List of available filtering options
A complete reference of the filters you can use on contacts and properties in Fello, including what each one means, its operators, and its possible values.
Filters let you narrow your contacts by contact details, engagement, Felix activity, and property data. This article lists every system filter in Fello, with what it means, the operators it supports, and the values you can choose. To learn how to apply filters, see How to filter your contacts.
🗒️ Note: Custom attributes created in your account also appear in the filter list, but aren't covered here. Learn more about attributes.
In this article:
- Contact details and status
- Assignment and CRM
- Subscriptions and compliance
- Marketing engagement
- Form submission summary
- Form submission log
- Felix
- Call and SMS summary
- Call log
- SMS log
- Portal
- Property location and details
- Ownership and property record
- Property mailing address
- Value, equity, and tax
- Listing, sale, and market activity
- Mortgage and loan-to-value
- Individual mortgages
- Form drop-offs
- How filter operators work
- Related articles
Contact details and status
Filters for a contact's basic information, record status, and stage. These filters appear under Contact in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
Contact Name |
The name associated with a contact. |
contains, exactly matches, does not exactly match, doesn't contain, is not present, is present |
Text you enter |
|
Contact Email |
A contact's primary email address. |
contains, doesn't contain, exactly matches, does not exactly match, is not present, is present |
Text you enter |
|
Contact Phone |
Whether a contact has a phone number. |
is not present, is present |
None needed |
|
Email Status |
The verification status of a contact's email address. |
is any of |
Valid, Invalid, Pending |
|
Phone Status |
The verification status of a contact's phone number. |
is any of |
Valid, Invalid, Pending |
|
Phone Line Type |
The carrier-reported line type of a contact's phone number. |
is any of |
Mobile, Landline, VoIP, Toll Free, Personal, Pager, Unknown |
|
Record Status |
Whether a contact is Active or Monitored. Learn more about Active and Monitored contacts. |
is equal to |
Active, Monitored |
|
Contact Stage |
A contact's current stage. |
is any of, is none of |
The system stages (New, Follow-up, Qualified, Disqualified) plus any custom stages in your account. Learn more about contact stages. |
|
Contact Stage Update Date |
The date and time a contact's stage was last updated. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Contact Created Date |
The date and time a contact was created in Fello. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Contact Source |
How a contact was created in Fello. |
is any of, is none of |
File Import, Manual, Integration, Landing Page, Personalized URL, Widget, Contact Dashboard, Lead Marketplace, Postcard, Direct, Shared Inbox, Sales Agent, Portal |
|
Tags |
The tags applied to a contact. |
is any of, is none of, contains, doesn't contain |
Enter one or more tags. |
|
# of Properties |
The number of properties associated with a contact. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
# of Current Owner Properties |
The number of properties associated with a contact where the ownership status is Current. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Is Agent |
Whether a contact is a real estate agent, identified by matching their email against MLS agent records. |
is equal to |
Yes, No |
|
Action Pending |
Whether a contact has a pending action. |
is equal to |
Yes, No |
|
Enrichment Date |
The date and time Fello last enriched a contact's details. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
Assignment and CRM
Filters for who owns a contact in Fello and how the contact appears in your connected CRM. These filters appear under Contact in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
Assigned User |
The user a contact is assigned to in Fello. |
is any of, is none of |
The users in your account. |
|
Assigned CRM User |
The user a contact is assigned to in your connected CRM. |
is any of, is none of, is present, is not present |
The users assigned in your CRM. |
|
CRM Name |
The CRM a contact was imported or synced from. |
exactly matches, does not exactly match, is not present, is present |
Text you enter |
|
CRM Source |
The source a contact came from in your CRM. |
contains, exactly matches, does not exactly match, doesn't contain, is not present, is present |
Text you enter |
|
CRM Stage |
A contact's stage in your CRM. |
exactly matches, does not exactly match, is not present, is present |
Text you enter |
|
CRM Created Date |
The date a contact was created in your CRM. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
Subscriptions and compliance
Filters for a contact's communication preferences and compliance checks. These filters appear under Contact in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
Email Subscription Status |
Whether a contact is subscribed to email communications. |
is equal to |
Unsubscribed, Subscribed |
|
Direct Mail Subscription Status |
Whether a contact is subscribed to direct mail. |
is equal to |
Unsubscribed, Subscribed |
|
Call Subscription Status |
Whether a contact has opted in to calls. |
is equal to |
Opted Out, Opted In |
|
