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Viewing and Managing Properties in a List
Viewing and Managing Properties in a List

Working with the properties in your List

Updated over a week ago

Lists provide you with a way to view and manage potential customers and properties, by sorting properties into organized groupings. For a video overview, watch Viewing and Managing Properties in a List:

Lists are created according to the search criteria you select in Discover. After you make a list, you use My Lists to view and manage lists. Then, you can dive deeper into the property data in each List, by viewing and managing the properties.

To open a List, either:

  • Open an existing List from My Lists, by clicking the number of properties in a List, or

  • Create a new list by selecting search criteria in Discover.

To open a Property Profile:

  • Double-click on a property icon in your List.

Viewing Properties in a List

When you open a List, there are several features you will see, including:

  • Actions Menu: select from a variety of actions to take on the properties in the List; this is described further in Using the Actions Menu below.

  • Filter Menu: allows you to further refine your List; this is described further in Using the Filter Menu below.

  • List Name: the name of your List is displayed at the top of the window.

  • Number of Properties: the total number of properties in the List.

  • View Menu: choose how to display your List View window. Choose between Map View, Grid View, Card View, Split View, and Workflow View.

Elements of a List

Using the View Menu

You can choose how you want to view your List, by selecting one of the following from the View menu:

The List View displays your last View menu selection until you select a different view.

Map View

Selecting Map View from the View menu in a List, displays the properties in your List in a map of the area. The Map View provides a visual representation of where properties are located. In the upper-left are the Map Tools, explained below.

Using the Map View, you can zoom in and out of the different property groups. A group is represented as a bubble with the number of properties in each group shown in the bubble.

  • Hover over a group to see the shape area of the included properties.

  • Double-click on a group to zoom in on it.

  • Use the Map Tools to navigate the Map View.

Map Tools

  • Move map to location: click to type a location in the text box where you want to move on the map.

  • Zoom In: click to get a closer view of the property map.

  • Zoom Out: click to get a more distant view of the property map.

  • Street View: click to choose a map option from the four types available (details shown in image above).

  • Streetside: click to drop a pin to view a property from the street.

  • Current Location: click to move the map to your current device location.

  • Street/Aerial Map View: click to change the type of map displayed.

  • Measure: click to view distances on the map by selecting different points from which to measure.

  • Explore: click to choose either, or both, Heatmap or Boundary layers to display on the map. Click the checkbox, then select the menu item for the layer you want to view. Click the Show Legend textbox to view a layer's definitions. Adjust the Opacity slider for a lighter or darker layer.

  • Add to list (For Static lists only): Click the icon only available on Static lists to activate the add to list tool. Using your cursor with the prompt "Click to add property to list." click a parcel on the map, and it will be added to your Static list. Re-click the icon to deactivate the add to list tool.

Individual Properties

Individual properties are represented with an icon for each property type.

  • Click on a property icon to display the Property Info card.

  • You can display the Property Profile if you double-click on the card.

Grid View

After selecting Grid View, from the View menu in a List, the properties in your List are displayed in a spreadsheet format. Using the Grid View, you can easily compare data, as well as easily sort, select, review, and compare individual properties; for more information, see Managing Properties in a List below:

There are several ways in which to manage properties using the Grid View, including sorting properties, modifying columns, and selecting records.

Sorting Properties

  • Click a column heading to sort the list by that column.
    The arrow in the heading indicates the List is sorted according to that column.

  • The arrow direction shows either Ascending or Descending order.

Modifying Columns

Click the Heading menu to modify the following:

  • Select either Sort Ascending or Sort Descending to change to order of properties in the List.

  • Click the Columns menu to select from the available column headings that you can choose to display in your Grid View.

  • Select Reset Columns to return to the default settings.

You can also rearrange columns by dragging and dropping them where you want them arranged in the Grid View.

Selecting Records

You can select records in your List to perform tasks on using the Actions menu. To select the records you want, you can:

  • Click on a record once to select or deselect it. (Move your mouse off the record to see the change.)

  • To select a range of records, select the first property, then hold the Shift key on your keyboard, and click the last record in the range.

