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Quick List Glossary© 2007 - 2023
Quick List Glossary© 2007 - 2023

Search for Properties Using a Quick List

Updated over a week ago

Using the Search panel in Discover, you can drill down into the Quick Lists categories to select a Quick List, which adds multiple, relevant criteria to define your Search. Definitions of Quick Lists are provided in the Search panel, below the Quick List name; these same definitions are provided below, along with an example you can see in the PropertyRadar app.

Keep in mind the following when using Quick Lists:

  • After adding Quick List criteria, you can remove criteria using the X in the Criteria Selection box.

  • After selecting a Quick List, you can add other criteria to refine your search needs further, or combine multiple Quick Lists.

  • Location criteria is usually required, but depends on the Quick List you select. Review the information below the Quick List definition in the Search panel to determine what's required to use that Quick List.

  • There may be criteria sets that need adjusting according to your search specifics. Click a criteria chip to identify the specific options.

Click on a Quick Lists category name to jump to the Quick List definitions within the categories below:

Investor

Absentee owner - One of the most popular investor lists of all time. Owners who do not reside in the property may be motivated sellers, tired of dealing with tenants and the other headaches of rental or vacation property. 
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Absentee owner - out of area - One of the most popular investor lists of all time. Owners who do not reside in the property may be motivated sellers, tired of dealing with tenants and the other headaches of rental or vacation property. Owners that live out of the county are typically even more motivated, as they have to travel to deal with the property.
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Free & clear owners - Owners that do not have a lender may be willing to offer seller financing, or be motivated to cash out or downsize. Can be combined with other criteria, for example Absentee Owner.
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Equity owners (>30% equity) - For investors looking to purchase a property at a discount, it is far easier to target only properties with sufficient equity to do so. Note that you can combine this criteria with others like Absentee Owner.
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Underwater owners (<5% equity) - While underwater owners don't typically make sense for investors, there are some advanced investing techniques where investors buy homes "subject to" for cash flow. This can benefit the owner by allowing them to move on, while benefiting the investor by letting them build a portfolio with little cash down. Caution should be used unless the purchase has lender approval, given that most loans have a due on sale clause.
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Cash buyers - Owners that have recently purchased properties for all cash are potential buyers for additional deals, and are typically the best prospects for flippers and wholesalers looking for ready buyers.
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Trustee sale buyers - Investors who buy homes at trustee sale can be fantastic potential buyers for wholesalers. Trustee sale buyers uniquely have the ability to quickly purchase homes which they pay full in cash, without title insurance, with minimal inspections, and even with former owners or tenants still occupying the property. They may not pay as much as other cash buyers, but they have the ability to perform where others can't and are therefore valuable contacts for wholesalers.
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Preforeclosures - Owners that have received a notice of default, lis pendens, are considered to be in "preforeclosure" and are at risk of losing their home to foreclosure if they don't bring their loan current or sell. Long considered one of the best sources of motivated sellers. See also our New Notices of Default (NOD) list.
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All foreclosures - This is the classic list of foreclosures shown on most "foreclosure" websites and includes properties in preforeclosure, scheduled for auction, and bank owned.

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Foreclosure auctions - Owners that have received a notice of trustee sale (NTS) and whom have a set date on which their property is scheduled to be auctioned at a trustee sale. The sale may still be postponed or cancelled, but these owners are seriously at risk of losing their homes. See also our New Notices of Trustee Sale (NTS) list.
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Zombie Foreclosures - Properties that are in active foreclosure (preforeclosure or scheduled for auction), and which the USPS has flagged as vacant (no one is picking up the mail at the property address).
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New Notices of Default (NOD) - Very similar to our Preforeclosure quick list, this list returns Notices of Default (NOD), typically the first step in the non-judicial foreclosure process, that were published to our system in the last 7 days. This list is best used if you quickly want every new NOD recorded as soon as it is published in our system. If you'd like to see all the Preforeclosures that are still likely to be an opportunity use the Preforeclosures list instead. It filters out NOD's that have been rescinded, sold, etc.
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New Notices of Trustee Sale (NTS)

Very similar to our Foreclosure Auctions quick list, this list returns Notices of Trustee Sale (NTS) that were published to our system in the last 7 days. This list is best used if you quickly want every new NTS recorded as soon as it is published in our system. If you'd like to see all the Foreclosure Auctions that are still likely to go to Auction use the Foreclosure Auctions list instead. It filters out NTS's that have been canceled or sold.

