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Quest log
Beginner
Practice / Manual / AI-assisted
Usage or source dependent
Investor
Wholesaler
Agent
General
Find leads from public records
Find a public property source, run Reality Check, add it only if useful, and prepare rows for review.Access And Alternatives
Public-source availability depends on the market, source, and workspace readiness.Can I try sample data?
Use the static catalog and non-writing Reality Check; sample rows are not live lead coverage.Can I do it manually?
Inspect and add only a supported source after reviewing its readiness.Can the assistant prepare it?
The assistant can prepare the supported pipeline path with a confirmation before each change.What access is required?
An authenticated workspace session · A supported public sourceIs there a usage or provider dependency?
Background imports, provider enrichment, and source volume may be limited or unavailable.What if access is unavailable?
Inspect source readiness without importing, enriching, or claiming live lead results.Beginner practice
No live provider, billing, sending, or CRM mutation starts here.Good for beginners with no list yet
Start from Source Setup, run Reality Check, add the source only if it looks useful, then check Source Activity after review rows are prepared.- You do not need a list yet.
- Reality Check is safe and does not change CRM records.
- Source Activity shows what happened after setup steps run.
Steps
Your local learning progress. This is not proof that work was completed.1 of 5: Find a public property sourceNot started
- 1Find a public property source
- 2Run Reality Check
- 3Add the source only if useful
- 4Prepare review rows
- 5Check Source Activity
What This Teaches
- How to start this workflow without guessing the first screen.
- How to use Government Data as the manual path.
- How to practice with sample data before touching live records.
- How to ask the AI helper for one confirmed step at a time.
- How to check what happened and decide whether another step is worth doing.
What Happens Next
Record outcome and review follow-up- Reality Check result visible
- Source added only after review
- Review rows prepared
- Source Activity shows what happened
Ways To Practice
Sample pathUse starter public-source data to practice Source Setup without provider calls or CRM changes.
AI helper pathReady for one confirmed step at a time.Help me find leads from public records in Philadelphia. Start by identifying a supported public property source, explain what Reality Check will verify, and ask me for one confirmation before taking any setup step.
- Confirm the source and market before opening setup.
- Confirm before adding a source.
- Confirm before preparing review rows.
Prerequisites
- Workspace access
- A city, county, or state to inspect
- You do not need a lead list yet
Readiness And Safety
Manual ready
AI-assisted ready
Sample ready
Outcome ready
- Reality Check is safe: it checks source readiness without writing CRM data.
- No CRM changes happen from Source Setup.
- A staged bulk-source sample is still review-only and does not prove owner or lead coverage.
- Do not contact leads from this recipe without a separate reviewed outreach step.