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.
Accessing the Records Filter
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.
Filter Options
The filters are organized by General, Property Filters, Owner Filters, Marketing, and Additional Fields.
General
Lists
Tags
Phone Tags
Phone Types
Phone Status
List Stacking (Count)
Last Skip Trace Date
Upload Date
Tag Count
Params & Others
Absentee
Vacant Mailing
Vacant Property
Property PO Box
Owner PO Box
Numbers
Phone Type
Owner Type
DNC
Opt Out
Skiptraced
Direct Mailed
Deceased
Task Filters
Task Count
Task
Task Name
Task Assigned To
Task Status
Property Filters
Property Street
Property City
Property State
Property County
Property Zip Code
Property Status
Assignee (User)
Last Vacant Date
Lead Temperature
Last Unvacant
Last Updated Date
Last Updated Fields
Last Updated By
Owner Filters
Owner Street
Owner City
Owner State
Owner Zip Code
Phone Count
Age
Email Count
Last Updated Date
Last Updated Fields
Last Updated By
Exhausted Owners
Offer Filters
Offer Count
Offer Status
Deal Post Contract Status
Last Offer
Marketing
Direct Mail Attempts
Offer Count
Offer Status
Call Attempts
RVM Attempts
SMS Attempts
Direct Mail Attempts
Call Attempts (Owner)
RVM Attempts (Owner)
SMS Attempts (Owner)
Last Offer
Additional Fields
Above Grade
Number of Units
Bathrooms
Bedrooms
Estimate Value
Last Sale Price
Loan To Value
Lot Size
Neighborhood Rating
Open Mortgages
Rental Value
Sqft
Storeys
Tax Delinquent Value
Tax Delinquent Year
Total Taxes
Year
Year Behind on Taxes
Bankruptcy Recording Date
Divorce File Date
Foreclosure Date
Last Direct Mailed
Last Sold
Lien Recording Date
Owned Since
Probate Open Date
Tax Auction Date
Structure Types
SiftLine Filters
SiftLine Boards
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.
Filtering by List and/or Tag
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.
Filtering to Include or Do not include
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
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:
Stacked - Records on more than one list
Vacant - Vacant properties
Ouchies - Pain points, for example Code Violations, Tax Delinquent, etc.
Equity - Equity lists, example: High Equity, Free & Clear
Custom Filter Presets
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:
Essentials - up to 3 custom filter presets
Professional - up to 8 custom filter presets
Business - Unlimited
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.
Filter Preset Folders
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.
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