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Bank owned (REO) - Bank owned properties, also known as REOs, are typically sold at a discount as banks typically do not invest in making the properties attractive to most home buyers.
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Corporate owned - Corporate owned single family properties can sometimes present interesting opportunities. The owners aren't necessarily motivated sellers, however, they tend to be more dispassionate and open to deals than traditional homeowners. View an in-app example.

Multiple owners - Properties that have multiple owners may be motivated to sell as most informal partnerships of these types (those without a legal entity like an LLC) tend to run into trouble at various times.  
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Death of joint tenant - Properties where a joint tenant owner has passed away leaving the property to the remaining owner. The remaining owner may be motivated to sell, whether to downsize or to get a fresh start in another property. Note that ownership may have changed since the DOJT was recorded, so you should check the Transaction History to determine if the DOJT was the most recent transfer.  
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HAMP loan mods - Most properties that entered foreclosure in 2009 and 2010, that did not end up being sold at a foreclosure auction or in a short sale, were saved by a HAMP loan mod. The loan mods of that era had two things in common - 1) they didn't include a reduction in principle, and 2) they had payments that reset 5 years out. Anyone with these loan mods is now struggling under significantly higher payments and may be very motivated to sell.  
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Opportunity Zones - You can easily identify properties in Opportunity Zones by using the Census Tract criteria. For a list of census tracts that have been designated quality opportunity zones, please see www.irs.gov/pub/irs-drop/n-18-48.pdf. You'll need to add criteria for state, county, and census tract. For census tract, note that you will only use the last 6 digits of the number provided in the IRS document (the first 5 digits are the FIPS code for the state and county). This quick list uses all of the opportunity zones in San Mateo County, CA as an example.

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Flippers - Competitive market research is important. For investors, finding your competition, knowing what deals they are doing, and how those deals are performing, provides valuable insights to inform your investing strategies and market assumptions. Important - this list is of properties that have been flipped, not the flippers themselves. To see how to effectively use this list to evaluate the competition watch our finding flippers video: https://www.youtube.com/watch?v=0gG5-u5srDc.

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Vacant Homes - Homes where mail is no longer deliverable, which may indicate that the home is not occupied by either an owner or tenant. This often indicates that the owner may either want or need to sell the property. This data is offered by the USPS to help you avoid sending mail to addresses which are not deliverable.

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Tired Landlords - Homes owned by absentee owners who have owned them for a long time and are therefore more likely to be tired of being landlords. A twist on our standard absentee owner quick list, that adds length of ownership.

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HOA Liens - Properties that have a homeowners association (HOA) lien typically indicate either that the owner is having financial difficulty or is in a dispute with their HOA. In either case selling is often the best way for the owner to resolve the issue and as such they are likely sellers.
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Mechanics Liens - Properties that have a mechanics lien, especially one that remains open for a while, typically indicate either that the owner is having financial difficulty or is in a dispute with a contractor who did work on their property. In either case selling is often the best way for the owner to resolve the issue and as such they are likely sellers.

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Missing Landlords -Looking for vacant properties is a mainstay for those looking for distressed real estate. We flip that on its head and instead look for landlords whose mailing address is vacant. A landlord that isn't picking up mail where they have their tax bill mailed is possibly in distress and a likely seller.

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Realtor

Geographic farm - Your geographic farm is your core marketing list where you use our location criteria to define the market you serve. Whether it is one or more cities or zip codes, specific subdivisions, entire counties, or a hand-drawn polygon, this should be the first list you create. We recommend creating this list first, then copying it to create new segmented lists within this area to better target your marketing messages. We exclude listed properties as they are already represented.  
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Just listed / just sold - One of the longest standing marketing techniques that continues to work well. The key to this list is to ALSO use our Radius or Polygon criteria under Location > Map to identify neighboring owners of your recent listings and sales. Make one list for each property you list for sale. Then use this list to mail a Just Listed flyer or postcard when you list the property, and then a Just Sold flyer or postcard when you sell the property. There is no better tool for establishing yourself as an agent with local experience than this simple technique. Add these criteria to exclude listed and in foreclosure properties to make your life easier.
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First time buyers - You can target first-time buyers by targeting non-owner occupied properties and mailing to the site address with either "Renter", "Tenant" or "Resident" instead of the owner's name. This is essentially the same list as Absentee owners, we are just mailing to their tenant using the property address rather than to the owner using the tax bill mailing address. Note that we don't exclude properties that are listed or in foreclosure as we are marketing to the tenant, not the owner, and they may be highly motivated to find a new home in that situation.  
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Absentee owner (landlords) - One of the most popular lists of all time. Owners who do not reside in the property may be tired of dealing with tenants and the other headaches of rental or vacation property and be looking to sell or hire a property manager. We also exclude listed and in foreclosure properties to make your life easier.
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Absentee owner (landlords) - out of county - One of the most popular lists of all time. Owners who do not reside in the property may be tired of dealing with tenants and the other headaches of rental or vacation property and be looking to sell or hire a property manager. Owners that live out of the county are typically even more motivated as they have to travel to deal with the property. We also exclude listed and in foreclosure properties to make your life easier.  
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Absentee owner (landlords) - out of state - One of the most popular lists of all time. Owners who do not reside in the property may be tired of dealing with tenants and the other headaches of rental or vacation property and be looking to sell or hire a property manager. Owners that live out of the state are typically the most motivated as they have to travel to deal with the property. We also exclude listed and in foreclosure properties to make your life easier.

