List Builder Handbook

The Share Group’s List Builder allows you to input specific demographic and property criteria to filter, search, and start prospecting your own custom audience. Currently, these custom audiences are just for owner-occupied lists.

There are two database options to search – consumer and consumer mortgage.

The consumer database is where to start and has a robust list of demographic criteria to choose from.

This is the database most of our segments are pulled from and has the highest coverage for contact information.

** Note there are demographic selects in consumer mortgage and property selects in the consumer database.

Build your own custom audience by “Create New” – databases have overlap, see filter options below
1. Consumer mortgage database – better for specific property criteria
Consumer database – better for demographic criteria
Click “Add Field” to include additional criteria
Enter values for different demographic/property fields
Click “Run Counts” and results will be shown with the number of records suppressed from past orders
Save Blueprint with specific order name
Purchase

Use, adjust, or add to TSG segments or user created Blueprint by selecting audience from Blueprint dropdown
Main criteria will be shown – type in specific values to target
Click “Add Field” to include additional criteria and enter values
Click “Run Counts” and results will be shown with the number of records suppressed from past orders
Save Blueprint with specific order name
Purchase

**Once a blueprint is saved in your account, you’ll be able to recreate and use as audience going forward

Add in filter you want to omit, then change the select from false to true

For example: To omit owners with children present in the home, add in presence of children field and select “yes.” Then change Omit field from “False” to “True” so the system will omit anybody from the list that does have a child present.

Use when looking for records to meet at least one of grouped criteria

For example: You have a list built with your specific criteria and want all owners to either have lived in the home for 10+ years OR have 50% equity. Some owners may check both boxes.

Choose your criteria then under Condition, select Group #1.

All owners will either have lived in the home for over 10 years or have over 50% equity, if not both.

Consumer Database Filters	Description/Use
Birth Month	Month individual was born in
Birth Year	Year individual was born in
Summarized Credit Score	Credit score aggregated at a zip+4 level
Estimated Age	Age of homeowner
Estimated Home Value	Current estimated home value **Main value filter to use
Ethnic Code	Specific ethnicity based on country of origin
Ethnic Group	Grouping of ethnicities based on geography
Gender	Gender of homeowner
Home Purchase Date	Date the home was purchased
Home Value (Assessed)	Assessed value of home **Use for properties $1M+ or specific ranges
Owner/Renter	Home owner vs. renter
Investment Properties Owned	How many investment properties homeowner is associated with
Language	Language homeowner speaks
Loan to Value	Inverse of equity. Percentage of home loan to home value
Length of Residence	How long homeowner has lived in residence
Marital Status	Married vs. single
Most Recent Mortgage Amount	Amount on most recent mortgage on property
Most Recent Mortgage Date	Date of most recent mortgage on property
Most Recent Mortgage Interest Rate Type	Type of interest rate for most recent mortgage
Most Recent Mortgage Loan Type Code	Type of most recent mortgage
Net Worth	Total net worth of homeowner
Number of Lines of Credit	Number of credit cards / tradelines
Pool	Does property have a pool or not
Presence of Children	Presence of children in the home to target or omit
Property Type	Detailed type of property
Purchase Price	Price home was purchased
Year Built	Year the home was built

Consumer Mortgage Database Filters	Description/Use
Total Bedrooms	Total number of bedrooms
Credit Rating	Credit score aggregated at zip+4 level
Ethnic Code	Specific ethnicity based on country of origin
Exact Age	Age of homeowner
Gender	Gender of homeowner
Estimated Household Income	Household income aggregated at zip+4 level
Land Use	Specific property type
Living Square Feet	Square footage of general living area. Doesn’t include garage or unfinished parts of home
Loan to Value	Inverse of equity. Percentage of home loan to home value
Most Recent Mortgage Amount	Amount on most recent mortgage on property
Most Recent Mortgage Date	Date of most recent mortgage on property
Most Recent Mortgage Interest Rate Type	Type of interest rate for most recent mortgage
Most Recent Mortgage Interest Rate	Type of most recent mortgage
Owner Occupied	Owner occupied vs absentee owned
Pool	Pool present at the property
Property Indicator	General property type groupings
Sale Date	Date of property sale
Sale Price	Price property was sold
Total Stories	Number of stories associated with building
Total Baths	Total number of bathrooms in the home
Total Value Calculated	Value closest to current market value used for assessment by county or taxing authorities
Year Built	Year property was built