Parcel Data

View different parcel attributes for properties within the portfolio in the Parcel Data table. Scroll to the side in the table to view the additional columns and Parcel Data for each property.

• • Legal: APN, Acres, Parcel Legal Address, Lat/Long, Zoning, Parcel ID, FPIS Code

  • Ownership: Owner Name, Mailing Address, Owner Phone & Email

  • CRM: CRM Stage

  • Notes: Custom notes for each parcel

Click on the column name to sort properties within the portfolio.

Edit Parcel Data Displayed in the Table View

• Click on the Parcel Data tab

• Click on the Columns tab on the right of the table view

• Check on and off the columns/ parcel data tabs that you want to display in the table view

Find Parcels Within a Portfolio

• While you're in the Parcel Data tab, click on the filters icon to the right of the table list view of parcels in the portfolio

• Find parcels within the portfolio using the advanced filters

  • Contains, Does Not Contain, Equals, Does Not Equal, Begins with, Ends with, Blank, Not Blank

• Check the parcels that you want to export parcel data for, or select all using the checkbox at the top

• Click on Export Parcel Data

• Click on the Ownership and Parcel Details checkbox

  • If you want to export parcel Data for the selected parcels only, toggle this option to 'on'

• Click Export

  • If you need to purchase credits, you will be prompted to do so by entering in your credit card information

  • This will download a .zip file to your computer with the Shapefile, KML file, and the excel .CSV sheet with the ownership & parcel details information