  • To select or deselect a record individually, without affecting other selections, press the Command (Mac) or Control (Windows) key on your keyboard.

Card View

The Card View of your List shows an overview of each property and gives you the highlights of the owner and property to scan quickly.

With each card you can do the following:

  • Click a card to display the Property Profile.

  • Click Actions to choose a menu item, your choice is applied to your selected properties.

  • The Connect button provides links to Make Calls, Send Voicemails, Send Text Messages, Direct Mail, Mailing Labels, Mail Merge, Online Ads, Purchase Emails, Purchase Phones, Export to File, Export to Integration for the contact(s) in the List.

Split View

When you select to view the Split View of your List, the Map View is displayed above the Grid View. For specific information on those views, see the sections above.

Workflow View

The Workflow View provides an easy way to define and work through your business processes. By defining the workflow Status names according to the steps in your process, you can keep track of where each property in your List is in the process using Workflow View.

Managing Properties in a List

After opening your List View, you can perform tasks using the Actions menu (explained below) or refine your List according to your selections from the Filter menu.

Using the Actions Menu

You can perform actions either on your entire List, or on only the property records you select.

If you have properties selected, selected actions will affect only those properties. If you have no properties selected but have a filter selected, then actions will only affect the filtered properties. If you have no properties selected, and no filter selected, any action you select will affect your entire List.

Selecting Properties/Records

  • Click a property once to select or deselect the record. (Move your mouse off the record to see the change.)

  • To select a range of properties, select the first record, then hold the Shift key and click the last record in the range.

  • To select properties individually, select each record while holding either the Command (Mac) or Control (Windows) key to select or deselect a record.

Click the Actions menu to view and select the tasks you want to perform. The following are among the possible options, depending on your subscription:

Add to List

Click to add selected records to a Static list. You can add a maximum of 10,000 records to a static list.

Remove from List

Click to remove selected records from a Static list. You can remove a maximum of 10,000 records from a static list.

Set Status

Click to select a status you want to apply to the List or selected records. You can set the Status on a maximum of 1,000 records.

Choose from the following status options:
None, Screen, Take Photo, Contact Owner, Check Value, Research Title, Submit Offer, Ready to Bid, Listed, Purchased, or Sold.

Set Interest Level

Click to select the number of stars you want to apply to the List or selected records. You can set the Interest Levels on a maximum of 1,000 records.

Add Note

Click to type information about the selected record(s) in a Note. You can add a Note to a maximum of 1,000 records.

Make Calls

Click to use your WAVV subscription with your PropertyRadar account to make calls to contacts in the List.

Send Voicemails

Click to use your WAVV subscription with your PropertyRadar account to send voicemails to contact in the List.

Send Text Messages

Click to use a WAVV subscription with your PropertyRadar account to send text messages to contacts in the List.

Direct Mail

Click to send a printed mailer to the contact(s). Printing and mailing services are provided using our Direct Mail tool.

Mailing Labels

Click to print List mailing labels. Select your mailing label type from the Attach Report menu, and review the notifications provided.

Mail Merge

Click to build custom letters, tri-fold pamphlets, or postcards that you print yourself. For more information, the Mail Merge Tutorial steps you through using our Microsoft™ Word templates.

Online Ads

Click to export your List of potential customers to your Facebook™ or Google™ ad accounts. Follow the steps in the Online Advertising window by reviewing the information, and making your selections in the Platform, To, and Export fields.

Purchase Emails

Click to purchase email addresses for the contacts you want from your List. The Purchase Summary shows the cost of your purchase for the selected records.

Purchase Phones

Click to purchase phone numbers for the contacts you want from your List. The Purchase Summary shows the cost of your purchase for the selected records.

Export to File

Click to export your List to a comma delimited (.csv) file, or a Microsoft™ Excel (.xlsx) file. Exporting Data from PropertyRadar goes into further detail.

Export to Integration

Click to export your List to a Zapier app to automate day-to-day tasks, and build workflows between apps. See Zapier for more specifics.

Print Report

Click to print out the selected report you choose. Available reports include those listed above in Email Report.

