Documentation

Documentation

Browsing the map

One of the best ways to get started is by simply browsing around the map. The following are the basic features you can use to begin browsing.

Browsing the map Browsing the map
Zoom/pan

The easiest way to move around the map is to Zoom or Pan with your mouse. To Zoom, you can either double click the left mouse button or scroll the mouse wheel up. To zoom out you can hold the Shift key while double clicking your left mouse button or scroll the mouse wheel down. You can also make use of the map zoom control buttons shown on the top-left portion of the map screen.

To Pan, you can either drag-and-drop the map screen with your mouse, or you may use the directional keys on your keyboard.

Shift+click box zoom

Another method for zooming into an area of the map is to select it with your mouse. To do this, hold down the Shift key on your keyboard and then draw a bounding box by clicking the mouse down on the map, dragging the mouse across the map until the highlighted area reaches the desired zoom location, and then release the mouse button to complete the zoom command.

Selecting Properties

One of the ways to find additional details about a property is to select the property directly from the map. Once zoomed in enough, the map will begin to show individual parcel boundaries. To select a specific parcel, simply move your mouse over that property until it is highlighted and click. At first, a small info box will pop up showing you the very basic information like the address and owner. But for additional details you can click the Property Details button. This will open up the Property Details page and will give you all of the available information about the property you've selected.

Selecting Properties
Selecting Properties

Search Parcels

A core function of iFindCRE is searching for real estate parcels. This feature is available to all account levels although more advanced search features are only available with paid accounts.

Basic Search

A basic search can be performed if you already have a piece of information available to help identify the property you're looking for. this could be the Owner's name, the property address or the county parcel ID. To perform a search with one of these items, you'll first need to open the search panel. This can be done from the Map screen by clicking the search icon on the upper left side of the map window.

Once the Search Panel is open, simply enter any of the pieces of info you have available into the appropriate input field and then click the Search button at the top of the Search Panel.

Selecting Properties
Basic/Advanced Search
Advanced Search

Similar to the Basic Search shown above, you can add additional search terms to help narrow your search. If available, you can enter this criteria in the Land Size or Building Size inputs (you can select either acres (AC) or square feet (SF) as your search units).

To narrow your search to only include the most recently sold properties, you can enter a number of days (from today) that should be included. For example, you'd enter 365 for results sold within the last year.

For some areas there may be additional search criteria like jurisdiction and zoning districts which you can enter if you'd like to specify those items as well.

Customize search area

What if you only want to search a specific geographic area? This is easily done through the Search Panel by selecting one of the two custom search area options.

Option 1: Current Map Bounds
Select this option if you want to limit your search to only include properties which currently lie within the current map bounds shown on your map. This would be most useful if you've already zoomed into an area of interest and you're certain that you don't need any results outside of the visible map range.

Selecting Properties
Custom Search

Option 2: Custom Map Bounds
Select this option if you'd like to draw a polygon on the map canvas to help limit your results to a very specific area within the current map bounds. Once you click this option, move your mouse cursor over to the map and left-click to begin setting the custom search bounds. You will need to click once for each point you want to set as your custom boundary. Once you think you have all of the points you need, click once again on the very first point you created to complete your selection. The polygon should change colors to show you it's successfully created your shape.

If for some reason you need to undo any of your points, just click the UNDO button over on the Search Panel to undo your last click. To start over, click CLEAR. You can also adjust your shape by dragging and dropping the points of the polygon if you need to make some fine-tuning to your custom search area.

Download Results

Once you've completed a search and received your list of results, you can download a copy of this list in CSV format by clicking the "Download CSV" link at the top of the Search Panel.

Lists

Being able to create and edit lists is one of the core functions of iFindCRE. It is available for paid subscribers only. Here are the two methods to creating lists:

Creating Lists

Method 1: Adding individual properties to a list
While browsing the map, if a property is selected and the Property Details page is opened, there will be a tab at the top of this window offering the ADD TO LIST option. Once you click this tab, you will be given the option to either add it to one of your existing lists or to add it to a new list.

