User Manual REM Business Solutions

Program Overview for Bankruptcycourtdata.com

This manual outlines the standard communication process for handling dealer leads. It establishes clear expectations for response timing, messaging, follow-up, and professionalism to ensure consistent execution and maximum conversion. Fast, respectful, and organized communication is the foundation of this program.

Dealer Communication Manual

Lead Response: Email, Text, and Call Procedures

Program Overview

Dealers receive new lead notifications by email twice weekly. Each notification includes customer contact information, inquiry notes, and approved contact methods for email, text, and phone follow-up.

Every lead requires three immediate actions:

Send an introductory email
Send a text message
Make a phone call

Speed matters. Being first to contact the customer and informing them of their discharge significantly increases contact and close rates.

Receiving a New Lead Email

When a new lead list arrives:

Open the email immediately
Review the customer’s name, email address, phone number, and notes
Begin follow-up within 15 minutes
Review the list first, then work leads one by one
Be the first to notify the customer of their discharge

Fast response directly improves engagement and results.

Sending the First Email

If requested, the first email can be sent on your behalf to ensure it is delivered quickly and correctly.

If sending the email yourself:

Reply directly to the lead email unless otherwise instructed
Keep the message short, professional, and clear
Confirm receipt of the customer’s request
Ask one simple next-step question

Example Email

Hello [Customer Name],

This is [Your Name] with [Dealer Name]. I received your information regarding your discharge and wanted to reach out right away.

We are an affiliated dealer with access to bankruptcy court data and have the ability to help you.

When is a good time today to connect briefly?

Thank you,
[Your Name]
[Phone Number]

Sending Text Messages from Outlook

Text messages are sent by emailing the customer’s carrier text gateway.

Text Email Format

Use the customer’s 10-digit phone number
Add the correct carrier domain
Leave the subject line blank
Keep messages under 160 characters

Carrier Email Gateways

Carrier

Email Format

Verizon

number@vtext.com

AT&T

number@txt.att.net

T-Mobile

number@tmomail.net

Sprint

number@messaging.sprintpcs.com

Example Address
5551234567@vtext.com

Example Text Message

Hi [Name], this is [Your Name] with [Dealer Name]. I just emailed you and wanted to confirm you received it. When can we connect?

Finding Carrier Information Using Spokeo

If the carrier is unknown or a text fails to deliver, use Spokeo to identify the correct carrier.

How to Use Spokeo

Open a Spokeo account (free version is sufficient)
Enter the customer’s phone number
Review the carrier information provided
Use the correct carrier gateway to resend the text

Spokeo may also reveal corrected or additional contact details if information was partially scrubbed. For non-contact leads, entering the full name and address often produces results. You can copy and paste directly from your Excel list.

Texting Best Practices

Send the text after the initial email
Do not include links unless instructed
Do not send multiple texts in succession
Limit to one text per follow-up attempt

Making the Phone Call

Call the customer after sending both the email and text.

Call Guidelines

Use a clear, professional phone number
Leave a voicemail if there is no answer
Reference the email and text

Example Voicemail

Hello [Name], this is [Your Name] with [Dealer Name]. I just sent you an email and a text regarding your discharge. Please call me back at [Phone Number]. I look forward to speaking with you.

Follow-Up Schedule

If there is no response:

Day 1: Email, text, call
Day 2: Call and text
Day 3: Email and call
Day 5: Final follow-up email

Stop follow-up immediately if the customer requests no further contact.

Professional Standards

Use proper spelling and grammar
Maintain a professional, respectful tone
Avoid pressure-based language
Never share internal notes or system details
Treat every customer as valuable—this can become a lifetime relationship

Common Mistakes to Avoid

Delayed responses
Overly long text messages
Failing to leave voicemails
Contacting customers outside approved hours
Referring to bankruptcy as a negative event

Support

For missing lead emails, text delivery failures, or incorrect customer information, first attempt to correct the issue using Spokeo. If the issue persists, contact your program administrator immediately.

Pricing

Daily list delivery via email or CRM

$995 per county

Each additional county

$295 per county

Fresh-filed weekly lists with contacts

$295 per county

Chapter 13 lists with contacts (500 batch)

$300 per batch

first set of 4 emails sent on your behalf

$300.00 per month

First-class mailed letters (500 minimum)