All Invelo filters and their functions

Filters are the core of data management in Invelo. They allow you to drill down into your database to find specific properties, owners, or leads based on a wide range of criteria. Whether you are building a marketing list or managing your sales pipeline, understanding the available filters is key to a successful workflow.

Filters in Invelo are categorized into several logical groups to make them easier to find.

Prospects CRM filters: 

1. Property record

   • Property Record: Filter by the specific property record.

   • Created Date: Sort records based on when they were created.

   • Creator: Filter by the person who created the record.

   • Creator Type: Filter by the type of user who created the record.

   • Indicator Count: Filter based on the number of indicators associated with the property.

   • Indicators: Filter by specific indicators, such as distressed signals.

   • Last Exported: Find records by the last date they were exported.

   • Last Skip Traced: Filter by the last skip trace date.

   • Last Updated: Filter by the last modification date of a record.

   • List Count: Filter by the number of lists the record is included in.

   • List Quality: Filter based on the quality rating of the lists the record is in.

   • Lists: Filter by the specific list(s) the record belongs to.

   • Lost: Filter records that have been marked as lost.

   • Lost Date: Filter by the date a record was marked lost.

   • Lost Reason: Filter by the reason a record was lost.

   • Record Owner: Filter by the user assigned as the record owner.

   • Record Status: Filter by the current status of the record.

   • Source: Filter by the origin of the record.

   • Tags: Filter records by custom tags

2. Lead information

   • Asking Price: Filter leads by the asking price.

   • Asking Price Notes: Filter by any notes related to the asking price.

   • Back Payments: Filter by any outstanding back payments.

   • General Condition: Filter by the overall property condition.

   • General Notes: Filter by notes added to the lead.

   • Lead Temperature: Filter leads by “hot,” “warm,” or “cold” status.

   • Listed With Agent: Filter by whether the property is listed with a real estate agent.

   • Major Repairs: Filter by whether major repairs are needed.

   • Mortgage Amount: Filter by mortgage balance.

   • Occupancy Status: Filter based on whether the property is occupied or vacant.

   • Other Condition Info: Filter using any additional property condition details.

   • Price Negotiable: Filter by properties with negotiable prices.

   • Purchase Offer Status: Filter by the status of any purchase offers.

   • Sale Consideration: Filter by the consideration amount in a sale.

   • Sale Reason: Filter by the reason the property is being sold.

   • Sale Timeline: Filter leads based on the expected sale timeline

3. Deal information

   • Acquisitions Notes: Filter deals using acquisition-related notes.

   • Buyer’s Financing Type: Filter by the type of financing the buyer is using.

   • Closed Won: Filter deals that have been successfully closed.

   • Construction Notes: Filter by construction or renovation notes.

   • Deal Type: Filter by the type of deal.

   • Disposition Notes: Filter by notes on how the property was disposed of.

   • Financing Status: Filter by the current financing status.

   • Inspection Status: Filter by inspection completion or issues.

   • Lockbox Code: Filter by properties with a lockbox and its code.

   • Profit: Filter deals based on profit.

   • Purchase Date: Filter by the date the property was purchased.

   • Purchase Price: Filter by purchase price.

   • Purchasing Entity: Filter by the entity that purchased the property.

   • Sale Date: Filter by the date the property was sold.

   • Sale Offer Status: Filter by the status of sale offers.

   • Sale Price: Filter by the sale price.

   • Type of Financing: Filter by financing type for the deal. 

4. Property details

   • Air Conditioning: Filter by presence and type of AC.

   • APN: Filter by Assessor’s Parcel Number.

   • Basement Type: Filter by basement configuration.

   • Bathrooms: Filter by number of bathrooms.

   • Bedrooms: Filter by number of bedrooms.

   • Building Condition: Filter by overall building condition.

   • Building Style: Filter by architectural style.

   • Census Tract: Filter by census tract.

   • Construction Type: Filter by construction materials/type.

   • Detailed Property Type: Filter by a more specific property classification.

   • Exterior Wall Type: Filter by exterior wall materials.

   • Fireplaces: Filter by number of fireplaces.

   • Full Property Address: Filter by complete property address.

   • Garage Area (sqft): Filter by garage size.

   • Heating Fuel: Filter by heating fuel type.

   • Heating Type: Filter by heating system type.

   • Living Area (sf): Filter by living area in square feet.

   • Lot Size (acres/sf): Filter by lot size in acres or square feet.

   • Municipality: Filter by municipality.

   • Number of Buildings: Filter by number of buildings on the property.

   • Number of Commercial Units: Filter commercial properties by units.

   • Number of Stories: Filter by stories in the building.

   • Number of Units: Filter multi-unit properties by total units.

   • Property City / County / State / Street Address 1 & 2 / Zip: Filter by location details.

   • Property Type: Filter by type (residential, commercial, etc.).

