You can quickly look up a person or property by selecting Discover from the Main top bar.
The Lookup criteria are visible on the Criteria Bar, next to Add Criteria.
To Lookup a Person or Property:
Start with adding your geographic criteria by typing in a City, County, or Zip Code in the Search bar, or Clicking Location to open the Location criteria on the Add Criteria Panel.
Select one of the Lookup criteria to search for a person or property. You can enter more than one criteria using Bulk Lookup. Your options include:
- Owner Name: In the text field, enter First name, Last name, or Company name.
- Phone: In the text field below, Enter Phone with area code and number in the format 888-333-3333
- Email: In the text field below, Enter the Email address you want to lookup.
- Site Address: In the text field below, type in the Site Address information to lookup. You can provide a partial address for options to select from.
- Mail Address: In the text field below, type in the Mail Address information to lookup. You can provide a partial address for options to select from.
- APN: In the text field below, Enter the Full or Partial Assessor's Parcel Number including dashes.
- RadarID: In the text field below, enter the RadarID you want to find.Click Add Criteria.
The results are displayed. Learn about using your search results below.
Using Your Search Results
After clicking Add Criteria, the Discover page displays:
Results of your Lookup
Make List button
... Actions menu
Change View menu
Results
After clicking the Add Criteria button, the Discover page displays:
The number of results from your Lookup, and
The actual results in the View you choose to display. By double-clicking on a property, you can view the Property and Owner Profile.
Make List
After getting the results from your Lookup, you can click the Make List button to create a Dynamic List. Dynamic lists are updated automatically when Monitored; if a Dynamic list is Unmonitored, the list is updated according to the search criteria, once opened.
Once you click Make List, the Make a Dynamic List window is displayed.
Type your List Name in the text field.
Select the checkbox if you want to add Monitoring, Insights & Automations for this list.
Click Create to make your list.
You can now find it in My Lists using the Main menu.
... Actions Menu
When you select the ... Actions menu, depending on your subscription plan, you can choose from the following options:
Add to List
Remove from List
Set Status
Set Interest Level
Add Photo
Add Note
Make Calls
Send Text Messages
Direct Mail
Email Marketing
Mailing Labels
Mailing Merge
Online Ads
Custom Audience
Purchase Emails
Purchase Phones
Email Report
Print Report
Copy Criteria
After selecting the action you want to make on the record, a corresponding window steps you through the action.
Change View Menu
Choose your preference for viewing the results of your Lookup from the View Menu:
Map View
Grid View
Card View
Split View
Workflow View
Whether you are in Map, Grid, Card, or Split view, you can get further details about a person or property by double-clicking on a property. Your Property and Owner Profile record is then displayed.