Distress cases on a lead

A case records the distress situation attached to a property. One lead can carry several over time, and the current one is marked active.

Case types

• Lis Pendens, a filed notice of pending foreclosure

• Sheriff Sale, a scheduled auction

• Probate, an estate moving through the courts

• Tax Lien

• Expired Listing

Dates

• Filed date is when the case was filed. It drives the New cases sort on the Properties list.

• Sheriff date is the scheduled sale. It drives the Sheriff date sort and is usually the most time-critical number on the lead.

• Foreclosure date

• Upset amount is the money owed.

Not every case type uses every field. Fill in what applies.

Case type is not lead source

Two different questions, and mixing them up makes filtering unreliable.

Case type is what kind of case this is. Lead source is how the lead reached you: door knocking, cold calling, a referral, a list you bought. A referral can be a probate. A door-knocked lead can have no case at all.

Old cases are kept

Adding a new case does not erase the previous one. The history stays on the Cases tab. A property that went through a lis pendens two years ago and is now in probate is a different and more useful record than one showing only the probate.

Permissions

Creating and editing cases is open. Deleting a case requires the Manage leads permission.