   • Roof Cover / Roof Type: Filter by roof material/type.

   • Sewer / Water: Filter by utility types.

   • Subdivision: Filter by subdivision name.

   • Vacancy Date / Vacant: Filter by when a property became vacant.

   • Year Built: Filter by construction year.

   • Zoning: Filter by zoning classification.

5. Ownership

   • Assessed Year: Filter by assessment year.

   • Intrafamily Transfer: Filter by intrafamily transfers.

   • Last Sale Date: Filter by previous sale date.

   • Last Sale Deed Type: Filter by deed type from previous sale.

   • Last Sale Price: Filter by last sale price.

   • Owner Occupied: Filter by owner-occupied status.

   • Owner Out-of-State: Filter by out-of-state owner status.

   • Owner Type: Filter by type of owner (individual, company, trust).

   • Tax Amount: Filter by property tax amount.

   • Tax Delinquent Year: Filter by year taxes were delinquent.

   • Tax Exemption: Filter by tax exemption status.

   • Tax Year: Filter by tax year.

   • Years of Ownership: Filter by how long the property has been owned.

6. MLS

   • Canceled Listing Date: Filter by date listing was canceled.

   • Days on Market: Filter by total days on market.

   • Initial Listing Date: Filter by first listing date.

   • Listed Below Market: Filter properties listed below market value.

   • Listing Date: Filter by listing date.

   • Listing Price: Filter by listing price.

   • Listing Status: Filter by listing status.

   • Market Status (Sub Type): Filter by market status subtype.

   • MLS Data Updated Date: Filter by last MLS data update.

   • On Market: Filter properties currently on market.

   • Listing Type: Filter by type of listing.

7. Valuation & equity

   • Assessed Improved Value: Filter by assessed improvement value.

   • Assessed Improvement %: Filter by percentage of improvement.

   • Assessed Land Value: Filter by land value.

   • Assessed Total Value: Filter by total assessed value.

   • Estimated Equity (%): Filter by estimated equity percentage.

   • Estimated Equity ($): Filter by estimated equity in dollars.

   • Estimated Value: Filter by estimated property value.

8. Foreclosure

   • Auction Date: Filter by foreclosure auction date.

   • Auction Opening Bid: Filter by opening bid amount.

   • Default Amount: Filter by default amount owed.

   • Default Date: Filter by date of default.

   • Foreclosure Document Type: Filter by type of foreclosure document.

   • Foreclosure Status: Filter by current foreclosure status.

   • In Foreclosure: Filter by whether property is in foreclosure.

   • Recording Date: Filter by foreclosure recording date.

   • Release Date: Filter by release date.

9. Driving for Dollars

   • AI DFD Analyzed: Filter by properties analyzed by AI DFD.

   • AI DFD Pull Date: Filter by the date AI DFD data was pulled.

   • AI DFD Distress Score: Filter by AI-generated distress score.

   • Image Capture Date: Filter by date property image was captured.

10. Contact

    • Primary Contact: Filter by primary contact.

    • Company: Filter by associated company.

    • Contact Type: Filter by type of contact.

    • First Name / Last Name / Full Name: Filter by contact names.

    • Last Exported / Last Skip Traced / Last Updated: Filter by contact activity dates.

    • Litigator: Filter by litigators.

    • Title: Filter by contact title.

    • Primary Contact Exists: Filter by existence of primary contact.

    • Primary Mailing Address / Street 1 / Street 2 / City / State / Zip / Status / Type / Deliverable / Vacant: Filter by mailing address details.

    • Primary Phone / Status / Type / DNC: Filter by primary phone and Do Not Call status.

    • All Phones Statuses / All Phone DNCs: Filter by all phone numbers and DNC status.

    • Primary Email / Status / Type: Filter by primary email.

    • All Contacts / Contact Relationship: Filter by all contacts and their relationship.

11. Activity 

    • Date of Last Appointment / Date of Next Appointment: Filter by appointment dates.

    • Last Activity Date / Last Activity Type / Last Completed Task Date / Last Completed Task Type: Filter by activity and task details.

12. Communication

    • First Contacted Date / Last Call Date / Last Call Outcome / Last Contacted Date / Last Text Date / Last Text Direction: Filter by communication events.

    • Number of Calls Made / Number of Calls Received / Number of Texts Sent / Number of Texts Received / Number of Times Contacted: Filter by communication frequency. 

13. Marketing

    • Current Campaign Enrolled / Currently Enrolled in Campaigns / Previous Campaign Enrolled: Filter by marketing campaign enrollment.

    • Last Direct Mail Date / Last Direct Mail Date with Offer / Last Direct Mail Offer % / Last Direct Mail Offer Value / Last Direct Mail Status: Filter by direct mail activity.

    • Last Marketing Email Date / Last Marketing Text Date / Last QR Code Scan Date: Filter by marketing engagement dates.

