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Direct mail & outbound

Lead Sherpa

Lead Sherpa is an SMS and skip tracing platform for real estate investors, run by PropertyReach, LP from 1915 21st St, Sacramento, California. The workflow it sells is a loop: upload a list of property addresses, skip trace it for current owner contact details, stack and filter the list for the owners most likely to sell, then run text campaigns at them and work the replies.

Onboarding walks a new account through provider setup and 10DLC brand approval, integration and proven message templates, and an active Twilio account approved for 10DLC is required before the SMS feature will send. Skip trace results come back with 14-plus data points per match, automatic de-duplication and suppression against existing prospects, litigator and litigator-associate flags, multiple owners and multiple contact points per record, and charges only for hits. A newer UBO data set returns phone numbers and emails for the people behind LLCs and trusts. PropStack, included in every plan, layers property records so users can filter by distress indicators, last sold date, property tags, prospect status, lead stage and owner status, then push contacts into SMS or skip tracing in one click.

Plans run free, $149, $499 and $1,299 a month, stepping from 900 messages a month and 30 a day up to 100,000 a month and 3,333 a day, with included skip-trace records, a compliance monitoring dashboard, 30-day onboarding and a dedicated account manager on the higher tiers. Skip tracing is priced as low as $0.09 a record, and Telnyx or Twilio service provider charges are billed separately. The company reports a 98% average match rate and 97%-plus hit rate across millions of records, and says its SMS tool is continuously vetted by TCPA attorneys, is not an auto-dialer, and requires a human interaction to send each message.

The compliance position described is the vendor's own, and the legal obligation stays with the sender. Confirm current message limits, what the free tier actually includes, and the Twilio or Telnyx cost per message before budgeting a campaign against an expected cost per lead.

Best for

Investors and wholesalers who want skip tracing and compliant text outreach from the same vendor, including data on LLC and trust owners. Anyone unwilling to open and manage a 10DLC-approved Twilio account should look elsewhere.

What they do

  • TCPA-vetted SMS campaigns
  • Skip tracing with credit-bureau level data
  • UBO skip tracing for LLC and trust owners
  • PropStack property list stacking and filtering
  • Litigator and litigator-associate flagging
  • 10DLC registration and onboarding support
  • Compliance monitoring dashboard
  • Podio and Zapier integrations
  • Skip Trace API

Details

AttributeValue
OfficesSacramento, CA
How they chargePlans at $0, $149, $499 and $1,299 a month by message volume, with skip tracing from $0.09 a record. Telnyx or Twilio provider charges are extra.

What stands out

  • Claims 14-plus data points per match, a 98% average match rate and 97%-plus hit rates across millions of records.
  • Charges only for skip trace hits, with automatic file de-duplication and suppression against existing prospects.
  • Plans run from free to $1,299 a month, from 900 messages a month up to 100,000.
  • Skip tracing is priced as low as $0.09 a record.
  • Sending requires a separate Twilio account approved for 10DLC; provider charges are not included in the plan.

Common questions

Is Lead Sherpa TCPA compliant?
The company says yes. It describes the SMS tool as continuously vetted by TCPA attorneys, says it is not an auto-dialer because a human interaction is required for each message sent, and argues the software is used to enquire about making an offer on a home rather than to sell or market. Responsibility for how it is used still rests with the sender.
Does Lead Sherpa need a third-party phone provider?
Yes. The SMS feature requires a Twilio account approved for 10DLC, and service provider charges from Telnyx or Twilio are billed separately from the monthly plan.
What is PropStack?
PropStack is the platform's list stacking tool. It layers property records so users can prioritise likely sellers, filtering by distress indicators, last sold date, property tags, prospect status, lead stage, owner status and other advanced filters, then push the resulting contacts straight into SMS or skip tracing. It is included in every plan.