Brokerages, investors, developers, portfolio managers, consultants, and data teams working with multiple U.S. properties.
By TrueViewly. Last reviewed:
Prepare a clean address list
Start with one property per row and include the best available address details. Good input data makes the review faster and easier to reconcile with the rest of your deal workflow.
- Standardize street, city, state, and ZIP information.
- Keep a property or deal identifier in the file.
- Separate records that need address correction before analysis.
Run a consistent first-pass screen
Upload the address list to TrueViewly and use the same screening approach across the group. The goal is comparability and prioritization, not an automated final decision.
- Review location-risk modules across the portfolio.
- Keep reports organized in the relevant project or property workspace.
- Share the findings with the people who own the next diligence step.
Prioritize, then investigate
Use the resulting context to triage the list: which properties need an official record check, local inquiry, insurance conversation, environmental review, or specialist assessment first.
- Group properties by follow-up priority.
- Record the reason for escalation.
- Confirm material findings with the appropriate official sources and professionals.
Try the supported CSV shape
This two-row input example uses public California locations, not customer properties. It contains no generated results. Both coordinates are required when using coordinates; optional reference and label fields help identify each row.
externalReference,locationLabel,address1,city,stateCode,postalCode,latitude,longitude
DEMO-VENTURA,Ventura Riverfront,,,,,34.276300,-119.303000
DEMO-SONOMA,Sonoma Valley,,,,,38.341280,-122.514670For address-based rows, supply address1, city, stateCode and postalCode and leave both coordinate fields blank. If coordinates are supplied, they take precedence. Verify the location before proceeding; neither input method establishes legal parcel boundaries or building identity.
After upload, review the preview and row validation. Completed rows lead to reports; invalid or failed rows need attention. This example does not run anything or reserve workspace capacity.
CSV uploads require an eligible workspace with bulk capacity, currently Professional or Business API. API batches use separate API generation quota. Review the bulk capability and requirements.
Frequently asked questions
Can this replace property-level due diligence?
No. It supports early prioritization. Each property still requires the diligence appropriate to its transaction and use.
Is bulk screening suitable for a brokerage?
Yes. It can provide a consistent early review for listings or prospecting, provided the results are communicated as informational screening rather than a determination.
Can results be shared with a client?
Reports can be shared within the product workflow, but users should include the report limitations and avoid representing it as official or professional advice.
TrueViewly reports are informational decision-support outputs based on available datasets and user-provided inputs. They are not certifications, legal advice, engineering opinions, insurance determinations, government approvals, or a replacement for official records and professional due diligence.