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Free & clear owners - Owners that do not have a lender may be willing to offer seller financing or be motivated to list their home for sale to either cash-out or downsize. Can be combined with other criteria, for example, Absentee owner. We also exclude listed and in foreclosure properties to make your life easier.

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Underwater owners (<5% equity) - Underwater owners may be motivated to sell and move on from their current situation, especially when approached by an experienced short sale agent that can explain the process. We also exclude listed and in foreclosure properties to make your life easier.

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Potential short sale listings - Underwater owners may be motivated to sell and move on from their current situation, especially when approached by an experienced short sale agent that can explain the process. We also exclude listed and in foreclosure properties to make your life easier.

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Cash buyers - Owners that have recently purchased properties for all cash are potential buyers for additional deals and are great prospects for fixer and pocket listings, especially when the seller requires a fast close.

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Foreclosure buyers - Investors who buy homes at trustee sales can be fantastic potential buyers for fixers, pocket listings, or sellers who need a quick close. Most also regularly flip homes on a regular basis and sometimes partner with local agents to handle their listings. Finally, they may be willing to give you a heads up on their upcoming listings, giving you a head-start with your buyers.

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Preforeclosures - Owners that have received a notice of default, are considered to be in "preforeclosure" and are at risk of losing their home to foreclosure if they don't bring their loan current or sell. Long considered one of the best sources of motivated sellers for listing agents willing to deal with homeowners in distress. Can be combined with equity criteria to limit to only those in need of short sales, or only those that don't require a short sale. We also exclude listed properties as they are already represented.

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All Foreclosures - This is the classic list of foreclosures shown on most "foreclosure" websites and includes properties in preforeclosure, scheduled for auction, and bank-owned. Not necessarily a great marketing list as it is best to market to each group separately. Still useful for gaining local market knowledge and answering client questions about foreclosure activity.

View an in-app example.

Foreclosure auctions - Owners that have received a notice of trustee sale (NTS) and whom have a set date on which their property is scheduled to be auctioned at a trustee sale. The sale may still be postponed or cancelled, but these owners are seriously at risk of losing their homes. See also our New Notices of Trustee Sale (NTS) list.

View an in-app example.

New Notices of Default (NOD) - Very similar to our Preforeclosure quick list, this list returns Notices of Default (NOD), typically the first step in the non-judicial foreclosure process, that were published to our system in the last 7 days. This list is best used if you quickly want every new NOD recorded as soon as it is published in our system. If you'd like to see all the Preforeclosures that are still likely to be an opportunity use the Preforeclosures list instead. It filters out NOD's that have been rescinded, sold, etc.

View an in-app example.

New Notices of Trustee Sale (NTS) - Very similar to our Foreclosure Auctions quick list, this list returns Notices of Trustee Sale (NTS) that were published to our system in the last 7 days. This list is best used if you quickly want every new NTS recorded as soon as it is published in our system. If you'd like to see all the Foreclosure Auctions that are still likely to go to Auction use the Foreclosure Auctions list instead. It filters out NTS's that have been canceled or sold.

View an in-app example.

Bank owned (REO) - Bank owned properties, also known as REOs. Unlike other data providers, we typically learn about new bank owned properties before the banks themselves do, often within minutes of the auction occurring. This gives REO agents a chance to contact the bank and ask for the listing prior to it being assigned to another agent. Can be combined with Foreclosure Sale Date to limit to just new bank owned properties, or by Mortgage Lender to limit to certain lenders you already have a relationship with - though be careful limiting by lender name as public records data is messy and you may miss some.

