1. Review and qualify
With your authorization, we review a secure export of open estimates and remove sold, cancelled, duplicate, ineligible, or do-not-contact records.
How EstimateLoop works
Give unsold estimates a clear next step.
We help you follow up on estimates your team already sent. Your company retains control of the customer relationship and every outward message.
2. Prepare the follow-up
We organize the remaining opportunities by age, job type, and quoted value, then draft audience-appropriate outreach in your normal tone.
3. Get your written approval
You approve who is eligible, what will be said, and which channel may be used. No homeowner is contacted by the Revenue Check or by submitting an intake.
4. Handoff and report
Interested replies return to your team for scheduling, pricing, revised quotes, and closing. We report activity, pipeline, and confirmed revenue separately.
Take the next practical step.
No homeowner data is needed to begin.