1:1 SMS Subscription Status |
Whether a contact has opted in to one-to-one SMS. |
is equal to |
Opted Out, Opted In |
|
DNC Verification Status |
Whether a contact is registered on the Do Not Call (DNC) registry. Learn more about DNC checks. |
is equal to, is present, is not present |
Registered on DNC, Not Registered on DNC |
|
Known Litigator |
Whether any current phone number on a contact has a litigation match. Learn more about the compliance guardrail. |
is equal to, is present, is not present |
Yes, No |
|
Proof of Consent Obtained |
Whether a Proof of Consent certificate has been obtained from a contact. Learn more about communication consent. |
is equal to |
Yes, No |
Marketing engagement
Filters for how a contact has interacted with your emails, postcards, and Contact Dashboard. These filters appear under Contact in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
# of Marketing Emails Sent |
The number of marketing emails sent to a contact. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Last Email Send Date |
The date and time an email was last sent to a contact. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
# of Marketing Email Opens |
The number of times a contact has opened marketing emails. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Last Marketing Email Open Date |
The date and time a contact last opened a marketing email. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
# of Marketing Email Clicks |
The number of times a contact has clicked links in marketing emails. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Last Marketing Email Click Date |
The date and time a contact last clicked a link in a marketing email. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
# of Dashboard Views |
The number of times a contact has viewed their Contact Dashboard. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Last Dashboard View Date |
The date and time a contact last viewed their Contact Dashboard. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
# of Dashboard Clicks |
The number of times a contact has clicked a call to action (CTA) on their Contact Dashboard. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Last Dashboard Click Date |
The date and time a contact last clicked a CTA on their Contact Dashboard. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
# of Postcard Sends |
The number of postcards sent to a contact. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Last Postcard Send Date |
The date and time a postcard was last sent to a contact. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
# of Postcard Scans |
The number of times a contact has scanned a postcard QR code. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Last Postcard Scan Date |
The date and time a contact last scanned a postcard QR code. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
# of Total Clicks |
The total number of clicks from a contact across marketing assets, such as emails and Contact Dashboards. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
First Engagement Date |
The date a contact first engaged with a marketing asset in Fello. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
First Engagement Type |
The type of engagement a contact first had with a marketing asset in Fello. |
is any of, is none of, is present, is not present |
Email Clicked, Email Opened, Postcard Scanned - Primary, Postcard Scanned - Secondary, Form Submitted, Dashboard Viewed, Dashboard CTA Clicked, Call Answered - Inbound, Call Answered - Outbound, SMS Received |
|
Last Engagement Date |
The date and time a contact last engaged with a marketing asset in Fello. |
is, is less than, is more than, is between, is before, is after, is not present, is present, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Last Engagement Type |
The type of a contact's most recent engagement with a marketing asset. |
is any of, is none of, is present, is not present |
Email Clicked, Email Opened, Postcard Scanned - Primary, Postcard Scanned - Secondary, Form Submitted, Dashboard Viewed, Dashboard CTA Clicked, Call Answered - Inbound, Call Answered - Outbound, SMS Received |
|
Signal Intent |
A contact's intent level, based on engagement signals. Learn more about signals and intent. |
is equal to, is present, is not present, is any of, is none of |
Early, Medium, High, No Intent |
Form submission summary
Filters that summarize a contact's form submissions. These filters appear under Contact in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
# of Form Submissions |
The total number of forms a contact has submitted. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
First Form Submission Date |
The date and time a contact first submitted a form. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
First Form Submission Lead Type |
The lead type of a contact's first form submission. |
is any of, is none of |
Callback Lead, CMA Lead, Cash Offer Lead, Home Value Lead, Seller Lead, Mortgage Lead, Affordability Lead |
|
Last Form Submission Date |
The date and time a contact last submitted a form. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Last Form Submission Lead Type |
The lead type of a contact's most recent form submission. |
is any of, is none of |
Callback Lead, CMA Lead, Cash Offer Lead, Home Value Lead, Seller Lead, Mortgage Lead, Affordability Lead |
