Owner Portfolio
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    Owner Portfolio

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      Light
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    Article summary

    With one command, the LightBox Vision™ Commercial or Builder version can enable you to view all of an owner's properties that are tied to their mailing address nationwide in a list format. You can save the list for future reference (see documentation here).

    Tip:
    You might use this feature when prospecting for new business. If your interest centers on one property you can increase your knowledge of that owner by seeing their entire property portfolio. 

    Finding an Owner's Additional Properties

    Finding an Owner's Additional Properties

    1. Identify a property by selecting it on the map.

    2. Scroll down to the Reports card. Then click on the Owner Portfolio command.


    3. LightBox Vision™ zooms out to the full extent of all results identified on the map. The Search Results list opens at the bottom of the screen and displays a list of all the properties owned with the same owner address.

    4. If the list is under 2,000 records you can export the data to Excel (see documentation here on saving and exporting Results Lists).

    Note:
    This feature is only available in the Commercial or Builder version of LightBox Vision™.

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