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Death of joint tenant - Properties where a joint tenant owner has passed away leaving the property to the remaining owner. The remaining owner may be motivated to list the property for sale, whether to downsize or to get a fresh start in another property. For each result you will want to verify that the property has not resold since the death of a joint tenant document was filed. We also exclude listed and in foreclosure properties to make your life easier.

View an in-app example.

HAMP loan mods - Most properties that entered foreclosure in 2009 and 2010, that did not end up being sold at a foreclosure auction or in a short sale, were saved by a HAMP loan mod. The loan mods of that era had two things in common - 1) they didn't include a reduction in principle, and 2) they had payments that reset 5 years out. Anyone with these loan mods is now struggling under significantly higher payments and may be very motivated to sell. We also exclude listed and in foreclosure properties to make your life easier.

View an in-app example.

Move Up Sellers and Buyers - As people start having kids, and making more money, many choose to move up to larger house, a better school district, or a nicer neighborhood. One new move up customer can represent as many as 4 transaction sides making these a great opportunity. We also exclude listed and in foreclosure properties to make your life easier.

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Downsizers - As people get older, and kids leave for college, they may no longer need the large home they once did. They may also want to lower expenses by downsizing in preparation for retirement. Or perhaps they are ready to simplify, or enjoy a retirement community. Lots of folks make this decision each year, and this is a great way to reach them. We also exclude listed and in foreclosure properties to make your life easier.

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Market Recovery Sellers - Many folks who bought homes just before the great housing bubble found themselves underwater for many years. Some have now recovered and are finally in a position to move again, or perhaps be done with homeownership altogether. Either way they are potential sellers you should be reaching out to. We also exclude listed and in foreclosure properties to make your life easier.

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Flippers - Flippers can be a great source of repeat business, both as buyers for your fixers, and as repeat sellers. Important - this list is of properties that have been flipped, not the flippers themselves. To see how to effectively use this list to find the flippers themselves watch: https://www.youtube.com/watch?v=0gG5-u5srDc.

View an in-app example.

Vacant Homes - Homes where mail is no longer deliverable, which may indicate that the home is not occupied by either an owner or tenant. This often indicates that the owner may either want or need to sell the property. This data is offered by the USPS to help you avoid sending mail to addresses which are not deliverable.

View an in-app example.

HOA Liens - Properties that have a homeowners association (HOA) lien typically indicate either that the owner is having financial difficulty or is in a dispute with their HOA. In either case selling is often the best way for the owner to resolve the issue and as such they are likely sellers.

View an in-app example.

Mechanics Liens - Properties that have a mechanics lien, especially one that remains open for a while, typically indicate either that the owner is having financial difficulty or is in a dispute with a contractor who did work on their property. In either case selling is often the best way for the owner to resolve the issue and as such they are likely sellers.

View an in-app example.

Missing Landlords - Looking for vacant properties is a mainstay for those looking for distressed real estate. We flip that on its head and instead look for landlords whose mailing address is vacant. A landlord that isn't picking up mail where they have their tax bill mailed is possibly in distress and a likely seller.

View an in-app example.

Commercial

Office - Office properties are included in our broader property of "Commercial", however, we also offer over 250 different advanced property types to allow you to get really specific about the property type you are looking for. This list includes the most common property types used to identify office buildings.

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Apartment - Quickly identify the 5+ unit apartments in your market. Want smaller units? Just add Multi-Family 2-4. Note that this depends on the county assessor properly identifying the property type. If you don't get the results you expect, try other criteria like Units, or lookup the address of a known apartment building to see how the county classifies it.

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Agricultural - Quickly identify agricultural properties in your market. Note that depending on what you are looking for, you may also want to add the property type Land, and add the Acres criteria. If you are looking for very specific types of ag properties, also take a look at our Advanced Property Type criteria.

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Industrial - Quickly identify industrial properties in your market. If you are looking for very specific types of industrial properties, also take a look at our Advanced Property Type criteria.

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Free & clear owners - Owners that do not have a lender may be willing to offer seller financing, or be motivated to cash out or downsize. They may also be in a good position to buy other properties you have to offer.

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Cash buyers - Owners that have recently purchased properties for all cash are potential buyers for additional deals and are great prospects for fixer and pocket listings, especially when the seller requires a fast close.

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In foreclosure - Identify commercial properties in some stage of foreclosure. To only look for commercial properties in specific stages of foreclosure, use our Foreclosure Stage criteria instead.

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Corporate owned - Identify commercial properties that are held in a LLC, partnership or corporate entity.