|
Address Submission Status |
Whether the property in a contact's most recent form submission already existed in Fello or was added as a new property. |
is equal to |
New, Existing |
Form submission log
Filters that match individual form submissions, so you can find contacts with a submission of a certain type, source, or date. These filters appear under Form Submission in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
Form Submission Date |
The date and time of a form submission. |
is, is less than, is more than, is between, is before, is after |
A date, date range, or preset period |
|
Form Submission Lead Type |
The lead type of a form submission. |
is any of, is none of |
Callback Lead, CMA Lead, Cash Offer Lead, Home Value Lead, Seller Lead, Mortgage Lead, Affordability Lead |
|
Form Submission Source Type |
The type of marketing asset a form was submitted from. |
is any of, is none of |
Landing Page, Personalized URL, Widget, Contact Dashboard, Automation, Lead Marketplace, Regular Email, Nurture |
|
Form Submission Source Detail |
The specific marketing asset a form was submitted from. |
is any of, is none of |
The marketing assets in your account. |
Felix
Filters for Felix Nurture and Felix Sales Agent activity, including handoffs to your team. Learn more about Felix Sales Agent. These filters appear under Contact in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
Nurture |
A contact's Felix Nurture status. |
is equal to, is any of, is none of |
Enrolled, Unenrolled, Opted Out, Excluded |
|
Last Nurture Enrollment Date |
The date and time a contact was last enrolled in Nurture. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Sales Agent |
A contact's Felix Sales Agent status. |
is equal to, is any of, is none of |
Not Enrolled, Pending, Attempting, Engaging, Handoff, Opted Out, Excluded, Disabled |
|
Last Sales Agent Enrollment Date |
The date and time a contact was last enrolled in Sales Agent. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Felix Status |
A contact's overall Felix status. Handoff means a person on your team owes the contact the next move, whichever Felix agent handed off. |
is equal to, is any of, is none of, is present, is not present |
Handoff |
|
In Handoff |
Whether a contact currently has an open Felix handoff. Learn more about handoffs. |
is equal to |
Yes, No |
|
First Handoff Date |
The date and time a contact was first handed off to your team. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
First Handoff Source |
The Felix agent that started a contact's first handoff. This value never changes once set. |
is equal to, is any of, is none of, is present, is not present |
Sales Agent, Concierge Agent |
|
First Handoff Reason |
The handoff reason that caused a contact's first handoff. This value never changes once set. |
is any of, is none of, is present, is not present |
The handoff reasons set up in your account. |
|
Last Handoff Date |
The date and time a contact was most recently handed off to your team. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Last Handoff Source |
The Felix agent that started a contact's most recent handoff. |
is equal to, is any of, is none of, is present, is not present |
Sales Agent, Concierge Agent |
|
Last Handoff Reason |
The handoff reason that caused a contact's most recent handoff. |
is any of, is none of, is present, is not present |
The handoff reasons set up in your account. |
|
Last Outreach Date |
The date and time a contact last received outreach from Nurture or Sales Agent. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Last Outreach By |
The Felix agent that sent a contact's most recent outreach. |
is any of, is none of, is present, is not present |
Sales Agent, Nurture |
|
Last Outreach Channel |
The channel used for a contact's most recent outreach. |
is equal to, is any of, is none of |
Email, Call, Text |
Call and SMS summary
Filters that summarize the calls and text messages exchanged with a contact. These filters appear under Contact in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
# of Calls Made |
The number of outbound calls made to a contact. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Last Call Made Date |
The date and time of the most recent outbound call to a contact. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Last Call Made By |
Who made the most recent outbound call to a contact. |
is any of, is none of, is present, is not present |
The users in your account. |
|
# of Calls Received |
The number of inbound calls received from a contact. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Last Call Received Date |
The date and time of the most recent inbound call from a contact. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Last Call Received By |
Who received the most recent inbound call from a contact. |
is any of, is none of, is present, is not present |
The users in your account. |
|
# of Calls Answered |
The number of answered calls with a contact, inbound and outbound. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Last Call Status |
Whether the most recent call with a contact was answered. |
is equal to, is any of, is none of |
Answered, Unanswered |
|
Last Call Outcome |
The outcome of the most recent call with a contact. |
is equal to, is any of, is none of |
