<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=320233601877423&amp;ev=PageView&amp;noscript=1">
Feb 05, 2024 PropStream

Introducing PropStream’s New Mortgage Recording Date Filter!

We're thrilled to announce a valuable addition to the PropStream toolkit – the Mortgage Recording Date filter!

We're thrilled to announce a valuable addition to the PropStream toolkit – the Mortgage Recording Date filter!

This filter empowers users with the ability to select a specific date range for one (or several) open (recorded) mortgages on subject properties, unlocking a wealth of possibilities in property assessment.

When you combine this new filter with the List Automator add-on, you can receive notifications when new mortgages are recorded in our system. This data is crucial for real estate professionals needing in-depth mortgage data for targeted lead generation. 

Let us tell you more about this exciting new filter…

Who Is This Filter Most Beneficial For?

The Mortgage Recording Date filter is tailor-made for loan originators and other real estate professionals who rely on mortgage information to evaluate properties and identify new lead opportunities. 

Now, loan originators and other users can seamlessly navigate through mortgages based on their recording date, streamlining the property assessment process like never before.

How to Perform a Search Using The Mortgage Recording Date Filter

Searching with this new filter is as easy as pie! 

Here’s how in three simple steps:

Step 1: Choose the "Filters" Dropdown Next to the Search Bar

Step 1: Choose the "Filters" Dropdown Next to the Search Bar

Step 2: Navigate to the "Mortgage Info" Dropdown

Step 2: Navigate to the "Mortgage Info" Dropdown

Step 3: Enter a Custom Date Range Under "Mortgage Recording Date"

Step 3: Enter a Custom Date Range Under "Mortgage Recording Date"

How to Use The Mortgage Recording Date Filter With List Automator

Combining List Automator with this new filter is an excellent way to stay on top of new leads matching your criteria. Here’s how you can use the two tools together:


 If you don’t already have List Automator added to your account, you will need to do that before you can proceed with the following steps. Watch a tutorial here to learn how to add List Automator.


Step 1: Create a New Marketing List With Your Specific Mortgage Recording Date Range

Step 1: Create a New Marketing List With Your Specific Mortgage Recording Date Range

Step 2: Choose “Automate List” and Set Your Desired Automation Criteria and List Adjustment Preferences

Step 2: Choose “Automate List” and Set Your Desired Automation Criteria and List Adjustment Preferences

Step 3: Access Your Automated List in the “Automated Lists” Section

Step 3: Access Your Automated List in the “Automated Lists” Section

💡Pro Tip: If you’re setting entirely new search criteria for automation (e.g., a new filter, removing a filter), we recommend starting a new list rather than editing an existing one, as you risk accidentally losing leads. The “Edit List” function may be more appropriate for minor tweaks to your list (e.g., a small date change).

Additional Tips for Utilizing the Mortgage Recording Date Filter

  • You can enter a beginning date and an end date to your date range. Or, leave one open.
  • You can select your date range before or after choosing a search location.
  • To double-check the mortgage recording date, click on a property to pull up its card, and click on the “Mortgage & Transaction History” tab. This data will be toward the top of your results.
  • Target your search to find recording dates for 1-4 mortgages per property.
    • Note: The more mortgages you attempt to target, the broader you may need to make your date range to find properties that match your criteria.
  • You can find and download current deeds as well as mortgage and pre-foreclosure documents directly from PropStream for as little as $5.00 per document.
  • Export saved leads from the “My Properties” tab to start your outreach efforts. Or, better yet, send an email or a postcard to your prospects conveniently through the PropStream platform!

Try PropStream for 7 Days Free to Try the Mortgage Recording Date Filter

At PropStream, we're committed to empowering real estate professionals with cutting-edge tools, and the Mortgage Recording Date filter is another step in that direction. Elevate your property assessment game, generate targeted leads, and witness the transformative impact of this latest feature.

Ready to explore the possibilities? See the Mortgage Recording Date filter in action by activating your 7-day free trial!


Psst! Each PropStream 7-day free trial includes 50 complimentary leads 🔎

 

Published by PropStream February 5, 2024
PropStream