Add Real Estate Information Screen

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

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.
Address information	Site address of the property.
APN (Assessor’s parcel number)	Serial number assigned to the property.
Owner	Name of the constituent.
Care of name	Name of the individual responsible for the property.
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.

Assessment Tab

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.
Assessee address	Any address information associated with the assessee is recorded here.
Recording date	Date of the most recent sale as listed on the county tax/assessment roll.
Document type	County description of the document type for most recent sale.
Tape cut date	Date sale was recorded.
Sales price	Price paid by the current owner of the property as listed on the county tax/assessment roll.
Sales price indicator	Identifies the sales price indicator: full amount, assessor qualified, partial amount, etc.
Assessed value year	Year property was assessed.
Assessed improvement value	Value attached to any structures or improvements made to the property in the last assessed year.
Assessed land value	Value attached to land alone in the last assessed year.
Total assessed value	Total assessed value of property (includes improvements and land).
Market value year	Year property market value was assigned.
Market improvement value	Market value attached to any structures or improvements made to the property.
Market land value	Market value attached to land alone.
Total market value	Total market value of property (includes improvements and land).

Assessment Detail tab

This tab houses property specifications - number of rooms, size, year built, heating and cooling information.

Deed tab

This tab houses ownership and property description information.

Field Name	Field Explanation
Buyer #1 name/Buy #2 name	Identifies buyers listed on the deed.
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.
Seller address	Address recorded for the seller.
Recording date	Date the parties record the deed. Post dates the recording date.
Document type	Indicates the deed document type: affidavit, conservator’s deed, contract of sale, etc.
Date of contract	The date the document was executed by the parties. This pre-dates the recording date.
Sale price	Amount paid for property by current owner.
Loan amount	Total amount borrowed to purchase the property.
Loan type	Indicates the type of loan: cash, FHA, land contract, etc.
Type of financing	Indicates financing: adjustable rate, fixed rate, other.
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.
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.

Mortgage Tab

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.
Borrower #1 name/Borrower #2 name	Borrowers associated with the mortgage.
Borrower vesting	Tracks vesting of borrowers. For example, John Smith and Jane Smith, Husband and Wife, as Joints Tenants with rights of survivorship.
Borrower address	Address information associated with the borrowers.
Loan amount	Total amount borrowed to purchase the property.
Loan type	Indicates the type of loan: cash, FHA, land contract, etc.
Type of financing	Indicates financing: adjustable rate, fixed rate, other.
Date of contract	The date the document was executed by the parties. This pre-dates the recording date.
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.