Email Report

Click to send information about your selected properties to the email recipients you enter. The reports available for you to attach include:

  • List View selected properties

  • Map Overview selected properties on a large map

  • Showing selected heatmap layer on large map

  • Property Profile One page property overview

  • Property Profile Plus One Property overview plus your notes, a photo and more on one page

  • Property Profile Plus Two Property overview plus up to 27 photos, notes and more on 2 to 3 pages

  • Investment Analysis

  • Mailing Labels - Resident "Current Resident" and property address on Avery 5160, 5660, 8160, 8660 or similar. Please turn off print options for automatic scaling, fit-to-page, etc.

  • Mailing Labels - Owner Owner name and mailing address on Avery 5160, 5660, 8160, 8660 or similar. Please turn off print options for automatic scaling, fit-to-page, etc.

  • Mailing Labels - Property Owner name and property address on Avery 5160, 5660, 8160, 8660 or similar. Please turn off print options for automatic scaling, fit-to-page, etc.

Route

Click to create a driving route, so you can easily drive-by your List properties (with a limit of 23 properties).

Using the Filter Menu

When you are actively managing your List, you can temporarily narrow down the results of your List by selecting a filter to apply.

Click the Filter menu to select the filter you want to apply to your List. You can choose from the following:

Enter a keyword

Type a word that you want to filter by in the text field. County name, Street Address, City, ZIP Code, and First Owner fields are compared to filter for your keyword.

Select Records

The Select Records option provides the various options of how to select records in a List, and provides a method of entering the record numbers you want to select. From the Filter menu, click Select Records to display the following dialog box:

Saved Data

From the Saved Data menu list, select the item by which you want to filter your List from the following options:

  • Photos: select to display records with photos included.

  • Notes: select to display records with notes included.

  • Analysis: select to display records with analysis included.

  • Documents: select to display records with documents attached.

Status

From the Status menu list, select the item by which you want to filter your List from the following options:

  • Screen

  • Take Photo

  • Contact Owner

  • Check Value

  • Research Title

  • Submit Offer

  • Ready to Bid

  • Listed

  • Purchased

  • Sold

Interest Level

Select the number of stars from the Interest Level menu on which to filter your List.

Events

Select the event on which you want to filter your List from the following options:

  • Sold menu allows you to select a date or date range.

  • Underwater

  • In Foreclosure

  • Listed for Sale

  • TS Auction Today

  • TS Auction Tomorrow

New Since

In the New Since menu, the Viewed Last date and time is displayed at the top of the menu. Using the calendar, select the date on which you want to filter when properties were added to your List.

Most Recent Call

After making call campaigns using your WAVV account with your PropertyRadar List, you can filter your List by selecting the Most Recent Call menu. From the Most Recent Call menu, you can select

  • None - filter the List for contacts that were not called in the campaign.

  • Before and After calendars allow you to choose the date to filter calls by Before or After the selected date.

  • Date Range - select the dates of the calls you want to filter the List for.

  • Today, Yesterday, This Month, This Quarter, Last Year, Last 7 Days, Last 30 Days, Last 90 Days, or Last 365 Days - select an option to filter the List for.

Most Recent Text

After sending a text campaign using your WAVV and PropertyRadar subscriptions, you can filter your List by selecting the Most Recent Text option from the Filter menu. The options you can select from include:

  • None - filter the List for contacts that were not called in the campaign.

  • Before and After calendars allow you to choose the date to filter calls by Before or After the selected date.

  • Date Range - select the dates of the calls you want to filter the List for.

  • Today, Yesterday, This Month, This Quarter, Last Year, Last 7 Days, Last 30 Days, Last 90 Days, or Last 365 Days - select an option to filter the List for.

Most Recent Voicemail

You can filter your List based on your Most Recent Voicemail, using your WAVV and PropertyRadar subscriptions. From the Filter menu, you can select from the following:

  • None - filter the List for contacts that were not called in the campaign.

  • Before and After calendars allow you to choose the date to filter calls by Before or After the selected date.

  • Date Range - select the dates of the calls you want to filter the List for.

  • Today, Yesterday, This Month, This Quarter, Last Year, Last 7 Days, Last 30 Days, Last 90 Days, or Last 365 Days - select an option to filter the List for.

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