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Lead Qualification

Data Cleaning & Enrichment Pipeline

Standardises addresses, removes duplicates, and enriches owner contact data via skip-tracing API, delivering a clean, callable dataset ready in the CRM by 8am.

Overview

The Data Cleaning & Enrichment Pipeline standardizes all contact and property data across your systems. Duplicates are removed, addresses are normalized, and phone numbers are verified overnight.

What Data Cleaning & Enrichment Pipeline Solves

Your CRM has 50,000 contacts but 15,000 are duplicates or incomplete. Addresses vary in format (123 Main St vs 123 Main Street). Phone numbers are missing or wrong. You can't dial or mail with confidence. Data Cleaning & Enrichment Pipeline runs nightly, standardizing all addresses, removing duplicate records, and enriching phone/email via skip-trace. By 8am, you have a callable, maileable, 100% clean dataset.

How It Works

Nightly job runs against your entire CRM, standardizes addresses and phone numbers, removes duplicates, and enriches missing contact data via third-party APIs.

1

Duplicate Detection & Merge

The agent scans all contacts for duplicates using email, phone, and address matching. Duplicates are merged, retaining the most recent data.

Compare all contacts by email, phone, and address
Use fuzzy matching for names and addresses
Identify near-duplicates: 'John Smith' vs 'Jon Smith' at same address
Merge duplicates, keeping most recent activity and details
2

Address Standardization & Verification

All addresses are standardized to USPS format and validated. Invalid addresses are flagged.

Convert '123 Main St' to '123 Main Street' standard format
Validate addresses via USPS API
Flag undeliverable addresses for review or removal
Extract: street, city, state, zip, county for targeting
3

Phone/Email Enrichment & CRM Sync

Missing or incomplete phone numbers and emails are enriched via skip-trace API. Updated records are synced back to the CRM.

Query skip-trace for missing phone/email by name + address
Verify phone numbers are callable (not disconnected)
Update CRM with enriched contact data
Log: records processed, duplicates merged, enriched contacts, errors

Key Benefits

Duplicate merge reduces wasted outreach and confused contacts
Standardized addresses enable reliable mail and email campaigns
Phone verification means fewer invalid dials and bounce-backs
Fresh enrichment reaches contacts you thought were unreachable
Data Cleaning & Enrichment Pipeline | The Independent Broker Collective