What to Expect When You’re Considering The Warren Group

When it comes to real estate and mortgage data, I’ve spent the better part of my career ensuring that clients not only receive accurate, high-quality information — but that they also feel confident and supported every step of the way. At The Warren Group, our goal is to make complex data simple, actionable, and accessible, whether you’re a Fortune 500 financial institution, a regional bank, or a fast-growing PropTech startup.

I often get asked on sales discovery calls, “What happens next if we decide to move forward?” So this month, I want to take a moment to walk you through exactly what to expect when you’re considering The Warren Group as your data partner.

You’re Thinking About Utilizing The Warren Group — So What Comes Next?

Partnering with The Warren Group means more than gaining access to some of the most trusted real estate and mortgage data available. It means getting a team that’s deeply invested in your success from day one. Here’s how we approach new relationships:

1. Strategic Kickoff: The Data Discovery Call

    

It all starts with a conversation. We begin with a data discovery call, often attended by myself and, depending on the project, even our CEO, David Lovins. These calls are focused on your goals — how you plan to use our data, what systems you’re integrating with, and where we can add the most value.

This upfront strategy session helps us align on everything from deliverables to delivery formats, ensuring there are no surprises down the line.

2. Start with Confidence: Flexible Evaluation Period

    

We understand that choosing a data provider is a big decision. That’s why we offer a flexible evaluation period — giving you access to sample datasets so you can test compatibility, assess data quality, and make sure it’s a good fit before signing on.

Even if you’re currently under contract with another vendor, we offer a ramp-up period that allows you to onboard with us while your existing agreement phases out. It’s all about keeping things smooth and stress-free.

3. No-Nonsense Contracts

Our contracts are clear and concise — no hidden fees, no buried clauses. We focus on transparency, flexibility, and building long-term relationships, not red tape.

4. Fast Turnaround, Reliable Delivery

Once you’re officially onboard, our team gets right to work. We pride ourselves on timely data delivery and streamlined onboarding. Whether you need weekly updates, custom formats, or real-time feeds, we’ve got the infrastructure to support it — quickly and reliably.

5. Your Dedicated Data Team

    

You’ll have a team of real people (yes, real humans) guiding you through every stage:

• Senior Account Executive – Your primary contact for contracts, invoices, and account questions.
• Me (Sam Bullock) – I’m your resource when it comes to data content, best practices, and usage strategy.
• Ellen Gendron, Key Accounts & Data Quality Manager – Ellen and her team are your troubleshooters, ready to jump in if you ever run into questions about delivery or data integrity.

6. Built-In Support and Resources

    

We’ve built a structured onboarding program to help you hit the ground running, including:

• Data Dictionary & Lookup Tables – Your go-to guides for decoding fields and formats.
• Common FAQs – Fast answers to common questions so you’re never stuck.
• Onboarding Meeting – A guided session to get aligned on goals and expectations.
• Follow-Up Session – A check-in to review your early findings and make sure you’re extracting maximum value from our data.

At The Warren Group, our mission is to make your data work for you — not the other way around. When you partner with us, you’re not just buying a dataset. You’re gaining a team that’s here to help you move faster, make smarter decisions, and grow with confidence.

Let’s get started!