RECLAIM BY CASVENTA
HOW RECLAIM WORKS

The operation,
in depth.

Reclaim is a live warm-transfer service: human callers work expired and FSBO sellers in your zip code, qualify them against a fixed standard, and bridge them to you while the seller is still on the line. This page describes every step of that operation — including what happens when it fails.

01 · THE TEAM

What does the ISA team actually do?

An ISA team is a small team of named callers assigned to a set of territories. Yours works your ground every business day, region hours, and every call it places ends in a logged disposition.

The day

Each morning the team pulls the day's list — that night's expirations and new FSBO records, already scrubbed. Fresh ground is dialed first: the closer to expiration, the more likely the seller answers undecided.

The dial

Manual, one call at a time, from a person pressing a button. Second and third attempts are spaced across the day and the week. No voicemail drops, no parallel dialing, no AI voice.

The record

Every dial ends in one of five dispositions, logged with a timestamp and, where a conversation happened, a recording. Your dashboard shows all of it — including the calls that went nowhere.

DISPOSITION CODES
XFER Transferred — qualified against QUAL-4 and bridged to the territory holder live.
CB Callback booked — seller reached, a specific callback window set. Stays on your ground.
NQ Not qualified — reached but failed the standard. Reason logged, recording retained.
NA No answer — attempt logged with timestamp. Retries spaced across the day and week.
DNC Do not call — seller asked to stop, or a scrub match. Suppressed permanently, on the spot.
02 · THE RECORDS

Where do the records come from?

Two sources: listings that expire in the MLS, and homes offered for sale by owner. Both are matched to your zip code before they enter the queue, and both carry their origin with them permanently.

Expired listings

A daily sweep of MLS expirations in your zip, cross-checked against relists and withdrawals so the team never dials a house that is already back on the market.

FSBO sellers

Owner-listed properties gathered from monitored listing sources, with contact numbers verified before they are queued. A FSBO record enters the same scrub as everything else.

Provenance

Every record stores its source and the timestamp of its last scrub. That provenance survives through the dial, the transfer, and the recording that lands in your dashboard.

03 · THE STANDARD

What is the qualification standard?

Four criteria, confirmed out loud on every transfer. If any one of them fails, the seller is not bridged — the call becomes a booked callback or a logged no, never a transfer you have to sit through to disqualify.

QUALIFICATION STANDARD · QUAL-4 CONFIRMED ON EVERY TRANSFER
Q1 INTENT The owner states, in their own words, that they intend to sell the property.
Q2 AGREEMENT No signed listing agreement is currently in force with any brokerage.
Q3 TIMELINE A concrete timeline is stated — a month, a season, a date. “Someday” fails.
Q4 GROUND The property address sits inside the territory holder’s zip code, confirmed on the call.

What fails the standard

Curiosity about price, a house already relisted, a seller with no stated timeline. Those become callbacks or logged declines. You never take a bridge to find out the seller was not real.

Why it is fixed

A standard you can read is a standard you can audit. Every recording is scored against these four lines, and a transfer that missed one is a defect on our side, not yours.

04 · THE BRIDGE

What happens on the bridge?

The bridge is the handoff: the seller agrees to be connected, goes on a brief hold, and the caller dials you. From the seller's agreement to your first word is under a minute when you answer.

BRIDGE SEQUENCE · FROM SELLER CONSENT
T+0:00 Consent The seller agrees to be connected to the agent who holds their zip — by name.
T+0:05 Hold Seller placed on a brief hold. The caller dials your line — it rings for up to 25 seconds.
T+0:22 You answer The caller introduces both parties by name and restates the qualification out loud: intent, agreement, timeline, address.
T+0:45 Caller exits You and the seller continue one-to-one. The recording and disposition post to your dashboard.
If you don’t answer At 25 seconds the caller returns to the seller and books a callback window instead. See the miss, below.
05 · THE MISS

What happens if you miss it?

