For an overview of finding a person or property, learning more about them, or how to connect in person, by phone, email, or social media, watch the following video.

You can quickly find a person or property by selecting Lookup from the Main menu.

After you select Lookup from the Main menu, you can choose to either Lookup a Person, or Lookup a Property.

To Lookup a Person: 

  1. Select Person in the Lookup toolbar.

  2. From the Find a specific person by menu, select one of the following:
    - Owner Name
    - Phone
    - Email

  3. For Owner Name lookup, type either the First and Last name, or the Company name.
    - You can, but don't have to, limit your results by location by choosing from the following: Everywhere, or by State, County, City, or Zip Code.
    - Then, click Lookup.

  4. For Phone lookup, type the phone number; then click Lookup.

  5. For Email lookup, type the email address; then click Lookup.

After you click the Lookup button, the results are displayed. Next, you can use your search results.

To Lookup a Property: 

  1. Select Property in the Lookup toolbar.

  2. From the Find a specific property by menu, select either:
    - Site Address
    - APN
    - RadarID
    - or Show Nearby

  3. When looking up by Site Address, type the full address for the property you want to find. Then, click Lookup.

  4. When looking up by APN, enter the Assessor's Parcel Number. Optionally, limit results by State or County. Then, click Lookup.

  5. When looking up by RadarID, enter the RadarID, then click Lookup.

  6. When looking up by Show Nearby, just click Lookup.
    You must enable location services in your System Preferences.

After you click the Lookup button, the results are displayed. Next, you can use your search results.

Using Your Search Results

The Lookup window displays the:

... 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 Interest Level

  • Set Status

  • Add Note

  • Direct Mail

  • Mailing Labels

  • Mailing Merge

  • Purchase Emails

  • Purchase Phones

  • Export to File

  • Export to Zapier

  • Email Report

  • Print Report

After selecting the action you want to make on the record, a corresponding window steps you through the action.

Change View Menu

The results of your Lookup are displayed in either Map View, Grid View, Card View, or Split View. Choose your preference from the View menu.

Selecting a Record

Get further details about a person or property by double-clicking on one of the following to open the record:

  • Property icon in the Map View

  • Line item in the Grid View

  • Property icon or Address in the Card View

The Property and Owner Profile record is then displayed.

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