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Individually owned - Identify commercial properties that are held in an individuals name, rather than in an LLC or other corporate entity.

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Opportunity Zones - You can easily identify properties in Opportunity Zones by using the Census Tract criteria. For a list of census tracts that have been designated quality opportunity zones, please see www.irs.gov/pub/irs-drop/n-18-48.pdf. You'll need to add criteria for state, county, and census tract. For census tract, note that you will only use the last 6 digits of the number provided in the IRS document (the first 5 digits are the FIPS code for the state and county). This quick list uses all of the opportunity zones in San Mateo County, CA as an example.

View an in-app example.

Mortgage

PMI Elimination Prospects - Target homeowners whose homes have gone up in value who are in a position to refinance their loans and eliminate mortgage insurance.

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HELOC & Cash Out Prospects - Target homeowners who have less than 70% combined loan to value (CLTV) who are in the position to take out a HELOC or a Cash-Out loan.

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Mortgage Consolidation Prospects - Target homeowners who have multiple loans as well as enough equity to refinance into one loan.
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Specific Lender - Find loans made by specific lenders during a specific period of time. After adding the criteria set, click the criteria chips to enter the lender name and adjust the recording date.
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Cash Out - Target homeowners who have at least 30% equity and are in the position to take out a Cash-Out loan.
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Reverse Mortgage Holders - Looking for borrowers who already have a reverse mortgage? These are the criteria you need to find them.

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Reverse Mortgage Prospects - With an aging population reverse mortgages are a growing opportunity for lenders. Focus your marketing only on those homeowners with sufficient equity and of the right age to qualify.

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Private Money Residential Loans - Looking for homeowners who have a high-cost private money loan? They may now qualify for a traditional loan at much better rates. Or perhaps you want to buy the note from a private lender. Either way, this is the criteria set for you.

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Private Money Commercial Loans - Looking for commercial property owners who have a high-cost private money loan? Perhaps you can offer them a better rate or terms. Or perhaps you want to buy the note from a private lender. Either way, this is the criteria set for you.

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Seller Carryback Loans - Sometimes sellers carry back a loan to get their property sold. Sometimes these sellers are willing to sell their notes at a discount. Sometimes the buyers just need a little time to qualify for traditional financing, and you can now help them. Either way, one of the two parties is often looking for alternatives.

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Free & Clear Owner Prospects - While similar to HELOC and Cash Out prospects, this subset of that group, do not owe anything at all. We recommend you tailor your message specifically for this exclusive group and their unique needs.

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Renovation Loan Prospects - Older homes can often be cute, located in great neighborhoods, or a good deal. After a couple of years of ownership, however, some of the initial charms wear off and owners find themselves anxious to upgrade. Borrowing to renovate can be tempting at this stage making this a great list for cash out and renovation loans.

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Cash Out For College Prospects - As kids get older the reality of paying for cars and college becomes top of mind for many homeowners. Tapping home equity is the solution for some, and this criteria set helps you reach them.

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Upcoming ARM Reset Prospects - Adjustable rate mortgages often have a great starting rate, but the rate resets can be challenging and make homeowners wish they had opted for a fixed rate instead. Reaching out before, during, and after either initial or next ARM reset dates is the right to help them consider making the switch.

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Rate & Term Refi Prospects - Whether rates are headed up or down, there are always borrowers who can save with better rates today. Either because rates themselves improved, or because their credit history improved. Use our interest rate field to find the best prospects. Just remember rates are published for adjustable rate loans and estimated for fixed rate loans.

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Home Buyer Prospects - When most people list their home for sale, it is because they are looking for another home to buy. While we can't predict where they will buy, we do know many people buy again in the same general area. This list targets those home sellers so you can get in the door before they've purchased their next home.

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Flippers - Flippers can be a great source of repeat business, they often like directing business to a mortgage pro they know will perform. They are also good targets for hard money programs. Important - this list is of properties that have been flipped, not the flippers themselves. To see how to effectively use this list to find the flippers themselves watch: https://www.youtube.com/watch?v=0gG5-u5srDc.

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Home Services

Pre-Movers - Target owners who have listed a property for sale in the past month. These owners may be interested in professional cleaning services as well as repairs and upgrades to raise the value of their home (or as part of the sales agreement).  
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New Homeowners - New homeowners may be interested in renovation or remodeling to make their new house feel more like home. Be the first one to reach out to them by name at their new address!  
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Land Buyers - Owners who have recently purchased a piece of land may be interested in architectural or construction services.

