Public Source Setup

Find a public record source, check whether it has owner and address fields, then add it for review. Nothing is written to CRM until you approve it later.

1. Choose source

2. Reality Check

3. Add source

4. Prepare review packets

Set up a public source

Choose one source, run Reality Check, add it, then prepare review packets from connected sources.

Source setup

Search for public sources by state, county, or city. Run Reality Check to see whether a source has the fields needed for seller leads before adding it.

1. Choose source

2. Reality Check

3. Add source

4. Prepare review packets

Next recommended action

Choose a public source candidate and run Reality Check.

Try the public records workflow

Start with the starter catalog below. Pick a likely lead-ready source, run Reality Check, add it only if useful, prepare review rows, then open Source Activity to see each setup step that happened.

Tip: Only State is required. Add County or City to narrow results. Don't know the county? No problem – just enter the city and state.

Use public sources responsibly. Reality Check only inspects whether a source has usable lead fields; it does not sample, stage, or write CRM records. Review rows keep source proof visible before any approval step.

State

Required

County

Optional

City

Optional

More options

Advanced discovery

Sources & Health

Existing workspace sources, connection health, source checks, and review packet preparation live here for operators who need them.

Jurisdiction

OrbiLattice

Public Source Setup

Set up a public source

Source setup

Next recommended action

Try the public records workflow

Sources & Health

OrbiLattice

Public Source Setup

Set up a public source

Source setup

Next recommended action

Try the public records workflow

Sources & Health