Appointment Booked, Call Transferred, Follow Up Requested, Timing Issue, Wrong Number, Already Engaged, Not Interested, Opted Out, Call Ended Abruptly, Miscellaneous, No Response, Voicemail, Busy / Line Engaged, Declined, Number Unreachable, Call Failed |
|
# of SMS Sent |
The number of text messages sent to a contact. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Last SMS Sent Date |
The date and time the most recent outbound text message to a contact was delivered. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Last SMS Sent By |
Who sent the most recent outbound text message to a contact. |
is any of, is none of, is present, is not present |
The users in your account. |
|
# of SMS Received |
The number of text messages received from a contact. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Last SMS Received Date |
The date and time the most recent text message from a contact was received. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
Call log
Filters that match individual calls in a contact's call history, rather than only the most recent call. These filters appear under Call Log in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
Call Date |
The date and time of a call. |
is, is less than, is more than, is between, is before, is after |
A date, date range, or preset period |
|
Call Direction |
Whether a call was inbound or outbound. |
is equal to, is any of, is none of |
Inbound, Outbound |
|
Call Outcome |
The outcome of a call. |
is equal to, is any of, is none of |
Appointment Booked, Call Transferred, Follow Up Requested, Timing Issue, Wrong Number, Already Engaged, Not Interested, Opted Out, Call Ended Abruptly, Miscellaneous, No Response, Voicemail, Busy / Line Engaged, Declined, Number Unreachable, Call Failed |
|
Call Status |
Whether a call was answered. |
is equal to, is any of, is none of |
Answered, Unanswered |
|
Calls Made By |
Who made a call. |
is equal to, is any of, is none of, is not present, is present |
The users in your account. |
SMS log
Filters that match individual text messages in a contact's SMS history. These filters appear under SMS Log in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
SMS Date |
The date and time of a text message. |
is, is less than, is more than, is between, is before, is after |
A date, date range, or preset period |
|
SMS Direction |
Whether a text message was inbound or outbound. |
is equal to, is any of, is none of |
Inbound, Outbound |
|
SMS Sent By |
Who sent a text message. |
is equal to, is any of, is none of |
The users in your account. |
Portal
Filters for a contact's activity on the portal. These filters appear under Contact in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
Portal Registration Date |
The date and time a contact registered on the portal with verified details. |
is, is less than, is more than, is between, is before, is after, is not present, is present, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Last Portal Visit Date |
The date and time a contact last visited the portal. |
is, is less than, is more than, is between, is before, is after, is not present, is present, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Last Portal Saved Search Date |
The date and time a contact last saved a search on the portal. |
is, is less than, is more than, is between, is before, is after, is not present, is present, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Last Portal Property Page View Date |
The date and time a contact last viewed a property page on the portal. |
is, is less than, is more than, is between, is before, is after, is not present, is present, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Last Portal Property Favorite Date |
The date and time a contact last added a favorite property on the portal. |
is, is less than, is more than, is between, is before, is after, is not present, is present, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Last Portal Property Claim Date |
The date and time a contact last claimed a property on the portal. |
is, is less than, is more than, is between, is before, is after, is not present, is present, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
# of Portal Favorite Properties |
The number of properties a contact currently has favorited on the portal. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
# of Portal Saved Searches |
The number of saved searches a contact currently has on the portal. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Concierge Chat Started Date |
The date and time a contact started a Concierge chat. |
is, is less than, is more than, is between, is before, is after, is not present, is present, is before another attribute, is after another attribute |
A date, date range, or preset period |
Property location and details
Filters for where a property is and what it's like. These filters appear under Property in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
Full Address |
A property's full address. |
contains, doesn't contain |
Text you enter |
|
City |
The city a property is in. |
contains, doesn't contain, exactly matches, does not exactly match |
Text you enter |
|
County |
The county a property is in. |
contains, doesn't contain, exactly matches, does not exactly match |
Text you enter |
|
State |
The state a property is in. |
is equal to, is any of, is none of |
