In this article we discuss how to filter records in your REISIft account.

Being able to filter your data helps you build more efficient marketing campaigns and allows you to better manage your leads.

We have ton of filter options that allows you to dig down into your data. You can filter for absentee owners, vacant properties, records that have been skip traced but have no numbers, by status and these are just a few examples.

You'll start by clicking on Records on the left side bar of your account. This is where you can access all the records you upload. Next, click Filter Records towards the top right of the Records page.

Then select Add New Filter Block. Here you can see all our filter options.

The filters are organized by General, Property Filters, Owner Filters, Marketing, and Additional Fields.

General

Task Filters

Property Filters

Owner Filters

Offer Filters

Marketing

Additional Fields

SiftLine Filters

The filter options are searchable. To search for a filter, type in the name of a filter in the Search for filter blocks section.

You can select to filter by one option, or click Add new filter block to add additional options.

Once you've selected all options you want to filter by, click Apply Filters to see the results.

We show the options you are filtering by towards the top left of the Records page.

When filtering by List or Tag, these filters operate as an AND filter, meaning it will return results for any records on both List A AND B and not records on List A OR B.

For example, when filtering by these two lists, we will show results for properties on both the Bankruptcy AND High Equity list, and not records on only one of these lists.

For many of our filter options, you can choose include or exclude specific options.

Options that are being included will appear in a blue pill.

To exclude a filter option, select Do not include from the drop down menu, and enter in each option you want to exclude. These options will appear in a red pill.

Being able to exclude options is especially helpful when filtering for records you have not reached yet. As long as you are maintaining and updating your records, excluding all options in the Property Status filter should show you any records you haven't reached yet, because if you speak with the owner the property would have a status.

You can combine this filter with the Params & Others filter block and select Numbers Yes to see which records you can start marketing to through cold calling or SMS campaign.

Filter Presets allows you to save certain filter combinations. To view filter presets, click Load towards the top of the filter block, View Presets, or Filter Presets at the bottom of the Filter Records section.

All accounts come pre-loaded with REISift Base Presets. These presets can be used alone, or as a base to help you start building your marketing campaigns.

The REISift Base Presets are:

You have the option to create your own custom filter presets using any combination of filter options. The amount of custom presets you can create varies per plan:

Build your own by selecting the filter options, then clicking Save New at the top right.

Then enter a name for your preset, select a folder, and Save Preset.

Folders can be created to organize your custom filter presets. To create a folder, click Create new folder.

When creating a new folder, you have control over who can access the folder and all filters in the folder. To give access to all users in your account, select Everybody.

To allow access only for certain users, select Users and choose which users you want to have access.

To allow access by role, choose Role and select the roles you want to allow access for. Any user assigned to the role you are selecting will be able to access.

Related Trainings

Creating Custom Filter Presets

How to Rename, Delete, and Move Filter Presets to Folders

How to Filter by List

Task Filters Overview

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