A two-year DealMachine customer in the mortgage industry uses owner and contact data to hand his realtor partners something no MLS can: verified sellers for homes that were never listed.
The challenge
In luxury real estate, every agent, buyer, and seller competes for the same narrow window of listed inventory, and that inventory is essentially the MLS. If you are a realtor, you are playing the same hand as everyone else at the table.
Our customer, a mortgage professional serving high-producing luxury agents, wanted to give his realtor partners a real edge: the ability to source homes that are not on the market yet, and to reach the exact owners who might sell. That meant going beyond listings to owner-of-record names, contact data, and wealth signals he could act on.
A shrinking, hyper-competitive pool of listed homes that every competing agent already sees.
No reliable way to identify and contact owners of specific, unlisted homes that match a buyer’s exact criteria.
Fair-lending rules push mortgage and real estate advertisers into a special ad category, stripping out demographic targeting on Meta and Google.
The old workflow forced separate property and contact CSVs, which meant extra handling before data was usable in Salesforce.
“What you’ve done for my business has completely flipped us on our head. When I meet with high-producing luxury agents and show them what I can do, they’re blown away.”
The results
Two buyers wanted one specific thing: a home on the 17th fairway of a particular Southlake, Texas subdivision, one of the most sought-after ZIP codes in Dallas-Fort Worth. Instead of waiting for a listing that might never come, he pulled owner contact data from DealMachine and ran a precise, compliant outreach campaign.
Every responding owner was willing to keep the home off-market while still protecting pricing integrity, exactly the exclusive, no-competition scenario luxury buyers pay for. The realtors were stunned that a mortgage partner could produce motivated sellers out of thin air.
The results
On a call with Sotheby’s agents, a client asked for a $4M west-facing waterfront home on Mercer Island. He fed DealMachine’s data for the island into Claude and built a geo-fencing app in about 30 minutes, narrowing 8,000 homes down to the 200 that matched the exact criteria. His agent partner was door-knocking and emailing those owners the same day.
Fair-housing rules block mortgage advertisers from targeting by age, income, or net worth on Meta. By uploading first-party lists built from DealMachine data (for example about 20,000 people, of whom Meta matched roughly 10,000) he directs spend to precisely the right audience, legally. It is the only way to tell the platform to spend on these people only. The result: ads he can run with confidence, and better return on ad spend.
He pulls renters across North Texas earning at least $100K a year with a household net worth of $50K or more, then advertises to them directly. “That kind of actionable data lets me run ads with confidence, and when you run ads with confidence, you want to run more.”
Why DealMachine
What tipped him from a single-user plan back to a full team subscription was the new platform’s ability to find people, not just properties: the owner names, contacts, and wealth signals that power both his outreach and his ad campaigns.
Verified owner-of-record contacts that turn any address, or any filtered list, into a reachable seller.
Income, net worth, and renter/owner filters granular enough to build a campaign audience in one pass.
Blend property and contact fields into one saved export, straight into Salesforce. No more juggling two CSVs.
Data flows cleanly into Claude and other tools, so power users can build custom apps on top of DealMachine.
Details drawn from a recorded customer strategy call. Customer identity withheld at their industry’s discretion. Figures reflect the customer’s own reported results.
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DealMachine turns owner, contact, and wealth data into deal flow your competitors can’t see. Explore the Scale plan: 100,000 data credits, VIP support, and the new platform.