CoreLogic / Cotality Add-Ons

Feature Snapshot

Summary:
CoreLogic / Cotality Add‑Ons are integrated enhancements within LeadConduit that append verified property and homeowner details to your leads, giving you deeper insight into the associated real estate.

Key Benefits:

• Provides detailed property attributes such as estimated home value, property type, square footage, and year built
• Improves lead qualification and conversion by validating residential information
• Enhances data-driven business decision making with enriched demographic and property insights

Typical Use Cases:

• Real estate and mortgage lead enrichment
• Financial services and insurance targeting where property profiles influence pricing
• Campaigns that benefit from detailed property information for dynamic routing and offer optimization

How the CoreLogic / Cotality Add‑Ons work?

Step‑by‑Step Instructions

1. Open Your Flow: Log into LeadConduit and navigate to the flow where you want to add property enrichment.
2. Access the Steps list: Click on the “Steps” tab to view the sequence of actions in your flow.
3. Add an Integration Step: click the “Add to Flow” button, select “Integration,” and search for “CoreLogic Add‑Ons.”
4. Name the Integration: Provide a unique, descriptive name for the CoreLogic integration step.
5. Enter Your API Key: Input your CoreLogic API key (refer to your CoreLogic account for credentials).
6. Configure Custom Input Variables: Optionally set available custom variables—such as property confidence level or market segment filters—to tailor the data enrichment.

   Callout — Needs Verification: Confirm the exact names and descriptions for custom variables with your CoreLogic documentation.

7. Finalize and Save: Click “Next” or “Finish” to complete the setup. Your flow is now configured to automatically append CoreLogic‑provided property data to incoming leads.

Expected Result:
Leads processed through the flow will display additional fields such as estimated home value, property type, square footage, year built, and enriched demographic information.

📷 Screenshot Placeholder: Display the CoreLogic integration within the LeadConduit Steps tab showing the API key field and custom variable configuration.

Validation & Monitoring (optional)

• Test the Setup: Submit a test lead with a complete and accurate residential address. Then check the LeadConduit Events tab to confirm the lead includes the appended property fields from CoreLogic.
• Where to Monitor?: Monitor lead details in the Events tab or via a custom reporting dashboard that displays the enriched property information.

Best Practices

• Keep your CoreLogic API key secure and update it promptly if compromised.
• Provide as much accurate PII and address information as possible to improve match rates and data accuracy.
• Test your flow using diverse property addresses to ensure consistent enrichment.
• Regularly review the appended data for accuracy and audit for any integration errors or mismatches.

Troubleshooting

Frequently Asked Questions (FAQ)

Q: What type of data is appended by CoreLogic Add‑Ons?
A: The add‑on enriches leads with comprehensive property details including estimated home value, property type, square footage, year built, and additional demographic information.

Q: How can I update my CoreLogic API key in LeadConduit?
A: Open the CoreLogic Add‑Ons integration step in your flow, replace the existing API key with the new one, and then save your configuration.

Q: Why might the integration not return any additional data?
A: Confirm that your submitted lead includes complete and accurate address information and that your API key and custom inputs are correctly configured. Check the Events tab for any error messages showing integration diagnostics.

Q: Can CoreLogic Add‑Ons be used alongside other data enhancement services?
A: Yes, they can complement other enhancement services. Ensure the sequence in your flow is arranged so that data enhancements are processed before any filtering or routing based on the enriched data.

9. Glossary