Customer stories
Uncommon Financial Solutions

How Uncommon Financial Solutions Scaled to 10–15 Deals a Month with DataFlik

10–15
deals closed monthly
6x
ROI on direct mail and cold calling
50%+
Reduction in marketing workload

Company Overview

Uncommon Financial Solutions is a Georgia-based real estate operation led by Andre Carvalho. The company started with a lean, sales-focused model, specializing in novations and wholesaling. Looking to simplify how they acquire and act on high-quality leads, Andre discovered DataFlik’s predictive AI data through a trusted mentor—and has never looked back.

“We do 10 to 15 deals a month, with a 6x return on direct mail and cold calling. DataFlik lets us focus on what we do best: selling.”
Andre Carvalho
Founder

Main Challenges

  • Tedious data management
    Before DataFlik, Andre used several “generic” data providers like Propstream and direct county records. Endless list pulling and manual “list stacking” consumed far too much time.
  • Lack of precision
    With multiple lists and inconsistent skip tracing, the team often ended up mailing or calling the wrong people—leading to wasted marketing dollars and subpar results.
  • Limited bandwidth
    As a smaller operation, Uncommon Financial Solutions needed to outsource much of their marketing. They couldn’t afford to juggle multiple data sources and manual processes while still focusing on core sales activity.
“We used to pull individual lists, do our own list stacking, figure out which leads were probates, vacants, foreclosures—it was a pain. With DataFlik, we get it all in one place.”

Decision to Use DataFlik

Andre’s mentor recommended DataFlik for its comprehensive, AI-driven lead lists—complete with skip tracing and stacked distress data. Seeing an opportunity to drastically reduce busywork, Andre signed on and quickly integrated DataFlik’s monthly data deliveries into their cold calling and direct mail campaigns.

“We used to handle so many separate steps—pulling niche lists, skip tracing them, updating them monthly. Now DataFlik handles that for us, saving us hours each month.”

Addressing Challenges with DataFlik

  • AI-Scored Lists
    Andre’s team receives a single, consolidated list each month, with every record pre-skip-traced and ranked by DataFlik’s proprietary AI “investor score.”
  • Instant List Stacking
    With up to 32 distinct distress indicators built in, they can easily sort by probate, foreclosure, vacant, or other flags—no more manual “list stacking.”
  • Focus on Sales
    Andre sends the entire list to his cold-calling and direct mail vendors. Because they’re only working high-quality, high-distress records, the calls connect at a higher rate and direct mail returns fewer undeliverable pieces.
“I love how you deliver everything in one shot—ready for mail or cold call. It probably cuts my marketing workload by 50% or more.”

Specific Results

10–15 Deals Monthly
With reliable marketing driven by DataFlik, Uncommon Financial Solutions has scaled to double-digit deals every month—often a mix of novations and traditional wholesales.

6x ROI on Cold Calling & Mail
Whether it’s postcards or call campaigns, they consistently see 6x returns on marketing dollars spent.

Reduced Workload
By eliminating multiple data subscriptions, skip tracing vendors, and endless spreadsheet merges, Andre’s team freed up time to concentrate on closing deals.

Growing into New Markets
Impressed by consistent ROI in southern Georgia, Andre recently added three more Georgia counties to their DataFlik buy box, confident they can replicate success in broader territories.

“Between direct mail and cold calling, we’re getting the same 6x return across both channels—because the data is simply accurate. That’s huge.”
10–15
Deals Monthly
6x
on Cold Calling & Mail
50%+
Reduction in marketing workload

Advice for Other Companies

  • Leverage Strong Vendors
    “If you’re smaller, outsource what you can. Focus on sales, and let a reliable data partner handle the heavy lifting.”
  • Use AI Distress Scores
    “Mail your highest investor scores first. DataFlik’s columns make it easy to sort the top 5–10K leads by your budget.”
  • Double Down on What Works
    “Once you see solid returns in three to six months, put more gas on the fire. Know your metrics, and scale the channels with the best ROI.”

Future Plans

Over the next year, Uncommon Financial Solutions aims to ramp up direct mail budgets and keep expanding to new Georgia markets—fueled by DataFlik’s predictive data sets. By continuing to partner with specialized vendors, Andre’s team can stay laser-focused on closings and sales.

“We plan to scale our direct mail heavily this year. We just added three more markets with DataFlik—and I can’t wait to see what’s next.”

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