Overview
Rethink+ allows you to unlock property owner contact information directly from a property record. Review available phone numbers and email addresses, select the most relevant property owners, and save up to 10 contacts as prospect records associated with the property.
How It Works
Open a property record and locate the External Data Search panel then select Search.
If external data is available for the property, the panel displays the property address and available data options.
Select Get Owner Contacts to search for available owner contact information.
Before contacts are unlocked, you'll see a confirmation message indicating that an owner unlock credit may be used. Select Unlock Owners to continue.
Credit Usage
One owner unlock credit is used when new owner contact information is successfully unlocked.
If the property's owner information has already been unlocked, no additional credit is used.
After the search completes, available property owners are displayed. For each owner, you can see how many phone numbers and email addresses are available.
Expand a contact to preview available details, including:
Phone numbers
Phone number types (such as mobile or residential)
Email addresses
Select the checkbox next to each owner you want to save.
You can save up to 10 owner contacts at a time. The window displays how many contacts you've selected and how many prospect records will be created.
When you're ready, select Save as Prospects.
Rethink creates prospect records for the selected contacts and associates them with the property. If a selected contact already exists, it is automatically recognized and not created again.
After the save completes, you'll see a confirmation message showing:
The number of owner contacts saved
The number of duplicate contacts skipped
To review the newly created records, open the property's Prospects tab and view the Possible Owners related list.
Availability
This feature is available to users with a Rethink+ subscription and the appropriate permissions.
If you don't have access or have questions about owner unlock credits, contact your account administrator.
What to know:
Available to Rethink+ users.
Access owner contact information directly from a property record.
Uses one owner unlock credit when new contact information is unlocked.
Does not use an additional credit for owner information that has already been unlocked for the same property.
Preview available phone numbers and email addresses before saving contacts.
Save up to 10 owner contacts at a time.
Automatically create prospect records associated with the selected property.
Automatically detect and skip duplicate prospect records.
Common Messages
You may see the following messages while using this feature:
Message | Description |
This feature is only available with Rethink+. Contact your administrator for access. | Your account does not currently have access to this feature. |
No owner unlock credits remaining. Contact your administrator to add more. | Your organization has no remaining owner unlock credits. |
No owners were found for this property. | No owner contact information is currently available for the selected property. |