Smart Filtering for Home Improvement Leads – Effortless Tool to Revive Aged Leads
Revive aged leads, pre-qualify homeowners, and book Smart Appointments automatically.
What is Smart Filtering?
DealerBridge’s Smart Filtering uses Experian data to find ideal matches—verified homeowners with the right property and credit profile.
Your old leads become pre-qualified, appointment-booked opportunities
Identifies Ideal Homeowners
Immediately identify homeowners who are ideal buyers using Experian Credit Attributes including income and credit worthiness.
Analyzes Property Information
Using the Experian Property Attributes, for age and size, creating an additional filter to match home upgrades ideal for this specific home.
Generates Smart Savings Plans
See relevant upgrades, monthly payments, home value increase and potential energy savings for every highly filtered lead.
Appointment Filtering
Ready to Book leads are lastly filtered for dealers and non-competing dealers through cross-booking allowing for maximum revenue.
Why Smart-Filtering is a Game Changer, Smart Move, Revenue Builder for Dealers
Most follow-up is manual, slow, and aimed at the wrong people.
Smart Filtering uses AI to qualify leads instantly, verify homeowners, and send custom offers—so only the best prospects move forward.
More speed. Less effort. Higher return.
Focus on Verified Homeowners
Smart Filtering uses verified property and credit data to ensure you’re only targeting real homeowners—qualified and financially able to say yes.
Stop Chasing Leads
Our system delivers value-first messaging with Smart Savings Plans that educate and motivate—so outreach feels helpful, not salesy.
Filtered for Higher Conversions
Leads aren’t just warmed up—they’re pre-qualified and educated and confirmed appointment. That’s why Smart Appointments close at a much higher rate.
Revenue from Every Direction
Even if a lead isn’t right for your product, Smart Filtering enables cross-booking with other dealers—earning you revenue from leads you’d normally lose.
What Makes Smart Filtering Different from CRM;s or Sales Support
Unlike tools that just tag leads, Smart Filtering qualifies them.
It combines verified data, deep logic, and real-time engagement in one engine.
How to Get Started with Smart Filtering
It takes just minutes to turn your old lead list into a pipeline of high-converting, pre-qualified appointments.
Upload Your Leads
Easily import your aged leads from your CRM, spreadsheets, or third-party sources. No formatting, no cleaning—just drop them in and let the system handle the rest.
Set Filters
Choose your targeting preferences: home type, value range, credit profile, or product category. Our AI will use these rules to filter for ideal matches using Experian-backed data.
Check Schedule
The system delivers Smart Savings Plans to qualified leads, and the chatbot handles appointment booking automatically—no chasing, no calling, just confirmed appointments in your calendar.