All US states, plus Washington DC, Guam, Puerto Rico, and the Virgin Islands. |
|
Zip |
A property's ZIP code. |
contains, doesn't contain, exactly matches, does not exactly match |
Text you enter |
|
Subdivision |
The subdivision or neighborhood a property is in. |
contains, doesn't contain, is not present, is present |
Text you enter |
|
School District |
The school district that serves a property. |
contains, doesn't contain, exactly matches, does not exactly match, is present, is not present |
Text you enter |
|
Elementary School District |
The elementary school district that serves a property. |
contains, doesn't contain, exactly matches, does not exactly match, is present, is not present |
Text you enter |
|
High School District |
The high school district that serves a property. |
contains, doesn't contain, exactly matches, does not exactly match, is present, is not present |
Text you enter |
|
Zoning |
A property's zoning classification. |
contains, doesn't contain, exactly matches, does not exactly match, is present, is not present |
Text you enter |
|
Property Type |
A property's type. |
is any of, is none of, is present, is not present |
Single Family Residence, Condominium, Apartment, Duplex |
|
# of Beds |
The number of bedrooms in a property. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
# of Full Baths |
The number of full bathrooms in a property. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
# of Partial Baths |
The number of half bathrooms in a property. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Sqft |
The total square footage of the buildings on a property. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Lot Size |
A property's lot size, in acres. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Year Built |
The year a property was built. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Stories |
The number of stories (floors) in a property. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Basement Type |
The type of basement in a property. |
is any of, is none of, is present, is not present |
No Basement, Other / Unknown, Daylight / Walk-Out, Full Basement, Finished Basement, Partial Basement |
|
Basement Sqft |
The total square footage of a property's basement. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Parking |
The number of parking spaces at a property. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Pool |
Whether a property has a swimming pool. |
is equal to, is present, is not present |
Yes, No |
|
Condition |
A property's overall condition. |
is any of, is none of, is present, is not present |
Unknown / Not Provided, Average, Excellent, Fair, Good, Poor, Under Construction, Very Good |
|
Mobile Home |
Whether a property is a mobile or manufactured home. |
is equal to, is present, is not present |
Yes, No |
|
Vacant Property |
Whether a property is currently vacant, based on USPS data. |
is equal to, is present, is not present |
Yes, No |
Ownership and property record
Filters for who owns a property, how it's linked to the contact, and its record in Fello. These filters appear under Property in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
Ownership Status |
Whether the contact is the current owner, a previous owner, or has no known ownership of the property. |
is equal to |
Current, Previous, Unknown |
|
Current Owner Name 1 |
The primary owner listed on a property record. |
contains, doesn't contain, exactly matches, does not exactly match, is present, is not present |
Text you enter |
|
Current Owner Name 2 |
The secondary owner listed on a property record. |
contains, doesn't contain, exactly matches, does not exactly match, is present, is not present |
Text you enter |
|
Current Owner Match |
Fello's AI-powered contact-to-owner match: how closely a contact matches a property's registered current owner. |
is any of, is present, is not present |
Low, Medium, High |
|
Previous Owner Match |
Fello's AI-powered contact-to-owner match: how closely a contact matches a property's registered previous owner. |
is any of, is present, is not present |
Low, Medium, High |
|
Is Owner Occupied |
Whether a property is occupied by its owner. |
is equal to |
Yes, No |
|
Senior Exemption |
Whether a property's owner has a senior tax exemption. |
is equal to, is present, is not present |
Yes, No |
|
Homestead Exemption |
Whether a property's owner has a homestead tax exemption. |
is equal to, is present, is not present |
Yes, No |
|
Duplicate Property |
Whether a property is also associated with one or more other contacts in Fello. |
is equal to |
Yes, No |
|
Enriched Property |
Whether a property was added by address enrichment. Learn more about finding enriched contacts. |
is equal to |
Yes, No |
|
Property Created Date |
The date and time a property record was created in Fello. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Property Claim Status |
Whether a contact has claimed the property. |
is equal to |
Claimed, Not Claimed |
|
Selling Timeline |
The selling timeline given for a property. |
is any of, is none of, is present, is not present |
As soon as possible, 0 - 3 Months, 3 - 6 Months, 6 - 12 Months, I don't know |
|
# of Offers for Property |
The number of offers for a property. |
is equal to, is greater than, is less than, is between, is less than another attribute, is greater than another attribute |
A number you enter |