    • Number of Direct Mail Sent / Number of Marketing Emails Sent / Number of Marketing Texts Sent / Number of QR Scans: Filter by marketing volume.

14. Workflows

    • Current Workflow Enrolled / Currently Enrolled in Workflows / Previous Workflow Enrolled: Filter by workflow enrollment.

Contact CRM filters:

1. Contact record

   • Contact Record: Filter by a specific contact record.

   • Number of Associated Properties: Filter by how many properties a contact is linked to.

   • Contact Type: Filter by the type of contact (owner, buyer, agent, etc.).

   • Created Date: Filter by when a contact was added.

   • Creator: Filter by the user who created the contact.

   • Creator Type: Filter by the type of user who created the contact.

   • Email Count: Filter by the number of email addresses associated with a contact.

   • Last Exported: Filter by the last date the contact was exported.

   • Last Skip Traced: Filter by the last skip trace date for the contact.

   • Last Updated: Filter by the last time the contact record was modified.

   • Mailing Address Count: Filter by the number of mailing addresses associated with the contact.

   • Phone Count: Filter by the number of phone numbers associated with the contact.

   • Property Relationship: Filter contacts based on their relationship to properties.

   • Source: Filter by how the contact was sourced.

   • Tags: Filter by tags applied to the contact.

   • Custom Fields: Filter by custom fields added to the contact.

   • Custom Relationship: Filter by custom relationship entries (duplicated in CRM).

2. Contact indicators

   • Age: Filter contacts by age.

   • Bankruptcy: Filter contacts with bankruptcy records.

   • Deceased: Filter contacts marked as deceased.

   • Foreclosure: Filter contacts with foreclosure history.

   • Judgement: Filter contacts with judgments against them.

   • Lien: Filter contacts with liens.

   • Litigator: Filter contacts involved in legal proceedings.

3. Contact details

   • Company: Filter by the company the contact is associated with.

   • First Name / Last Name / Full Name: Filter contacts by name.

   • Title: Filter by the contact’s title or position.

   • Primary Mailing Address / Street 1 / Street 2 / City / State / Zip: Filter by mailing address details.

   • Primary Mailing Address Status: Filter by address deliverability status.

   • Primary Mailing Address Type: Filter by type of mailing address (home, business, etc.).

   • Primary Mailing Address (Deliverable): Filter by addresses flagged as deliverable.

   • Primary Mailing Address (Vacant): Filter by addresses marked as vacant.

   • Primary Phone / Primary Phone Status / Primary Phone Type / Primary Phone (DNC): Filter by primary phone and Do Not Call status.

   • All Phone Statuses / All Phone (DNCs): Filter all phone numbers and DNC flags.

   • Primary Email / Primary Email Status / Primary Email Type: Filter by primary email address and status.

4. Activity

   • Date of Last Appointment / Date of Next Appointment: Filter by appointments.

   • Last Activity Date / Last Activity Type: Filter by the last activity recorded for the contact.

   • Last Completed Task Date / Last Completed Task Type: Filter by completed tasks.

5. Communication

   • First Contacted Date: Filter by when the contact was first reached.

   • Last Call Date / Last Call Outcome: Filter by the date of the last call and its result.

   • Last Contacted Date: Filter by last overall contact date.

   • Last Text Date / Last Text Direction: Filter by last text communication and its direction (sent/received).

   • Number of Calls Made / Number of Calls Received: Filter by total calls made or received.

   • Number of Texts Sent / Number of Texts Received: Filter by total texts sent or received.

   • Number of Times Contacted: Filter by total contact attempts.

6. Marketing

   • Current Campaign Enrolled / Currently Enrolled in Campaigns: Filter contacts enrolled in ongoing campaigns.

   • Previous Campaign Enrolled: Filter contacts that were part of past campaigns.

   • Last Direct Mail Date / Last Direct Mail Date with Offer: Filter by the date of the last mail or offer.

   • Last Direct Mail Offer % / Last Direct Mail Offer Value: Filter by last direct mail offer percentage or value.

   • Last Direct Mail Status: Filter by direct mail status.

   • Last Marketing Email Date / Last Marketing Text Date: Filter by last email or text marketing engagement.

   • Last QR Code Scan Date: Filter by last QR code interaction.

   • Number of Direct Mail Sent / Number of Marketing Emails Sent / Number of Marketing Texts Sent / Number of QR Scans: Filter by volume of marketing activity.

7. Workflows

   • Current Workflow Enrolled / Currently Enrolled in Workflows: Filter contacts currently in active workflows.

   • Previous Workflow Enrolled: Filter contacts previously enrolled in workflows.

Invelo’s filters provide granular control over your data, letting you sort by property details, lead information, deal metrics, contacts, marketing activity, and workflows. Understanding and leveraging these filters helps you stay organized, focus on high-priority opportunities, and make data-driven decisions for your real estate business.