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Large Lots - Target homeowners with lots greater than 1 acre (after adding the criteria set, click on this criteria chip to edit the minimum size you’re interested in). These homeowners are great to target for landscaping services.  
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Pool-side Living - Find homeowners who have pools who may be interested in pool maintenance services. On the flip-side, after adding the criteria set, you can click the criteria chip to change the criteria to “no” to target homes that don’t have a pool (or we don’t have data for*) who may be interested in installing one. This is a great criterion to combine with large lot size as you want to make sure the homeowners you’re targeting have the space to install a pool. *Data coverage for these features is county dependent. Some counties track whether properties have pools while others don’t.  
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Wealthy Locals - Target owners of high-end homes in the area who may have extra capital to spend on home services. (Be sure to adjust the default criteria based on your knowledge of the area.)
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Recent 2nd Mortgage - Homeowners often take out a second mortgage for large home renovations and improvement projects. Target any homeowners in the area who have recently taken out a second mortgage and may be interested in architectural or construction services.  
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New Wealthy Locals - Target owners who have recently purchased a high-end home in the area who may have extra capital to spend on home services. (Be sure to adjust the default criteria based on your knowledge of the area you are targeting.)
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Cash Buyers - Owners that have purchased properties with 100% down are often real estate investors who may be interested in architectural or construction services.  
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Recent Cash-Out Loans - It is well known that homeowners often tap their home equity for big purchases, whether with an equity line of credit (ELOC) or cash-out refinance. These criteria will find everyone who has recently taken out enough cash to buy what you are selling. If they borrowed with a purchase in mind, we want to help you get there first.

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Flippers - Flippers can be a great source of repeat business for your home or property services business. They are in the business of fixing and flipping and regularly need contractors, carpet, garage doors, etc. Important - this list is of properties that have been flipped, not the flippers themselves. To see how to effectively use this list to find the flippers themselves watch: https://www.youtube.com/watch?v=0gG5-u5srDc.

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Property Management

Absentee Owner: Out of County - Owners who own properties beyond their primary address may be looking for a property manager to take care of their rental or vacation home. The further away from their primary residence, the more likely they are to want to hire a management service to handle the day-to-day issues that may arise.

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Absentee Owner: Out of State - Owners who own properties beyond their primary address may be looking for a property manager to take care of their rental or vacation home. The further away from their primary residence, the more likely they are to want to hire a management service to handle the day-to-day issues that may arise.
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Vacant Properties - Target the owners of vacant properties to find owners who may have empty rentals or vacation homes. These owners may be interested in property management for a vacation home while they are away or for a rental property so they don't have to worry about finding a renter.  
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Ownership Type: Trust - Owners listed as trusts are more likely to own multiple properties and potentially be interested in property management services.  
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Clients in Foreclosure -  In order to use this quick list, you will first need to create a static list of all the properties you manage. (Click here for info on creating static lists). Once you have created your client list, start a new list using this quick list and your client list (My Data > In List criteria to add your client list as a criteria). Then you will have a list of any of your clients in foreclosure (if none of your clients are, then the list size will be zero). Because it’s a dynamic list, if any of your clients go into foreclosure, you’ll know right away (especially if you set an alert).
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Clients Underwater - In order to use this quick list, you will first need to create a static list of all the properties you manage. (Click here for info on creating static lists). Once you have created your client list, start a new list using this quick list and your client list (My Data > In List criteria to add your client list as a criteria). Then you will have a list of any of your clients underwater (if none of your clients are, then the list size will be zero). Because it’s a dynamic list, if any of your clients go underwater, you’ll know right away (especially if you set an alert).
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Clients Selling - In order to use this quick list, you will first need to create a static list of all the properties you manage. (Click here for info on creating static lists). Once you have created your client list, start a new list using this quick list and your client list (My Data > In List criteria to add your client list as a criteria). Then you will have a list of any of your clients who have listed their property for sale (if none of your clients are, then the list size will be zero). Because it’s a dynamic list, if any of your clients list their property, you’ll know right away (especially if you set an alert).  
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Financial Advisors

Young and Wealthy - Target young and wealthy homeowners who may be interested in finding a financial advisor. (Be sure to adjust the default criteria based on your knowledge of  the area.)