Property mailing address
Filters for the mailing address on a property record, which can differ from the property's own address. These filters appear under Property in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
Property Mailing Street Address |
The street in a property's mailing address. |
contains, doesn't contain, exactly matches, does not exactly match, is present, is not present |
Text you enter |
|
Property Mailing Unit Number |
The unit or apartment number in a property's mailing address. |
contains, doesn't contain, exactly matches, does not exactly match, is present, is not present |
Text you enter |
|
Property Mailing City |
The city in a property's mailing address. |
contains, doesn't contain, exactly matches, does not exactly match, is present, is not present |
Text you enter |
|
Property Mailing State |
The state in a property's mailing address. |
is present, is not present, is equal to, is any of, is none of |
All US states, plus Washington DC, Guam, Puerto Rico, and the Virgin Islands. |
|
Property Mailing ZIP Code |
The ZIP code in a property's mailing address. |
contains, doesn't contain, exactly matches, does not exactly match, is present, is not present |
Text you enter |
|
Property Mailing Opt Out |
Whether a property's owner has opted out of direct mail. |
is equal to, is present, is not present |
Yes, No |
|
Mailing Delivery Vacant |
Whether mail delivery to the mailing address is marked as vacant. |
is equal to, is present, is not present |
Yes, No |
Value, equity, and tax
Filters for a property's estimated value, equity, assessed value, and property taxes. Equity figures use the primary mortgage only. These filters appear under Property in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
Property AVM Value |
A property's estimated value. |
is equal to, is between, is less than, is greater than, is present, is not present, is less than another attribute, is greater than another attribute |
A number you enter |
|
Home Value Adjusted Date |
The date and time a user last adjusted a property's home value in Fello. Learn more about this filter. |
is, is less than, is more than, is between, is before, is after, is present, is not present, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Home Value Change Since Purchase $ |
The dollar amount a property's value has changed since it was last purchased. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Home Value Change Since Purchase % |
The percentage a property's value has changed since it was last purchased. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Estimated Equity Amount |
The estimated dollar value remaining after subtracting the mortgage balance from the property's value. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Estimated Equity % |
The estimated share of the property's value remaining after subtracting the mortgage balance. |
is equal to, is between, is less than, is greater than, is present, is not present, is less than another attribute, is greater than another attribute |
A number you enter |
|
Equity At Purchase $ |
The equity amount when the property was last purchased. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Equity At Purchase % |
The equity percentage when the property was last purchased. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Equity Change Since Purchase $ |
The dollar amount equity has changed since the property was last purchased. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Equity Change Since Purchase % |
The percentage equity has changed since the property was last purchased. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Latest Assessed Value - Total |
The most recent total assessed value of the land and improvements. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Latest Assessed Value - Land |
The most recent assessed value of the land. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Latest Assessed Value - Improved |
The most recent assessed value of the structures and improvements on the property. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Latest Property Tax Amount |
The most recent property tax amount for a property. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Property Tax Change ($) – YoY (Latest) |
The dollar change in property taxes between the most recent tax year and the year before. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Property Tax Change (%) – YoY (Latest) |
The percentage change in property taxes between the most recent tax year and the year before. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Property Tax Change ($) – YoY (Previous) |
The dollar change in property taxes between the previous tax year and the year before it. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Property Tax Change (%) – YoY (Previous) |
The percentage change in property taxes between the previous tax year and the year before it. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
Listing, sale, and market activity
Filters for a property's MLS and public records (PR) history, sales, foreclosure status, and Property Intelligence tracking. These filters appear under Property in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
Latest MLS/PR Status |
A property's current status in MLS or public records. |
is equal to, is any of, is none of, is present, is not present |
