Help

General Information

Instructions Screen

Price List Screen

Start Count Screen

Criteria Screens

Count Summary Screen

Count Results Screen

Download Screen

80% LTV

An 80% LTV option is available to calculate first mortgage amount, equity in dollars, equity as a percentage and current loan to value ratio when first mortgage amount is not known.

See also: Mortgage Amount Screen.

Add

A button that adds a particular selected criteria.

Area Code Screen

This screen allows you to choose one or more area codes. Input an area code range then click Add or Remove; or highlight one or more states then click Next. A list of cities is then displayed. Highlight one or more cities then click Next. A list of area codes is then displayed. Highlight one or more area codes then click Add or Remove.

City Screen

This screen allows you to choose one or more cities. Highlight one or more states then click Next.
A list of cities is then displayed. Highlight one or more cities then click Add or Remove.

Clear Currently Selected Criteria

Check this box  when you want to clear all previous criteria selected from previous counts during the same user session.

See also: Select List Method Screen.

Conventional

A type of conforming loan backed by any lending institution. Rates attached to these loans are the average monthly 30 yr mortgage rates supplied by HSH.

See also:Loan Rate Screen | Loan Type Screen.

Count Summary Screen

This screen displays the summary of the selected list criteria the user has chosen to run a count.

To change any list criteria the user must check the box then click Edit or Remove.

The user has the option of running a Quick Count or a Detailed Count/Purchase.

Count Results Screen

The Count Results screen is broken into four sections:

1) Count name, total records in count and time of count.

2) Criteria summary, output format and additional output fields.

The Criteria summary contains the list criteria selected to run the count along with the price per list criteria.

The Output format specifies which of the output formats the user has specified along with the price per record. There are two output formats available, standard and extended. See the price list tab for details on both layouts. User must check their preferred layout. The user can also check the "Add Item" button and select various individual fields which will be added to either standard or extended layouts.

3) Save Criteria

Each user list can be saved with a file name by clicking on the "save criteria" button. Files names can be overwritten with the exception of list file names which have been purchased.

4) Purchase Order form

The purchase order form screen gives the user the options to purchase:

1) All records
2) The first n number of records
3) Every nth record to a limit of n records

The "Purchase" button purchases the list. At this point, billing has begun.

The "Recalculate" button allows you to refresh the screen in order to adjust the price based on what was selected by the user on the purchase order form.

County Screen

This screen allows you to choose one or more counties. Highlight one or more states then click Next.
A list of counties is then displayed. Highlight one or more counties then click Add or Remove.

Create New List

This button starts the new list with the file name that is provided by the user in the name of new list box.

See also: Select List Method Screen.

Criteria Screens

This screen allows you to create a custom list based on certain select parameters. They are divided into following sections:

Geographic Screen
First Mortgage Screen
Second Mortgage Screen
Financial Screen
Homeowner Screen
Property Characteristics
Demography Screen

Current LTV Screen

This screen allows you to select a range of residences current loan to value ratio followed by clicking Add or Remove. The current loan to value is derived using the formula ((first mortgage amount + second mortgage amount)/current value)*100.

See also: Financial Screens.

Current Value Screen

This screen allows you to select a range of residences current value followed by clicking Add or Remove. The current value is derived from HomePriceAnalyzer.com.

See also: Financial Screens.

Demography Screens

This screen allows you to create a custom list based on homeowner information which is divided into the following sections:

Ethnicity Screen select.

Detailed Count/Purchase

Click the "Detailed Count" button to run a list count that will return an overall count to your list criteria by geography which will return on the Count Results Screen..

Download Results Screen

This screen displays a summary of not only the currently purchased list but all other purchased list in the last 30 days. The following information is shown in the summary:

Query Name: Name of purchased list
Status: Status of each query which include: Queued, Executed and Complete
Results: "Download" indicates the file is ready
File Size: Size in KB
Record Count: Number of records in file

The "refresh" button will update the status if changed.

The "remove" button will remove any purchased file that has been downloaded already.

Edit

This button  loads a list or criteria.

Equity ($) Screen

This screen allows you to select a range of homeowners equity ($) followed by clicking Add or Remove. The equity ($) is derived using the formula (current value - (first mortgage amount + second mortgage amount)).