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Wealthy Locals - Target owners of high-end homes in the area who may be interested in professional services for managing their finances. (Be sure to adjust the default criteria based on your knowledge of the area you are targeting.)
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Business Owner - Target business owners who may be interested in professional services to manage their more complex financial situation.
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New Parents - Target homeowners with young children who may be interested in professional guidance about how to adjust their financial planning for new expenses and college funds.
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Parents - Target homeowners with children who may be trying to build a college fund.
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Paying for College - Target homeowners with high school children who may be interested in professional services as they explore the financial side of higher education.
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Nearing Retirement - Target homeowners age 50-65 who are getting close to retirement and may be interested in professional services to help with their planning and saving.

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Attorneys

Subdivision -  Have you seen multiple construction defects in the same subdivision? Reach out to other homeowners to let them know. We set the default subdivision to one near our headquarters. After adding the criteria set, be sure to click the criteria chip to change it to the subdivision you are interested in.

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Preforeclosure - Do you specialize in bankruptcy or helping people in debt? Target owners in the preforeclosure stage to offer your services during the foreclosure process.  
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Lender - Are you involved in a class-action lawsuit and need to find loans from a certain lender during a certain time frame? After adding the criteria set, click the criteria chips to adjust the criteria to match the lender and time frame you are interested in.
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Asset Search - Using your client's name, you can search for all properties they own within a state. (Note: if your client has a common name, some of the properties on this list may not belong to them).  
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Underwater Owners - Target homeowners struggling with debt.  
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HOA Liens - Properties that have a homeowners association (HOA) lien typically indicate either that the owner is having financial difficulty or is in a dispute with their HOA. In either case selling is often the best way for the owner to resolve the issue and as such they are likely sellers.

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Mechanics Liens - Properties that have a mechanics lien, especially one that remains open for a while, typically indicate either that the owner is having financial difficulty or is in a dispute with a contractor who did work on their property. In either case selling is often the best way for the owner to resolve the issue and as such they are likely sellers.

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Insurance

Wealthy Locals - Target owners of high-end homes in the area who may be interested in exploring alternate insurance options. (Be sure to adjust the default criteria based on your knowledge of the area you are targeting.)  
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New Wealthy Locals - Target homeowners who have recently purchased a high-end home in the area who may be interested in exploring alternate insurance options. (Be sure to adjust the default criteria based on your knowledge of the area you are targeting.)  
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Business Owners - Target property owners who own their own business and may be interested in exploring alternate insurance options.  
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New Homeowners - Target new homeowners who may be interested in exploring various home insurance options.  
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New Parents - Target homeowners with young children who may be interested in exploring life and medical insurance options.  
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Moving and Storage

Pre-Movers - Target owners who have listed a property for sale in the past month and will be moving in the near future. They may be interested in hiring movers or putting items into storage during the transition.

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Wealthy Pre-Movers - Target owners who have listed a high-value property for sale in the past month and will be moving in the near future. They may be interested in hiring movers or putting items into storage during the transition.
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New Homeowners - Target owners who have recently purchased a property and may be interested in moving or storage services.
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Nonprofits

Wealthy Locals - Target wealthy locals who may have disposable capital they can donate to nonprofits. (Be sure to adjust the default criteria based on your knowledge of the area you are targeting.)  
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Highly Educated - For educational nonprofits: target property owners with college and advanced degrees who are more likely to be interested in supporting educational non-profits.  
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Donors - Target property owners who have given to charity in the past and maybe looking for a new cause to support. By default, we include all categories of charitable giving. After adding the criteria set, click on the criteria chip to adjust the selection to better fit your nonprofit.    
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Wealthy Philanthropists - Target owners of high-end homes who have a history of charitable giving in any category. (Be sure to adjust the default criteria based on your knowledge of the area you are targeting.)  
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Art & Culture Enthusiasts - For art and culture nonprofits: target owners who have shown an interest in art and culture and may be interested in supporting art and culture nonprofits.  
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Business Owners - Target local business owners to build mutually beneficial relationships and find sponsors for fundraisers and events.  
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Cold Call List - Combine this list with any other criteria to create a list of owners with phone numbers.  
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New Wealthy Locals - Target homeowners who have recently purchased a high-end home in the area who may have disposable capital they can donate. (Be sure to adjust the default criteria based on your knowledge of the area you are targeting.)  
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Political Campaigns

