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PI Tool: How to Manually Search for Contacts
Updated over a month ago

Look for more contacts who could be associated with the property using the PI Tool. Currently, the PI Tool is available for all properties except for ones that are owned by trusts. Don't worry, that is coming soon!

To use the PI Tool, open the property that you want to find more contact information for.

First, click on a property you are wanting to find more contact info on.

Here we can see the Mailing address is "Mitchell".

The Associated Contact is "Barbara" who is probably related to Mitchell or A but let's see if we can find Mitchell.

Click the private investigator button beside the mailing address information to access the PI Tool.

The first one on the list is Mitchell and he looks to live in KY so there is a good chance that he is possibly the contact we are looking for.

You can see there are other Mitchell's as well but they will show in different states so this is where we have to think about what are the odds that this person is the one we are looking for.

When we click the "Mitchell" Contact card, we can see all the demographic and contact information for them.

When you are ready to link the contact to the property, go down to the bottom of the contact card and click "Link Contact".

You can always unlink a contact if you find out that it isn't the person you are looking for. Just open the contact and click Unlink Contact.

Note: You can link more than 1 contact for each property card.


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