See also: Financial Screens.

Equity (%) Screen

This screen allows you to select a range of homeowners equity (%) followed by clicking Add or Remove. The equity (%) is derived using the formula 100-(((first mortgage amount + second mortgage amount)/current value)* 100).

See also: Financial Screens.

Ethnicity Screen

This screen allows you to select the ethnicity of the homeowner followed by clicking Add or Remove. The list of possible ethnicity selects are: Spanish.

See also: Demography Screen.

FHA

Type of  loan backed by the Federal Housing Authority. Rates are attached to these loans from the actual FHA loan file.

See also:Loan Rate Screen | Loan Type Screen.

Financial Screens

This screen allows you to create a custom list based on certain financial information which is divided into the following sections:

Purchase Price Screen
Current Value Screen
Current LTV Screen
Equity ($) Type Screen
Equity (%) Type Screen

First Mortgage Screens

This screen allows you to create a custom list based on first mortgage information which is divided into following sections:

Mortgage Amount Screen
Mortgage Date Screen
Loan Rate Screen
Loan Type Screen
Loan Rate Type Screen
Lender Type Screen
Lender Name Screen
Transaction Type Screen

General Information

MailingLists.com is a tool designed to target specific homeowners for mail or phone campaigns. It is driven by a database containing information on nearly 42 million residential properties and their homeowners located in over 1,000 counties nationwide.

MortgageLists.com functionality allows users to prepare, count and purchase lists of homeowner records in six easy steps. The Instructions Screen outlines the steps needed to complete the list creation process.

1. The Price List Screen contains all product description and pricing information.
2. The Start Count Screen creates a name for a new list or allows the load of an existing saved list.
3. The Criteria Screens allows you to select the parameters needed to create a custom list.
4. The Count Summary Screen summarize a selected list and also run the count totals.
5. The Count Results Screen allows you to purchase any created list.
6. The Download Screen allows you to download all the created lists.

Geographic Screens

This screen allows you to create a custom list based on geography which is divided into following sections:

State Screen
County Screen
City Screen
MSA Screen
SCF Screen
Zip Code Screen
Area Code Screen

Homeowner Screens

This screen allows you to create a custom list based on homeowner information which is divided into the following sections:

Length of Residence Screen
Phone Number Screen

Instructions Screen

This screen outlines the steps needed to complete the list creation process: Price List Screen, Start Count Screen, Criteria Screens, Count Summary Screen, Count Results Screen, and Download Screen.

The order of instructions follows the same order as the second tier header tabs from left to right.

Lender Name Screen

This screen allows you to select specific lender names for first or second mortgages. The first letter(s) of a specific lender name is inputted in the space provided followed by the "submit" button. A list of possible lenders fills the selects list box. Next, highlight the lender(s) and clicks Add or Remove.

See also:First Mortgage Screens | Second Mortgage Screens.

Lender Type Screen

This screen allows you to select one or more first or second mortgage lender types. Options available are: banks, savings and loans, mortgage companies, credit unions, federal savings banks, resorts (timeshares), finance companies, construction companies, real estate companies, partnerships, insurance companies, service, trust, government agencies, business, individual, seller, unknown and sub-prime.

See also:First Mortgage Screens | Second Mortgage Screens.

Length of Residence Screen

This screen allows you to select a range of homeowner's length of residence followed by clicking Add or Remove. This value is derived using the formula: (current date-date of purchase).

See also: Homeowner Screens.

Living Area Screen

This screen allows you to select a range of the living area (sqft) of a residence followed by clicking Add or Remove.

See also: Property Characteristics Screen.

Load Existing List

This takes you to the Saved Lists section of the Start Count Screen.

See also: Select List Method Screen.

Loan Rate Screen

This screen allows you to select a first mortgage rate range. The valid rate range is 0.00 to 99.99. Rates are present for FHA, VA and Conventional mortgages.

See also: First Mortgage Screens.

Loan Type Screen

This screen allows you to select one or more first or second mortgage loan type. Options available are: credit line, FHA, farm loan, Hula Mae, conventional, private, seller and VA.

See also:First Mortgage Screens | Second Mortgage Screens.

