The search details page generated for CoreLogic Data Services searches displays all real estate information located for the selected search result. It enables you to review the information before you decide to take additional action.
If you decide the information is helpful, you can add the information to an existing constituent or a new constituent record.
To add to an existing constituent, click Add to constituent. Before you select which constituent this information applies to, you need to select which part of the real estate search result you want to add. Real estate record adds the entire search result or you can select a part of the result like the property address.
To create a new constituent from the search result, click Add constituent. Before you see the constituent names and relationship screen, you can select which part of the search result you want to create the constituent from.
If you select "owner/property address" or "owner/mailing address," the owner information is pulled from the Property address section, Owner field. If both a property and a mailing address return, select which address is the constituent's primary address.
If you select "assessee/assessee address," the constituent name and address information pulls from the Assessee and buyer information section, assessee fields.
If you select "buyer/buyer address," the consituent name and address information pulls from the Assessee and buyer information section, buyer fields.
Review the information on the External Property Details page before you add the constituent. If the prospect you want to add is listed in one part of the property details but not another, your choice for which part of the search result to pull from will determine which names are available on the Select constituent names to add screen.
Once you fill out the names and relationship fields, you continue to the Add an individual screen. This is your standard add individual screen where we recommend you fill in as much information about the prospect as you can.
Tip: The more information you add in before you complete a full WealthPoint screening, the more data we can return for you. In our Target Analytics database, we can match on more than a first and last name. When you provide more prospect biographical information, we have the opportunity to match data on more fields!
When you click Save, the new wealth and ratings record appears for your constituent. If you want to do more with the real estate search result, click the browser's back button. You can return to the External Property Details page or if you click the back button again, you can return to the search results.