Homeowners in Congressional District - Target homeowners whose mailing addresses are in your congressional district. After adding the criteria set, click the criteria chips to enter the lender name and adjust the recording date.
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Non-homeowners in Congressional District - Target non-homeowners whose sites of residence are in your congressional district. When mailing to these occupants be sure to address it to the Current Resident, or similar, rather than the owner's name. After adding the criteria set, click the criteria chips to enter the lender name and adjust the recording date.
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Cold Call List - Combine this list with any other criteria to create a list of owners with phone numbers.
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Political Donors - Target homeowners who have a history of charitable donations to politics.
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Wealthy and Politically Interested - Target wealthy homeowners who have shown interest in politics. (Be sure to adjust the default criteria based on your knowledge of the area.)
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Business Owners - Target local business owners whose businesses may be impacted by new policies.
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New Wealthy Locals - Target owners who have recently purchased a high-end home in the area who may have disposable capital they can donate to political campaigns. (Be sure to adjust the default criteria based on your knowledge of the area you are targeting.)
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Automotive

Birthday Special - People often like to treat themselves for their birthday. Target locals with birthday specials the month before their birthday! We have set the default to January. After adding the criteria set, you can click the criteria chip to set it to next month (Note: if it's May, set it to June) to make sure your offer arrives in time.

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Recent 2nd Mortgage - Target homeowners who have recently taken out a second mortgage, something often done to make a large purchase.
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Mid-Life Splurge - Major purchases are not uncommon when turning 50. Target wealthy homeowners turning 50 in the next year who may want to celebrate the milestone with a new vehicle. (Be sure to adjust the default criteria based on your knowledge of the area.)
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Auto Enthusiasts - Target homeowners who have shown an interest in autos.
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Wealthy Locals - Target wealthy locals who may have extra capital to spend on vehicles. (Be sure to adjust the default criteria based on your knowledge of the area.)
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New Wealthy Locals - Target owners who have recently purchased a high-end home in the area who may have extra capital to spend on a vehicle. (Be sure to adjust the default criteria based on your knowledge of the area you are targeting.)
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Recent Cash-Out Loans - It is well known that homeowners often tap their home equity for big purchases, whether with an equity line of credit (ELOC) or cash-out refinance. These criteria will find everyone who has recently taken out enough cash to buy what you are selling. If they borrowed with a purchase in mind, we want to help you get there first.

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Other Businesses

Beauty and Fashion Enthusiasts - Target homeowners who have shown an interest in beauty and fashion.

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Birthday Special - People often like to pamper themselves for their birthday. Target locals with birthday specials the month before their birthday! We have set the default to January. After adding the criteria set, you can click the criteria chip to set it to next month (if it's May, set it to June) to make sure your offer arrives in time.

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Family Specials - Target parents with "family specials" to fill early hours or slow nights.

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Female Homeowners Over a Certain Age - Target female homeowners over a certain age who likely have disposable income and interest in your products. After adding the criteria set, click the age criteria chip to adjust the age range to your target.
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Fitness Enthusiasts - Target local homeowners who have shown an interest in fitness.

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Golfers - Target local homeowners who have shown an interest in golf.

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Health Donors - Target homeowners who have a record of health-related charitable giving.

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Health Professionals - Target homeowners who are health professionals.

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Healthy Seniors - Target homeowners over the age of 55 who have shown an interest in fitness, sports, or the outdoors. After adding the criteria set, click the criteria chip to adjust the age to fit your target.

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Interests - Target homeowners by their interests to find owners who are more likely to be interested in what you are selling. We set the default to Beauty/Fashion. After adding the criteria set, you can click the criteria chip to explore all of the interest categories to see which best fits your business.

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New Homeowners - Target owners who have recently purchased a home in the area to make sure they hear about you first.  
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New Wealthy Locals - Target owners who have recently purchased a high-end home in the area who may have extra capital to spend on beauty and spa. (Be sure to adjust the default criteria based on your knowledge of the area you are targeting.)
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Parents - Target homeowners with children who may be interested in pediatric care and services.
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Recent Cash-Out Loans - It is well known that homeowners often tap their home equity for big purchases, whether with an equity line of credit (ELOC) or cash-out refinance. These criteria will find everyone who has recently taken out enough cash to buy what you are selling. If they borrowed with a purchase in mind, we want to help you get there first.

View an in-app example.

Seniors - Target homeowners over the age of 65 for geriatric and senior services.

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Smokers - Target homeowners who have (at some point) shown an interest in smoking.

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Spanish Speakers - If you're a bilingual practice, target homeowners whose primary language is Spanish with marketing in their native language. (After adding the criteria set, you can click the criteria chip to change the language to one that is relevant to you).

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Wealthy Locals - Target wealthy locals who may have extra capital to spend on beauty and spa. (Be sure to adjust the default criteria based on your knowledge of the area.)  
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Young and Ready to Party - Target younger homeowners who are more likely to enjoy late nights and partying.
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