Overview
Property List provides two distinct user experiences—Marketing and Non-Marketing—to ensure compliance and accommodate different business needs. This article explains the difference in access and how the platform automatically manages data based on your user type.
Marketing Experience
Purpose: This experience is designed for lead generation, targeted direct mail campaigns, and other solicitation efforts.
Compliance: The system automatically adheres to compliance rules by scrubbing every export against DMAChoice preferences.
Geographic Restrictions: The marketing experience automatically suppresses non-mailable geographies. For instance, marketing users cannot access South Carolina due to state law restrictions.
View Marketing Use Cases
Persona | Sample Title | Use Case |
|---|---|---|
Title & Escrow | Title Officer, Escrow Manager | Generate custom lead lists and track market activity to support agent and lender partnerships. |
Appraisal | Appraiser, Valuation Analyst | Provide custom lead lists to support appraisals and client partnerships. |
Broker/Agent | Residential Agent, Broker | Run geofarming and prospecting campaigns; identify sellers and landlords. |
Homebuilders | Marketing and sales | Promote services to homeowners and identify expansion areas using property trends. |
Investor | Real Estate Investor | Locate motivated sellers using foreclosure risk and absentee owner insights. |
Financial Services | Wealth Advisor, Private Banker | Identify affluent or retirement-age homeowners for financial planning and services. |
Lender | Mortgage Loan Officer | Target homeowners for loans, refinancing, HELOCs, or loan modification based on equity. |
Marketing Services | Marketing Manager, Campaign Lead | Launch personalized campaigns using hyper-targeted location and property data. |
Home Services/Retail | Home Retailer, HVAC Provider | Promote home upgrades and services based on property type, age, or move-in recency. |
Utilities & Energy | Energy Program Manager | Identify properties for program promotion such as efficiency upgrades, solar, or EV charging infrastructure. |
Insurance | Insurance Underwriter Agent | Find homes for tailored insurance products based on location, risk, and ownership type. |
Non-Marketing Experience (Research)
Purpose: This experience is designed for research, due diligence, compliance, and analysis.
Access: It is an unrestricted experience.
Data Use: You can use this access to verify ownership, analyze property characteristics, and pull parcel-level data. For example, a non-marketing user can access South Carolina, whereas a marketing user cannot.
View Non-Marketing Use Cases
Persona | Sample Title | Use Case |
Title & Escrow | Title Officer, Escrow Manager | Verify ownership and liens; monitor transfers to resolve title issues. |
Appraisal | Appraiser, Valuation Analyst | Access comps and property data for accurate home valuations. |
Builder/Construction | Land Planner, Site Engineer | Analyze property data to support infrastructure, renovation, and planning efforts. |
Real Estate Investors | Acquisitions Analyst, Fund Manager | Locate properties that match investment criteria for rental, resale, or development. |
Government Agencies | Urban Planner, Tax Assessor | Use property data for policy planning, audits, disaster response, and outreach. |
Non-Profit | Fundraising Manager | Build property-based outreach lists for donor engagement. |
Consulting | Strategy Consultant, CRE Advisor | Use market and mortgage data to support client location and investment decisions. |
Academic Institutions | Housing Researcher, Urban Economist | Analyze housing, property, and demographic data for academic research. |
Healthcare | Site Planner, Market Analyst | Identify areas suitable for senior living or facility expansion using property data |