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PI Tool: Likely Owners VS Potential Owners
Updated over a month ago

Associated contacts can be tagged as Likely Owners or Potential Owners, but what's the difference?

If an individual's address and name match the property's mailing address and the owner listed in county records, they will be tagged as the Likely Owner.

If we don't find a match, which usually happens with properties owned by corporations or trusts, the PI Tool works in the background for you, rating contacts in the database based on factors like name and address to find a potential owner. The contact with the highest score will automatically be linked to the property as the Likely Owner. 

When there’s a tie between scores, a contact is labeled as a Potential Owner.


Why are there multiple Potential Owners associated with the property?

If contact scores are tied, multiple contacts will be tagged as Potential Owners.

What does the message about potentially linked properties in a portfolio mean?

When a contact is tagged as a Potential Owner, the associated property will be added to the Potential Owner’s portfolio. A disclaimer message will appear, indicating that certain properties are potentially linked to this owner.


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