The seller is told when you will call, the callback is booked on the same call, and the record stays yours. A missed bridge is a scheduling problem, not a lost seller — nothing re-routes unless you decline it.

The window

Before the seller hangs up, the caller books a specific window — the seller picks it. You see it on your dashboard the moment it is set.

The retry

At the window, the team calls the seller back, re-confirms, and re-opens the bridge to you. The second bridge works exactly like the first.

The release

Only you can release a record on your ground. If you decline it, it returns to the queue with its history intact — and that decision is logged too.

06 · COMPLIANCE

What is the compliance posture?

Six standing controls, applied to every record and every call. They are written here exactly as they are enforced, because the producers who read this section closely are the ones who have been burned before.

STANDING CONTROLS
C-01 MANUAL DIAL Every call is initiated by a person. No autodialer, no ringless voicemail, no AI voice — the posture that keeps calling expireds inside TCPA.
C-02 DUAL SCRUB Federal Do Not Call registry plus our internal suppression list, checked per dial — not once at import.
C-03 DISCLOSURE Recording is disclosed on the line, following each state’s consent rules. The recording travels with the record.
C-04 PROVENANCE Source and last-scrub timestamp stored on every record. If a seller asks how we got their number, there is a true answer on file.
C-05 LICENSURE Trebol Ventures LLC d/b/a Casventa is a licensed Pennsylvania real estate brokerage. Referral compensation moves broker to broker, under written agreement, never to anyone unlicensed.
C-06 RETENTION Recordings, dispositions, and scrub logs are retained and available to the territory holder for the life of the territory.
07 · QUESTIONS OPERATIONS MANAGERS ASK
Who are the callers? +

Named members of a standing team, introduced to you at onboarding. The same people work your ground every day — you will recognize their voices on the recordings.

What hours does the team dial? +

Region business hours, morning and evening blocks weighted to when sellers answer. Dialing never happens outside legal calling windows.

How do transfers reach my phone? +

The bridge dials any line you designate — your cell, your ISA, your ops manager. No app is required to take a transfer.

Can my team take the bridge instead of me? +

Yes. Route the bridge to anyone on your team; the territory stays in your name and the referral settles the same way.

Do I get the recordings? +

Yes — every transfer and every attempt that reached a person, posted to your dashboard with the disposition and the record’s provenance.

How is quality monitored? +

Recorded calls are scored weekly against QUAL-4. A transfer that missed a criterion is our defect, and it is flagged to you, not hidden.

What if a seller asks to stop? +

The number goes onto the internal suppression list on the spot, permanently, and the scrub blocks it from every future list.

Satisfied? Check your territory.

One agent holds each zip code. If yours is taken, we will tell you who is nearest that is not.

COMMON QUESTIONS

Questions we are asked

How does a Reclaim warm transfer work?

A Reclaim caller reaches a selling homeowner by manual dial, confirms the four qualification criteria on the call, tells the seller the name of the agent who covers their zip code, and then conferences that agent onto the live call and introduces them before dropping off. The seller is already on the line when the agent’s phone rings.

What happens if the agent misses a transfer?

If the territory holder does not pick up a live transfer, the Reclaim caller books a specific callback window with the seller rather than treating the record as lost. The record stays on the holder’s ground and is not offered to any other agent unless the holder declines it.

Does Reclaim use autodialers or robocalls?

No. Reclaim uses manual dialing only. Calls are not placed by an automatic telephone dialing system and no prerecorded or artificial voice messages are used, which keeps the operation outside the categories of calling that require prior express written consent under the Telephone Consumer Protection Act.

How does Reclaim handle Do Not Call compliance?

Reclaim scrubs its calling lists against the National Do Not Call Registry and against an internal suppression list before dialing, maintains provenance on every record, and suppresses a number permanently and immediately when a person asks to stop. Calls are recorded and the recording is disclosed to the person on the call.

How quickly after a listing expires does Reclaim call?

Reclaim works expired listings on a daily cadence rather than in weekly batches, because the window immediately after expiration is when a seller is most reachable and least contacted by anyone else.