How to pull your list.

You always wanna start with the county. I already have Knox County selected here, and the panel beside the ranking explains how the math got there.

In this particular example, I'm showing you what I would wanna pull inside a SiftMap. Not our first to market data that is actually coming directly from the courthouse.

The way that I'm handling mine as far as the full guide is simple. I just want to do free and clear, senior homeowner and vacant for this. The ranking lists the other stacks under it, and I leave those alone here.

I'm gonna be pulling probate, and I'm gonna be pulling notice of default directly from the county in this case. That's my first to market data. All of this is available inside of the Expert plan for Sift.

The map opens wide with an empty search bar for county, city or zip. You'll just put the first word there, and it's gonna usually pop up just like that.

Nothing is filtered yet at this point. The county is the first thing I set every time.

The suggestions sit under the search box with Knox County, TN in the list and nothing picked yet. As I scroll down, I'll select Knox County, Tennessee.

Price comes next, and there are two places to set it. It doesn't really matter which one you use.

The from and to fields are empty when the filter opens. That is from a property characteristics or buy box perspective, so in this case I'm gonna do a 100,000 to 700,000. That's about my buy box actual range there.

And then I don't put any bed bath counts on mine, because it kinda filters it out naturally from here.

The county filter is on and the results below it still carry mixed property types. The Property Types filter is sitting closed at the top, which is where you click next.

On the property types, I only do single family homes. That is the last piece of the buy box before we save anything.

The Knox County filters and the property list are on screen with the Presets button sitting there unopened. Everything we've set so far lives in this filter, not in a preset.

Once you set it up once, you pull all the data into your account. Then we set up an automation that brings in those new records that hit each day.

This is the visual example of the doors per deal talk from earlier. The 456 number is telling you the amount of properties that would fit in this list, this list, and this list together.

To get the unique list count for just one particular list, you take that number and subtract the one prior. That gives us a number of 337 records.

The calculator sits open and empty on top of the row, ready for the subtraction. Put 456 in, take off the one prior, and you have the count for this single list.

When I put in all these filters, it should align pretty close. It won't ever be exact, but it'll be pretty close, and that's because I have a price range filter there. It should be lower theoretically.

This panel is all the different ways you can get really granular. That covers your property characteristics, or just all your filters in general. You get Property Details, Lot Details, and Homeowner and Property Distressors.

In my account will show you all the records that are currently inside of your account, and it will also exclude those records. You can go in and put a lot more property details, flood zones, is it vacant, and so on.

The panel now sits between Lot Details above and Advanced Geography below, so you know you are in the right place. This is the big one out of everything in More.

This is a custom combo here, so this is where the custom combination gets set. Everything else in the panel can wait.

Any is what the dropdown shows before you tell it anything. Left like that, it does not read your picks the way this list needs.

Senior homeowner is the first thing going in here, so the dropdown has to change first.

Include and exclude fields open up under the dropdown once it is set. That is where the individual distressors get picked.

Senior homeowner is the one we want to put in there next.

Say you pick all three of senior homeowner, vacant, free and clear. On at least one or at least two, only one of those has to be true for it to pop up. In this case we are looking for properties that fit that exact criteria. So you always wanna do all selected there.

First pick is senior homeowner, and the dropdown stays open with the three combination options on it.

Both tags now sit under Include distressors with the combination still on All selected. Equity is not right here. Free and clear, low equity, all that good stuff, that is not inside the actual distressors.

If you come on down to the equity percentage, it is going to be underneath the financial details. So underneath equity, we are going to put just a 100% there.

The equity percentage fields still read Any on this screen, and the Unknown checkbox sits right next to them. If you ever wanna do unknown, it is also right there. That won't be the case for this.

When I put this filter on, it went from 130,000 down to 314. That is the number the map and the results list will both carry from here.

Next I check it against the calculator so I know the count is close to what the ranking said.

The results list is now senior homeowners and the equity criteria in Knox County, TN. We know that is pretty accurate because I am at that 337 on my calculator.

It comes in a little bit less than the calculator number, and that is expected.

The 314 on the list is a little bit less than this because I have the property value range of 100,000 to 700,000 on. Close is the check here.

Now we are good to go to start to actually pull this data into the account.

The calculator still shows the subtraction that gave me 337, sitting over the 314 results. The little button I want is at the top of the results list.

In terms of the actual list, we never really wanna add a specific list.

Every row in the 314 is now selected, and the Add records to account button shows up on the results list. That button is the one that moves the data over.

Click it and the modal opens next.

The modal has the list field, tags and the auto add options on it. The system will automatically tag these lists as soon as you pull it into the account.

I have seen people make a hot list, so you would literally put hot right there, for a specific combination only you focus on. I have also seen it for curative people who just want tax delinquency, vacant and obituary.

The tag, this is very important. Whenever we go into our marketing flows, this shows you that it is a priority one list. It mirrors that doors per deal setup I have been talking about in the earlier modules.

As we scroll down, the auto add new records feature is important too. It tells us yes, I want to pull in all of this data. And yes, I want the new records that fit this criteria every day. Then you hit add properties to your account.

The screen tells you the filter was actually saved, and the processing dialog gives you the link over to the upload. That link is how you know the pull is moving.

We always want to go back in and modify that saved filter, and I will show you that in a second.

The tab comes up with a spinner while it counts, and your monthly limit sits over in the sidebar. You will know this is working when the breakdown starts with the 314 records coming in.

Nothing to do here but wait for the numbers to appear.

Both rows show up, the pull itself and the auto add. My guess is this will probably take thirty seconds to a minute. It just depends on how many people are using it at the time.

So we will come back there in just a second. I like to open a new tab and go back over to Sift while it finishes.

When I was talking earlier about the marketing presets, you can see it will just have Knoxville, Tennessee 100,000 to 700,000. It is that exact list we just pulled in.

That name is what the system gave it, and it is the one we are about to edit.

The map comes back with the filters applied and the same count you sent to the account. That is the list the preset points at.

From here we want to actually add in the name.

We want to add in all of the important details, so the dropdown is where we go in. The Knox, TN list is the one selected.

Hitting this dropdown is what opens up the record count underneath.

The page lists your saved presets with the auto add toggles next to them, including the Knox TN 100,000 to 700,000 one. That toggle is the auto add we switched on in the dialog.

No new records have been added yet because we just created this. There has not been enough time for it to be adding anything in.

Expanded, it says plainly that nothing new has come in yet. That is what you should see on day one.

This will be over a couple of days, weeks, months, and so on. The count fills in as new properties hit the criteria.

I come over and edit the saved search, and I like to put priority one at the front. You can do counties too, so this one reads Knox dash priority one. Forgive my atrocious spelling.

Putting the priority first means the order you see in your presets matches the order of your ranking. After that I like to put in the actual doors per deal list it came in on.

I copy the whole block from the ranking. Here that is free and clear plus senior plus vacant. Then I add the doors per deal number for that row.

In this case it is 19.8. For every 19.8 properties on this list, that is how many people it takes to get in front of one investor transaction over six months. Then confirm and save.

Every time a new record comes in, it shows up like this under the saved list. On September 5 there was a single property added to my absentee tax delinquent list.

That is the one you get to call first, from a flow perspective, because it is assigned to your callers.

Once you have done one, you can do this for as many as you want. If you are just starting out, I highly recommend a handful of lists. Maybe the first five lists on your doors per deal.

Doing the first to market strategy too? Select the ones that have notice of default or probate here. The ones that are really good from that training I did earlier work as well.