Loan Rate Type Screen

This screen allows you select one or more first or second mortgage loan rate types. Options available are: adjustable, biweekly, open, fixed, grad, demand, balloon and variable.

See also:First Mortgage Screens | Second Mortgage Screens.

Mortgage Amount Screen

This screen allows you to select a first mortgage amount range then clicks Add or Remove. The first mortgage amount is not always available. To calculate the first loan amount using an 80% LTV the user must click the "Yes".

See also:First Mortgage Screens | Second Mortgage Screens.

Mortgage Date Screen

This screen allows you to select a first mortgage date range then clicks Add or Remove.

See also:First Mortgage Screens | Second Mortgage Screens.

MSA Screen

This screen allows you to choose one or more MSAs. Highlight one or more states then click Next.
A list of MSAs are then displayed. Highlight one or more MSAs then click Add or Remove.

Name of New List

This is the name you provided for the list.

See also: Create New List.

Next

This button loads the next screen.

Original

A mortgage that is closed at the time of the sale of a residence.

See also: Transaction Type Screen.

Phone Number Screen

This screen allows you to select a list using phone number. These phone numbers are regularly updated using an outside phone service.

See also: Homeowner Screens.

Price List Screen

This screen describes product information, pricing, data sources and output layouts. The Price List Screen can be accessed through the first tier tab labeled "Price List".

Property Characteristics Screens

This screen allows you to create a custom list based on homeowner information which is divided into the following sections:

Property Type Screen
Year Built Screen
Swimming Pool Screen
Living Area Screen
Total Area Screen

Property Type Screen

This screen allows you to select a range of property types followed by clicking Add or Remove. The list of possible property types are: townhouse, apartment, coop, condo, duplex, 2-4 units, mobile home, pud, quad, single family, timeshare, triplex and miscellaneous.

See also: Property Characteristics Screen.

Purchase Price Screen

This screen allows you to select a range of residences purchase prices followed by clicking Add or Remove.

See also: Financial Screens.

Quick Count

Click the "Quick Count" button to run a list count that will return an overall count to your list criteria which will return on the Count Results Screen.

Refinance

A mortgage that is closed sometime during the life of the original first mortgage with the sole intent of closing.

See also: Transaction Type Screen.

Remove

This button removes a list or criteria.

Saved Lists Screen

This screen displays a list of all saved lists by current user. Click Edit to load the list or click Remove to delete it.

See also:Start Count Screen | Load Existing List.

SCF Screen

This screen allows you to choose one or more SCFs. Highlight one or more states then click Next.
A list of SCF's is then displayed. Highlight one or more SCF's then click Add or Remove.

Second Mortgage Screens

This screen allows you to create a custom list based on second mortgage information which is divided into the following sections:

Mortgage Amount Screen
Mortgage Date Screen
Loan Type Screen
Loan Rate Type Screen
Lender Type Screen
Lender Name Screen

Select List Method Screen

This screen allows you to Create New List with the ability to clear currently selected criteria or Load Existing List.

See also: Start Count Screen.

Start Count Screen

Select List Method Screen section
Saved Lists Screen

State Screen

This screen allows you to choose one or more states. Highlight one or more states then click Add or Remove.

Swimming Pool Screen

This screen allows you to select swimming pool followed by clicking Add or Remove.

See also: Property Characteristics Screen.

Total Area Screen

This screen allows you to select a range of the total area (sqft) of a residence followed by clicking Add or Remove.

See also: Property Characteristics Screen.

Transaction Type Screen

There are two types of first mortgages: Original and Refinance. The user selects a transaction type then clicks Add or Remove.

See also: First Mortgage Screens.

VA

Type of loan backed by the Veterans Administration. Rates are attached to these loans from the actual VA loan file.

See also:Loan Rate Screen | Loan Type Screen.

Year Built Screen

This screen allows you to selects a range of year built followed by clicking Add or Remove.

See also: Property Characteristics Screen.

Zip Code Screen

This screen allows you to choose one or more zip codes. Input a zip code range then click Add or Remove; or, highlight one or more states then click Next. A list of cities are then displayed. Highlight one or more cities then click Next . A list of zip codes are then displayed. Highlight one or more zip codes then click Add or Remove.