Skip Tracing
HOW TO SKIP TRACE
STEP 01
On the Left Side Navigation Menu, click the icon for Skip Tracing, as indicated below. This will take
you to the Skip Tracing page:
STEP 02
From the Skip Tracing page, click the button Import Contacts located on the right hand side of the screen:
Clicking the Import Contacts button will bring up a prompt to allow you to upload your file. You can upload
your file either by dragging and dropping it into the indicated space, or you can click within the indicated
space to bring up a file browser, which can then be used to select your file.
STEP 03
Once the file has been uploaded, you will
provide mapping details to continue with the
import process. You will match fields from
your source file, to the fields provided in the
interface.
As you can see in the screenshot below,
the Source Fields on the left represent the
fields that we found in your data. Use the
dropdown menus under the Destination
Fields on the right side of the page to match
your fields to the appropriate destination
fields in our data.
Note that Property Address, City, State and
Zip are mandatory fields, so you should
ensure that your import data includes values
for these fields.
STEP 03.1
• TIP: If you have both a property address
and a mailing address, we recommend
mapping out both fields. This will lead to a
higher hit percentage with your result.
You have 2 options here:
→ You can import your own owner's name and
mailing address and property address.
→ Just import the property address and our
system will provide the owner's name and their
mailing address.
If you prefer option 1 (Import your own owner's
names and mailing address) please select yes
and map the fields accordingly and click next.
STEP 03.2
• But if you prefer option
2, click no, and map
only the property
address and click next.
STEP 04
• Once you have finished
mapping out your fields,
click the Next button at
the bottom of the window
to proceed to the next
step in the import
process.
•
• Select the list where you
want this list to be added,
or you can add a new list.
• And you can also add a tag
(optional).
STEP 05
• The Estimated Total is an
estimate assuming that your
data has a 100% hit rate, to
indicate that matches were
found for all entries in your
source file. The actual charge
that displays for you will
depend on the amount of
information that successfully
comes back from the search.
You have 2 payment options:
→ Pay using your wallet
balance
• → Pay Now (pay using your
card)
STEP 06
•
You can now either Start the Skip
Trace, which will acknowledge the
fee associated with the results as
shown in the Estimated Total, or you
can Save For Later, if you do not
wish to perform the lookups at this
time, and the charge will not be
applied.
Note: All skip trace requests are
final upon submission. Requests are
non-refundable and cannot be
paused or canceled once submitted.
•
To start your skip trace, click Start
Skip Trace. The time it takes for
your skip trace to process will vary
depending on the quantity of
records you have submitted.