Account
Type your target location into the search bar and select the correct option under "Places" in the dropdown. Add as many locations as you'd like. When you're finished, click Search to apply your selections.
Requesting Borrowers
Under Borrower Name, click into any deal and select "Request Borrower Info." This will provide you with the contact information for the owners tied to that property.
Bulk Requesting
If you want to request contact information for multiple deals at once, click Location, select all deals on the page, and submit a bulk request with a single click.
Exporting Your Leads
From the Borrowers tab in the left-hand panel, you can easily export your leads as a CSV or XLS file.
It's important to export from this page specifically — this is the only place where you'll receive both the contact information and the property data in your download.
Filters
When you're in the Borrowers tab, adjust the filter to "Fulfilled" to see the leads where contact information has already been delivered.
Export Preferences
We allow you to personalize your CSV or XLS export so you can choose exactly which fields you want included. You can adjust these settings at the bottom of the Borrowers tab under "Export Preferences."
How to Download Your Leads
Once your export preferences are set to match your CRM or personal workflow, you're ready to download your leads. You can export in two ways:
Export all leads on the page — Click the checkbox next to Lead Status at the top of the table. This will select every lead shown on the page.
Export specific leads — Click the checkbox next to each individual lead you want to download.
After selecting your leads, click Export Selected and your CSV or XLS file will download directly to your computer.
Frequently Asked Questions
Each of our users receive 600 borrower requests a month.
Once you save a search in the system, we begin recommending free leads based on the market you're targeting. You can find these in the Borrowers section under "Recommended."
While we don't currently offer a direct API connection to CRM platforms, you can easily export your leads from the Borrowers tab as a CSV or XLS file. These export files allow you to choose the exact line items you want, making it simple to match your existing CRM structure.
Need Additional Help?
If you get stuck at any point, reach out directly or book a support call so we can walk you through your next steps.