Find External Properties and Businesses

Find External Properties and Businesses enables researchers to identify important data on prospects even when only incomplete information is available. For example, a prospect may own vacation property that for a number of reasons is not showing up during the WealthPoint search. With Find External Properties and Businesses, the researcher can search specifically for real estate and businesses based on limited criteria.

Tip: For the majority of searches, we recommend the more robust Target Analytics external prospecting database search. From the Search page, click Show advanced search. On the Advanced search screen, you can enter business and real estate criteria like you can from the Find External Properties and Businesses search.

If you do use the External Properties and Businesses search, this tool takes the submitted criteria and matches it to CoreLogic data for real estate information or to Dun & Bradstreet data for business ownership information. The results display on the Find External Properties and Businesses page.

In the search results, when you click the property address link for a real estate search result or a business ownership search result, a details page appears with more information.

Note: Find External Properties and Businesses is available only to clients with WealthPoint subscriptions.

If the information you find is helpful, you can add the data to an existing or new constituent. On the constituent record, the new data (real estate or business ownership record) will have a match code of EPB - External properties and businesses. Also, the confidence rating defaults to a 5, but it can be changed if you edit your confidence settings in Prospects Configuration.

Real Estate Property Details

Business Ownership Details

 

 

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