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How to Use AutoPilot in Portflolio Finder

AutoPilot turns any saved Portfolio Finder search into a weekly, hands-off lead stream. Every Monday morning, we deliver a CSV with up to 25 validated leads to your inbox - and, if you enable CRM sync, we also add them to your CRM.

Prerequisites

  • Access to Portfolio Finder

  • (Optional) CRM connection with appropriate permissions

Step 1 - Run a Search and Save It

  1. Open Portfolio Finder and set your filters (market, property type, minimum quantity, etc.).

  2. Click Save Search and give it a clear name.

AP 1 - save search

 

Step 2 - Open Your Saved Searches

  1. In the Portfolio Finder menu, click Saved Searches.

AP 2 - saved searches menu

You’ll see your saved searches list. At the top is the AutoPilot panel.

 

AP - Menu to Choose Search

Step 3 - Enable AutoPilot

  1. In the AutoPilot section, select the saved search you want to enroll.

  2. In addition to email delivery, leads can be placed directly into your CRM.  Toggle Add to CRM to enable this function, and choose the CRM destination options.

  3. Lastly, click Enable to activate AutoPilot 

What Autopilot does each week

  • Prioritizes FRBOs, accidental landlords, and recent acquisitions

  • Skip traces and verifies emails to minimize bounces

  • Enriches contacts with additional deliverable emails and LinkedIn/social when available

  • Delivers a CSV (up to 25 leads) every Monday morning.

 

Step 4 - Choose Email Recipients

Decide who on your team receives the Monday email + CSV:

  1. Go to Settings → Portfolio Finder → Autopilot.

  2. Add or remove recipients.

AP - Notification Menu

 

FAQs

Does this cost extra?
No. Autopilot is included with Portfolio Finder.

Can I run multiple Autopilots?
At launch, one saved search can be enrolled at a time.

Why are some weeks under 25?
We only deliver validated contacts. Some markets/filters yield fewer in a given week.

My CRM didn’t receive the leads - what now?
Check your CRM connection in Settings, then re-enable. You’ll still have the CSV in your email.

 

Best Practices

  • Keep a FRBO-focused saved search for higher near-term intent.

  • Turn on CRM sync so drips/sequences start automatically.

  • Add multiple recipients so marketing sees the CSV too.

  • Review bounce/response metrics in your CRM and refine messaging over time.