Active, Backup Offers, Back on Market, Contingent, Coming Soon, Cancelled, Hold, Inactive, Leased, Pending, Sold, New, Off Market, Temp Off Market, Withdrawn, Expired, Deleted, Terminated, Under Contract, Unknown |
|
Latest MLS/PR Status Source |
Whether the latest status came from MLS or public records. |
is equal to, is any of, is none of, is present, is not present |
PR, MLS |
|
Latest MLS/PR Price |
The latest MLS or public records price for a property. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Latest MLS/PR Date |
The date the most recent MLS or public records entry was updated for a property. |
is, is less than, is more than, is between, is before, is after, is present, is not present, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Last Sale Date |
The date a property last sold. |
is, is less than, is more than, is between, is before, is after, is present, is not present, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Last Sale Price |
The price a property last sold for. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Listing Agent Name |
The agent on a property's listing. |
contains, doesn't contain, is present, is not present |
Text you enter |
|
Listing Office Name |
The office or brokerage on a property's listing. |
contains, doesn't contain, is present, is not present |
Text you enter |
|
Buying Agent Name |
The agent who represented the buyer in a property's last sale. |
contains, doesn't contain, is present, is not present |
Text you enter |
|
Buying Office Name |
The office of the agent who represented the buyer in a property's last sale. |
contains, doesn't contain, is present, is not present |
Text you enter |
|
Foreclosure Stage |
A property's current foreclosure stage, if any. |
is any of, is none of, is present, is not present |
Auction, Pre-Foreclosure, Real Estate Owned (REO), Real Estate Owned (REO) Sale |
|
Last Foreclosure Transaction Date |
The date of a property's most recent foreclosure activity. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Property Intelligence (Listings) |
Whether a property is an active listing in your database, and whether the listing is yours. Learn more about Property Intelligence segments. |
is present, is not present, is equal to, is any of, is none of |
My Deals, Not My Deals |
|
Property Intelligence (Sold) |
Whether a property has sold from your database, and whether the sale was yours. |
is present, is not present, is equal to, is any of, is none of |
My Deals, Not My Deals |
|
Revenue Recovery (Listings) |
Whether a property is an active listing tracked by Revenue Recovery. Learn more about Revenue Recovery. |
is present, is not present, is equal to, is any of, is none of |
Yes, No |
|
Revenue Recovery (Sold) |
Whether a property is a sale tracked by Revenue Recovery. |
is present, is not present, is equal to, is any of, is none of |
Yes, No |
Mortgage and loan-to-value
Filters for a property's mortgage position as a whole. Unless noted, these use the primary mortgage only. Learn more about mortgage information in Fello. These filters appear under Property in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
# of Mortgages |
The number of active mortgages on a property. |
is equal to, is between, is less than, is greater than, is present, is not present, is less than another attribute, is greater than another attribute |
A number you enter |
|
Mortgage Balance |
The remaining balance on a property's primary mortgage. |
is equal to, is between, is less than, is greater than, is present, is not present, is less than another attribute, is greater than another attribute |
A number you enter |
|
Primary Mortgage Type |
The type of a property's primary mortgage. |
is any of, is none of |
Community Development Authority - CDA, Conventional - CNV, Federal Housing Administration - FHA, Leasehold Mortgage - LM, Private Party - PP, Private Lender - PVT, Small Business Administration - SBA, Veteran Affairs - VA, Wraparound Mortgage - WRP, All Inclusive - A, Blanket - B, Credit Line - C, Credit Line Deed of Trust - D, Equity - E, Balloon - L, None - N, Revolving Line of Credit - R, Second/Subordinate Mortgage - S, Third Mortgage/Deed of Trust - T, Other Subordinate Loan - U, Reverse - V |
|
Loan to Value (LTV) % |
How much of the property's value is financed through the remaining mortgage balance. |
is equal to, is between, is less than, is greater than, is present, is not present, is less than another attribute, is greater than another attribute |
A number you enter |
|
Loan to Value (LTV) At Purchase % |
The loan-to-value percentage when the property was last purchased. |
is equal to, is between, is less than, is greater than, is present, is not present, is less than another attribute, is greater than another attribute |
A number you enter |
|
Mortgage To Last Sold Price % |
The mortgage amount as a percentage of the property's last sold price. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
|
Outstanding Principal Balance % |
The outstanding principal balance as a percentage of the property's estimated value. |
is equal to, is between, is less than, is greater than, is less than another attribute, is greater than another attribute |
A number you enter |
Individual mortgages
