You access prospect real estate information from the Real estate section of the Assets tab on the prospect's Wealth and Ratings page. The information is arranged in the following tabs:
| • | Property Tab |
| • | Assessment Tab |
| • | Assessment Detail tab |
| • | Deed tab |
| • | Mortgage Tab |
The Property tab houses general information about the real estate, the location of the real estate, and the assessed and market values of the real estate.
|
Field Name |
Field Explanation |
|
Source |
Source of the real estate information. |
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Address information |
Site address of the property. |
|
APN (Assessor’s parcel number) |
Serial number assigned to the property. |
|
Owner |
Name of the constituent. |
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Care of name |
Name of the individual responsible for the property. |
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Mailing address |
Address of the name entered in the Care of name field.. |
|
Reported values |
The reported Sales amount displays in the Value column and the date this amount was recorded in the Reported date column. The Property valuation is the largest of the following: property value estimate, assessed amount, market value, sales amount, loan amount, or second loan amount. |
|
Notes |
Any additional information about the property. |
|
Field Name |
Field Explanation |
|
Assessee #1 name |
Assessed owner as of the Lien date. This is the name exactly as shown in the current Assessor’s Tax Roll. |
|
Assessee #2 name |
This name varies from county to county. It contains any additional assessed owner name when provided separately by the county. DBA names are preceded with indicator of “dba.” |
|
Care of name |
If a C/O name is included in the assessment record, it is recorded here. |
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Assessee address |
Any address information associated with the assessee is recorded here. |
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Recording date |
Date of the most recent sale as listed on the county tax/assessment roll. |
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Document type |
County description of the document type for most recent sale. |
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Tape cut date |
Date sale was recorded. |
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Sales price |
Price paid by the current owner of the property as listed on the county tax/assessment roll. |
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Sales price indicator |
Identifies the sales price indicator: full amount, assessor qualified, partial amount, etc. |
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Assessed value year |
Year property was assessed. |
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Assessed improvement value |
Value attached to any structures or improvements made to the property in the last assessed year. |
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Assessed land value |
Value attached to land alone in the last assessed year. |
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Total assessed value |
Total assessed value of property (includes improvements and land). |
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Market value year |
Year property market value was assigned. |
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Market improvement value |
Market value attached to any structures or improvements made to the property. |
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Market land value |
Market value attached to land alone. |
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Total market value |
Total market value of property (includes improvements and land). |
This tab houses property specifications - number of rooms, size, year built, heating and cooling information.
This tab houses ownership and property description information.
|
Field Name |
Field Explanation |
|
Buyer #1 name/Buy #2 name |
Identifies buyers listed on the deed. |
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Buyer vesting |
Indicates how the buyers took title to the subject property: community property, estate, family trust, etc. |
|
Care of name |
If a C/O name is included in the deed, it is recorded here. |
|
Buyer address |
Address recorded for the buyer. |
|
Seller #1 name/Seller #2 name |
Identifies sellers included on the deed. |
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Seller address |
Address recorded for the seller. |
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Recording date |
Date the parties record the deed. Post dates the recording date. |
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Document type |
Indicates the deed document type: affidavit, conservator’s deed, contract of sale, etc. |
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Date of contract |
The date the document was executed by the parties. This pre-dates the recording date. |
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Sale price |
Amount paid for property by current owner. |
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Loan amount |
Total amount borrowed to purchase the property. |
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Loan type |
Indicates the type of loan: cash, FHA, land contract, etc. |
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Type of financing |
Indicates financing: adjustable rate, fixed rate, other. |
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Due date |
Date the first trust deed will be paid in full. |
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Lender name |
Name of the beneficiary to the first trust deed (mortgage). When more that one lender is reported, only the first lender included on the document is entered. If a Trust, along with Trustees appear as Lender, then the Trust Name is entered. |
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Title company |
Name of title company which issues the certificate of title insurance. This information is taken from the Deed and/or Trust Deed. |
|
Legal property description |
Legal description of the property, which includes property use, lot code and number, block, unit number, city/township, subdivision, and a brief description. |
This tab tracks mortgage information associated with the property. It records data for up to two mortgages.
|
Field Name |
Field Explanation |
|
Recording date |
Date the parties record the mortgage. |
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Borrower #1 name/Borrower #2 name |
Borrowers associated with the mortgage. |
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Borrower vesting |
Tracks vesting of borrowers. For example, John Smith and Jane Smith, Husband and Wife, as Joints Tenants with rights of survivorship. |
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Borrower address |
Address information associated with the borrowers. |
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Loan amount |
Total amount borrowed to purchase the property. |
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Loan type |
Indicates the type of loan: cash, FHA, land contract, etc. |
|
Type of financing |
Indicates financing: adjustable rate, fixed rate, other. |
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Date of contract |
The date the document was executed by the parties. This pre-dates the recording date. |
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Due date |
Date the first trust deed will be paid in full. |
|
Lender name |
Name of the beneficiary to the first trust deed (mortgage). When more that one lender is reported, only the first lender included on the document is entered. If a Trust, along with Trustees appear as Lender, then the Trust Name is entered. |