For individuals, the Real estate section of the Assets tab tracks all real estate holdings located for this prospect.
For organizations, groups, and households, the Wealth and Ratings - Real Estate page tracks all real estate holdings located for this prospect/household.
This section/page also stores information from the CoreLogic Data Services real estate data source imported from WealthPoint.
For information about managing your columns and filtering and searching content in the grid, see Display Tips for Members List.
Add a Prospect's Real Estate Information
Add Real Estate Information Screen
Edit a Prospect’s Real Estate Information
Confirm a Prospect’s Real Estate Information
Unconfirm a Prospect's Real Estate Information
Reject Prospect Real Estate Information
Undo "Reject" on Prospect Real Estate Information
Delete a Prospect’s Real Estate Information
Export Real Estate Information