Filters that match individual mortgages on a property, so you can target any mortgage on record, not only the primary one. These filters appear under Property Mortgage in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
Mortgage Amount |
The original amount of a mortgage. |
is equal to, is greater than, is less than |
A number you enter |
|
Mortgage Interest Rate |
The interest rate on a mortgage. |
is equal to, is greater than, is less than |
A number you enter |
|
Mortgage Interest Type |
The interest rate type of a mortgage. |
is any of, is none of |
Fixed, Adjustable, Variable, Balloon |
|
Mortgage Term |
The length of a mortgage, in years. |
is equal to, is greater than, is less than |
A number you enter |
|
Mortgage Type |
The type of a mortgage. |
is any of, is none of |
Community Development Authority - CDA, Conventional - CNV, Federal Housing Administration - FHA, Leasehold Mortgage - LM, Private Party - PP, Private Lender - PVT, Small Business Administration - SBA, Veteran Affairs - VA, Wraparound Mortgage - WRP, All Inclusive - A, Blanket - B, Credit Line - C, Credit Line Deed of Trust - D, Equity - E, Balloon - L, None - N, Revolving Line of Credit - R, Second/Subordinate Mortgage - S, Third Mortgage/Deed of Trust - T, Other Subordinate Loan - U, Reverse - V |
|
Mortgage Position |
A mortgage's lien position. |
is any of, is none of |
Primary, Secondary, HELOC |
|
Mortgage Origination Date |
The date a mortgage originated. |
is, is less than, is more than, is between, is before, is after, is present, is not present |
A date, date range, or preset period |
|
Mortgage ARM Initial Reset Date |
The date an adjustable-rate mortgage's rate first resets. |
is, is less than, is more than, is between, is before, is after, is present, is not present |
A date, date range, or preset period |
|
Mortgage ARM Next Reset Date |
The date an adjustable-rate mortgage's rate next resets. |
is, is less than, is more than, is between, is before, is after, is present, is not present |
A date, date range, or preset period |
|
Refinance Loan Indicator |
Whether a mortgage is a refinance loan. |
is equal to |
Yes, No |
|
Lender Company Name |
The lender on a mortgage. |
contains, doesn't contain, is present, is not present |
Text you enter |
|
Loan Officer Name |
The loan officer on a mortgage. |
contains, doesn't contain, is present, is not present |
Text you enter |
Form drop-offs
Filters for contacts who started a form on a marketing asset but didn't finish it. These filters appear under Property in the filter list.
|
Filter |
What it means |
Operators |
Values |
|
Drop-off Indicator |
Whether a contact dropped off while submitting a form. |
is equal to, is present, is not present |
Yes, No |
|
Last Drop-off Date |
The date and time a contact last dropped off while submitting a form. |
is, is less than, is more than, is between, is before, is after, is before another attribute, is after another attribute |
A date, date range, or preset period |
|
Drop-off Source Type |
The type of marketing asset a contact dropped off from. |
is any of, is none of |
Landing Page, Personalized URL, Widget, Contact Dashboard, Automation |
|
Drop-off Source Detail |
The specific marketing asset a contact dropped off from. |
is any of, is none of |
The marketing assets in your account. |
How filter operators work
Here's what the operators in the tables above do:
- is: Matches a preset period: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Last 7 Days, Last 14 Days, Last 30 Days, Last 60 Days, Last 90 Days, Last 180 Days, Last 365 Days.
- is less than / is more than (dates): Matches dates relative to today, in days, weeks, months, or years ago. For example, is less than 30 days ago finds dates within the last 30 days, and is more than 30 days ago finds dates older than that.
- is between: Matches dates between a start date and an end date, or numbers between two values.
- is before / is after: Matches dates before or after a date you pick.
- is before another attribute / is after another attribute: Compares the date with another date field on the same record, such as Contact Created Date before Last Sale Date. Learn more about date comparison filters.
- is less than another attribute / is greater than another attribute: Compares the number with another field of the same kind: a count with a count, a dollar amount with a dollar amount, or a percentage with a percentage.
- contains / doesn't contain / exactly matches / does not exactly match: Text operators. You can enter more than one value.
- is any of / is none of: Matches records with any, or none, of the values you select.
- is present / is not present: Matches records that have, or don't have, a value for the filter.
The not-present checkbox appears as Include records where "[filter]" is not present. Select it to keep records with no value for that filter in your results.
For how is none of and doesn't contain treat records with no value, see How to filter your contacts.
Related articles
- How to filter your contacts
- How to create, watch, and manage Segments in Fello
- Understanding the Standard (Default) Segments in Fello
- How to make use of date comparison filters in Fello
- Attributes in Fello (Complete Guide)
- How to view mortgage information and use mortgage-related filters in Fello
- How to view Property Intelligence segments in Fello
- Contact stages in Fello
- Signals and intent in Fello
- Understanding Active vs Monitored Contacts in Fello