Selecting Properties
Property Details Page
Selecting Properties
Add Property to List

Method 2: Adding full search results to a list
If you're just performed a search and have several results you'd like to save, you can click the "Save List" button at the top of the Search Panel. You'll then be prompted to name your new list so you can reference it later.

Selecting Properties
Save List From Search Results
View saved Lists

If you'd like to refer back to a previously created list, just go to the top menu and click "My Lists." This will take you to a new page showing all of your previously saved lists within this geographic area (county). If you need to access a list from another county, navigate to that location first from the top menu item "Map" prior to accessing your lists.

Once you've located the list you're looking for, just click the View List button to see the list items.

Delete items from a List

If you need to delete items from a list, the first step is to locate that item in the List Panel. Once located, hover your mouse over the item and you should see a 'X' icon in the top-right corner of the list item. Click the 'X' and it will be deleted from the screen. You can continue doing this for multiple items, but your changes will not be saved until you click the Save button at the top of the List Panel.

Notes

Notes are a core function of iFindCRE and are only available with a paid subscription. These features allow the user to keep records of any bits of information they deem important for future access by the user, or for sharing with an associated user (Enterprise only).

Create Notes from map screen

From the map screen, once you've selected a property and opened its Property Details window, you'll see a tab at the top of the window to Create Note. You'll then be asked to insert some text describing your note (a title if you will) and then some additional options for you to select. Once complete, click the "Save Note" button and your note will be saved.

View Existing Notes

To reference notes that you previously created, there are two methods:

Method 1: From map screen
To see which properties you may have left notes on, fist expand the layers panel by clicking the layers icon Layers Icon in the top-right corner of the map canvas, then click the "My Notes" checkbox. This will add icons to the map showing each property for which you've recorded at least one note. To view those notes, just click the desired note icon Note Icon on the map, click the VIEW NOTES button, and you'll be taken to a section of the property details page showing all of the notes recorded for this property. you may see additional note details and comments by clicking the note of you choice from this page.

Method 2: From My Notes Page
To see a full list of notes you've recorded, click the "My Notes" item in the top menu. This will take you to a new page showing all of your existing notes. From here you can FILTER the notes shown if desired (top-left portion of page) and then open up note details for any of the notes you've previously created.

Add comment to existing note

Once you've opened up the note details page for an existing note, you can leave additional comments under the note. These comments will always be available to reference in the future and are shown with the latest comments appearing at the top, directly underneath the note title and description. To add a comment, just click the NEW COMMENT button, write your comment in the text box, select additional options if needed (explained below) and click SUBMIT.

Selecting Properties
Add new comment to existing note
Assign/change importance of Note

Sometimes there are situations where one of your notes is of particular importance. To help keep these types of notes at the top of your priority list you can categorize their importance. For either an existing note or as you're composing a new comment on a note, you'll see an Importance dropdown that you can edit. High, Medium and Low are your options and depending on your selection, this note will appear emphasized or de-emphasized on your Notes page. You can always change this later as the situation dictates.

Assign/change status of Note

Status is a way to categorize whether or not something is an open issue that you expect to take new action on in the near future. As with Importance described above, you can change the Status of a note with the provided dropdown choices of Open, Closed, or Archived. Notes with a status of "Open" will be the only ones which appear in your list of notes by default. "Closed" notes will be hidden from view but can be accessed through the filter function on the My Notes page. Notes that are marked as "Archived" will no longer be able to be accessed without contacting our Custom Support.

Assign the Note to another user (Enterprise Only)

This feature allows one user to assign a note to another user. This is typically done in a team setting where, for example, a sales associate may want to leave a note for a researcher asking them to find additional information about the particular property the note is attached to. The sales associate, in this example, may select another user from a dropdown on the note details page to assign this note to that person. After this, the note will now appear on the assignee's My Notes page.