Enrich properties

In Database, open Add data and choose Enrich. Tick what you want filled, and Everre finds it for the properties in view — from public records first, and a paid source only for what those cannot answer.

How it works

Open Database, open Add data, and choose Enrich.
Tick what to fill. Under Owners & people: owner of record, taxpayer (tax bill), and owner contacts. Under Property: units, building and land size, year built, market value, assessed value, zoning, and NOI, EGI and cap rate. Under Records: sales, tax years, permits, and violations and filings. Each row shows its first source, what it costs when it finds something — public records are free — and how many of the view's properties that source can answer, as in 40 of 42.
Choose how far to run it. Enrich all N now covers the properties your current view shows — on the map, the ones it lists, or those in the area you drew. Enrich properties added to this view later keeps filling new arrivals as they join it. Keep current, weekly or monthly, re-asks a source for what may have changed since. The last two need a saved view — save one first if you have not.
Add columns starts it. A bar at the bottom of the table shows progress and a Stop; when it finishes, it reports how many values it filled, how many were not found, how many it left alone because you had set them, and what it cost.

A column already on the table has its own drawer: click the source icon in its header for Enrich N empty or Refresh all N, with the same two switches for keeping it current.

To enrich just some properties, tick them in the table, then open Add data → Enrich: while rows are ticked it works on those alone, and the footer says how many — Enrich N properties runs it. Clear the ticks and it covers the view again.

Or ask the assistant: "Fill in the assessor's numbers on the Hyde Park buildings."

What it will never touch

A value you typed, or changed after a lookup, is never replaced by enriching. Everre calls that value yours, and every run reports it separately from what it found.

A filled cell keeps its source

Once a source has filled a cell, that source owns it, and the three ways to run enrichment each treat it differently:

Enrich fills only blanks. A cell a different source already filled is left alone, and the summary says how many were skipped that way.
Refresh asks that cell's own source again and takes a changed answer — so a building's last sale can move the owner of record, because the sale feed is the source that filled it and refreshing asks it again.
Run for all, offered on the "skipped" line after a run, replaces another source's value — and only with sources from your own order. It is the one action that can overwrite what a different source found.

So two people with different source orders can both fill blanks on the same property, and neither quietly overwrites what the other's order found.

Your order

"Sources are tried in your order" appears wherever you enrich, with a Change link beside it — the drawer's own for everything just ticked, or "Your order" in one column's drawer for that field alone. It is yours: set per field, and per kind of record, and it starts out automatic — sources that actually cover the property come first, free ones before paid, and the cheapest per found value after that.

Switching a source off for the whole organisation is an admin's job, in Settings → Data sources — see Data sources and your source order.

Records merge, they do not choose

Sales, tax years, permits and violations are not one value to fill in — they are a list, and every source you have on for that kind is folded into it, not just the first one to answer. Switching a source off for permits stops asking it; it does not clear out what it already told you.

See where a value came from

Hover a row and a dot beside a value shows which source filled it and when. Click it to open the cell's History: every source that has ever said something about it, what it said, when, and — where enriching brought it — who ran the lookup and what it cost. From there: Refresh, Use another source, or, on a value you set yourself, "Use…" the figure a source has on file instead, or Keep mine.

Owner contacts

Most buildings are owned by an LLC, and an LLC's managers are often another LLC. Tick Owner contacts and Everre looks the owner up in the state's business registry, follows its managers through any company that manages it, and links the people it reaches to the owner as principals — each with how it got there: Manager of Cedar Street Capital Partners LLC.

The registry covers:

Illinois — every LLC, with its managers and members, and every corporation, with its president and secretary
Connecticut — every company, with the principals it names
Washington, DC — every company, with its beneficial owners: anyone with over 10% of it, or in control
Pennsylvania — every active company, with the people and titles it filed

Each includes companies from other states registered to do business there, and a company on file in more than one is read in the property's state. An LLC formed in Delaware often names no one; the chain stops at the company it cannot follow, and says so.

Ask the assistant too: "Who's behind Ridgeland 6855 LLC?"

Send a value to your own field

A field can go to one of your custom fields instead of its own column — the assessor's NOI into your In-place NOI, say. Ask the assistant ("Put the assessor's NOI into In-place NOI for these buildings"), or pass targets to the API; Everre remembers the mapping for next time. A field only goes to a column that can hold it: a figure can go to a number, currency or text field, not a date. The owner of record is always a linked company or person.

Owners of record

The assessor names an owner for every parcel. Everre links it to one of your companies or people with the same name, or adds it. Where the assessor's name is cut short, the name on the latest sale is used instead.

A property held in a land trust is owned on paper by the trust company — usually Chicago Title Land Trust Company — and is linked to it as the trustee. The trust number and who is behind the trust are not in public records, but you know the building is held in a trust.

The taxpayer

Taxpayer (tax bill) says who the Cook County Assessor sends the tax bill to. Often that is the owner again. Where it is not, it is usually the sponsor or manager behind the owner LLC — a building owned by 311 N Morgan LLC billed to Onni 311 N Morgan LLC in Phoenix — or, on a condo unit, the buyer the owner of record has not caught up with. It is a field of its own, so the owner of record is left as it is.

What it costs

Public records cost nothing. A paid source is charged per property it finds something for — nothing for a miss — at the source's price plus Everre's margin, and shows on Settings → Billing as Data lookups. Enriching needs edit rights on the record it targets, and a run is charged to whoever started it — a scheduled one, to whoever switched it on. The panel tells you the most a run could cost before you start it, and a run your balance cannot cover does not start.