Investor | Realtor | Home Services | Property Management | Lenders | Financial Advisors | Attorneys | Insurance | Moving and Storage | Nonprofits | Fitness and Gyms | Health and Medical | Beauty and Spa | Food and Beverage | Retail | Political Campaigns | Automotive 

You can edit these criteria by clicking on them in the criteria field after you add them. To use these quick lists you will also need to add location criteria. 

Investors

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 the trustee sale can be fantastic potential buyers for wholesalers. Trustee sale buyers uniquely have the ability to quickly purchase homes for 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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Preforeclosure (NOD) - 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.  
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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 (NTS) - Owners that have received a notice of trustee sale, 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.  
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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.  
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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 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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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 as they are unlikely to be good  listings.  
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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 which 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.  
(Click here for example)

Absentee Owner (Landlord) - 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 as they are unlikely to be good listings.  
(Click here for example)

Absentee Owner (Landlord): Out of Area - 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 as they are unlikely to be good listings.  
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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 properties as they are already represented.  
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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 criteria 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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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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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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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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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 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 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.  
(Click here for example)

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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Lenders

Mortgage Insurance Elimination - Target homeowners whose homes have gone up in value who are in a position to refinance their loan and eliminate mortgage insurance.  
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HELOC $ Cash Out Opportunities - 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 - 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 times. 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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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.) You can edit these criteria by clicking on them in the criteria field after you add them. To use this quick list you will also need to add location criteria.  
(Click here for example)

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 professional services as they explore the financial side of higher education.
(click here for example)

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.  
(Click here for example)

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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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 non profits: 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 may be 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.  
(Click here for example)

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.)  
(Click here for example)

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Fitness and Gyms

Birthday Special - People often use birthdays to set new goals and make lifestyle changes. Target locals with birthday specials the month before their birthday! We have set the default to January.
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Wealthy Locals - Target wealthy locals who may have extra capital to spend on fitness and gyms. (Be sure to adjust the default criteria to  based on your knowledge of the area.)  
(Click here for example)

Fitness Enthusiasts - Target local homeowners who have shown an interest in fitness. (Click here for an example)

Golfers - Target local homeowners who have shown an interest in golf.  
(Click here for an example)

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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New Homeowners - Target owners who have recently purchased a home in the area to make sure they hear about you first.  
(Click here for example)

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Health and Medical

Parents - Target homeowners with children who may be interested in pediatric care and services.
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Seniors - Target homeowners over the age of 65 for geriatric and senior services.  
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Health Donors - Target homeowners who have a record of health-related charitable giving.  
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Smokers - Target homeowners who have (at some point) shown an interest in smoking.  
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Health Professionals - Target homeowners who are health professionals.   

Spanish Speakers - If you're a bilingual practice, target homeowners who's 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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New Homeowners - Target owners who have recently purchase a home in the area to make sure they hear about your practice first.  
(Click here for example)

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Beauty and Spa

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.  
(Click here for example)

Female Homeowners Over a Certain Age - Target female homeowners over a certain age who likely have the 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.  
(Click here for example)

Beauty and Fashion Enthusiasts - Target homeowners who have shown an interest in beauty and fashion.  
(Click here for example)

Wealthy Locals - Target wealthy locals who may have extra capital to spend on beauty and spa. (Be sure to adjust the default criteria to based on your knowledge of the area.)  
(Click here for example)

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.)  
(Click here for example)

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Food and Beverage

New Homeowners - Target owners who have recently purchased a home in the area to welcome them and make sure they know about your establishment.  
(Click here for example)

Wealthy Locals - Target wealthy locals who may have extra capital to spend on catering or dining out. (Be sure to adjust the default criteria based on your knowledge of the area.)  
(Click here for example)

Senior Specials - Target seniors with "senior specials" to fill earlier dining hours.  
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Young and Ready to Party - Target younger homeowners who are more likely to enjoy late nights and partying.  
(Click here for example)

Birthday Special - People love to go out and celebrate their birthdays. 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.  
(Click here for example)

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

Parents - Target homeowners with children.  
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Wealthy Locals - Target wealthy locals who may have extra capital to spend on luxury retail. (Be sure  to adjust the default criteria based on your knowledge of the area.)  
(Click here for example)

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 welcome them and make sure they know about your establishment.  
(Click here for example)

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Political Campaigns

Homeowners in Congressional District - Target homeowners whose mailing addresses are in your congressional district.  
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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 Current Resident, or similar, rather than the owner's name.
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Cold Call List - Combine this list with any other criteria to create a list of owners with phone numbers.  
(Click here for example)

Political Donors - Target homeowners who have a history of charitable donations to politics.  
(Click here for example)

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.)  
(Click here for example)

Business Owners - Target local business owners whose businesses may be impacted by new policies.  
(Click here for example)

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.)  
(Click here for example) 

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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 (if it's May, set it to June) to make sure your offer arrives in time.  
(Click here for example)

Recent 2nd Mortgage - Target homeowners who have recently taken out a second mortgage, something often done to make a large purchase.
(Click here for example)

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.)  
(Click here for example)

Auto Enthusiasts - Target homeowners who have shown an interest in autos.  
(Click here for example)

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.)  
(Click here for example)

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.)  
(Click here for example)

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