User Guide to Property Sales AI Data

Property Sales AI pulls recently sold real estate transaction data from multiple sources (county records, IDX feed, MLS, etc.), refreshing each record over time as new information becomes available. Check out our User Guide to Property Sales AI Data for key tips and highlights.

What is the Property Sales Object?

The Property Sales object is the hub for all sold real estate transaction data. What users should know:

  • Once subscribed, Property Sales AI initially imports the last 30 days of real estate transaction data within a customer’s preferred counties.

  • Property Sales AI automatically refreshes this data every 7 days going forward.

Table displaying property sales data including addresses, sales price, recording dates and more.

Primary Fields Included in Property Sales Data

Field Name

Immediately Available

Details

Property Address

✔️

County

✔️

Recording Date

✔️

The property’s recording date is the most critical data point, as it indicates if a Lead or Opportunity is lost.

Sales Price

✔️

Estimated Value

Typically

Taxed Assessed Value

Typically

Seller First Name

Unlikely

Seller Last Name

Unlikely

Buyer First Name

Unlikely

Buyer details are usually unavailable at closing but update within the first 1–2 weekly data refreshes.

Buyer Last Name

Unlikely

Buyer Mailing Address

Unlikely

Property Data Refresh Highlights

Dynamic Records. Property records are not static; they update as new data becomes available.

Data Refresh Timing. Buyer/seller names and some financial details may be missing at first but populate over time.

Data Sources. County records, MLS, IDX feeds, and other sources help deliver updates as quickly as possible. If a property sells off-market, the data may not be available until it’s recorded at the county level. MLS transactions may be captured earlier, but the complete dataset may not populate until it’s recorded by the county.

Why Recording Date Matters

Determines Transaction Finality. Helps mark leads and opportunities as unqualified or closed-lost.

Prevents Resource Waste. Ensures users stop working on leads that have already sold.

Fastest Available Data. Property Sales AI prioritizes getting recording dates into your system as soon as possible.

Fuzzy Address Matching Considerations

Our fuzzy address matching partner maintains a close pulse on post office data and postal authorities, and USPS reports addresses with the following characteristics are generally uncommon and to be actively avoided because of the confusion it causes in postal-delivery and other scenarios.

  • The street name is the same

  • The zip code is the name

  • The street number range is the same (100-999, 2000-2999...)

  • The street type designator is different  (Ave, Court, Lane, Blvd...)

Address matching is 99% accurate, with only this specific scenario requiring closer monitoring or manual intervention. Any potential technical solutions would likely introduce other challenges, so we don’t plan enhancements in this area. For customers operating in regions where these addresses are common, we officially recommend the following options:

  1. Set the Automatically update leads and opps status when a match is found? question in the Property Sales AI Administration Panel (screenshot below) to No to review and confirm or reject matches on a weekly basis.
    OR

  2. Set the Automatically update leads and opps status when a match is found? question to Yes and task one team member with briefly reviewing matched records on a weekly or monthly basis to catch any edge cases.

Automating scheduled matching settings for Property Sales AI

Upcoming Enhancement(s)

Field Highlighting. Changes to key fields based on the weekly data refresh will be visually indicated.

Mockup of upcoming Property Sales AI enhancement.