Request a demoDataNest Mortgage Intelligence Platform
See your portfolio.
Understand your market.
Find your next opportunity.
Connect your portfolio, the wider market and property-level evidence. See where to focus, understand why a record matters and build your next review.
Platform walkthrough
See how it all connects.
Real property and recorded financing evidence. Lender identities hidden. The Demo portfolio is an independent reference assignment.
01 / Portfolio
See where retention needs your attention.
Start with the relationships you already have. See the properties, mortgages, estimated equity and recorded activity across your book. Our intelligence surfaces the relationships worth a closer look, so your team can focus its retention effort and prepare a more informed conversation.
Know where to focus.
Move from your portfolio overview to the properties with retention and lending review signals.
See what changed.
Review recorded mortgage activity and changes in the available evidence around your existing relationships.
Understand why it matters.
Open the property behind a review signal and investigate its mortgage structure, estimated equity and relationship context.
02 / Markets
Surface opportunity in the markets you serve.
Look beyond your current book to the broader markets you serve. Explore the mortgage conditions around your footprint, understand where a pattern appears and follow it into properties worth investigating. The same intelligence can help you identify retention opportunities and new prospects.
Explore the places you serve.
Drill into covered states, counties and cities to see the observed mortgage population around your footprint.
Understand the mortgage conditions.
Examine recorded rates, loan programs, lender activity and estimated equity alongside the available portfolio context.
Find the properties behind the pattern.
Carry a market condition into matching properties inside your portfolio and beyond it.
03 / Explore
Open the property behind the pattern.
Turn a portfolio signal or market pattern into a property you can investigate. Narrow the matching properties, open the recorded evidence and understand the context before choosing your next step. Already have a property in mind? Start with its address.
Narrow your investigation.
Filter by geography, mortgage characteristics and relationship context to focus on the properties that matter.
Review the property evidence.
Inspect recorded mortgages and liens, lender details, estimated value and equity, with the available source dates.
Start from a pattern or an address.
Open a match from your investigation or search a specific property directly to review its evidence.
04 / Action
Put your next opportunity to work.
Build a focused list for retention or market outreach. Keep the evidence that surfaced each property, add your team’s notes and update its review status. Return with the context you need for the next conversation, so an investigation becomes work your team can move forward.
Save the properties that matter.
Create focused lists from your investigation, inside your portfolio and across your markets.
Keep the evidence behind the opportunity.
Saved property snapshots retain the source dates and investigation criteria that informed your selection.
Move the review forward.
Add research notes and track properties as researching, contacted or needing follow-up as your team takes action.
05 / Ask DataNest
You don’t have to know where to look. Just ask.
Start with a question in plain language. Ask DataNest helps you find the relevant intelligence and open the actual view, whether you’re investigating your portfolio, a market condition or an individual property. Follow the answer into the evidence and continue your work there.
Ask the question on your mind.
Ask about your portfolio priorities or recorded mortgage conditions in the markets you serve.
Open the relevant view.
Move from an answer into Portfolio, Markets or matching properties to continue your investigation.
Follow the evidence.
Ask why a property needs review, then inspect the recorded information behind the answer.
U.S. property records
One connected property intelligence foundation.
Assessor information, recorded deeds, sales, mortgages and liens connected with ownership, property characteristics, estimated value and equity. Bring that context into a portfolio review, a market question or a direct address search.
Views and evidence depend on account access and source coverage. Recorded activity and estimates support investigation; current loan terms and financing eligibility require confirmation.
Need APIs, data files, audiences or match and append?
See the platform through your team’s questions.
Walk through portfolio priorities, a market condition and the property evidence behind a match. Tell us where you want to focus, and we’ll start the conversation there.
Your inquiry is used to understand your request and coordinate the right next conversation. Marketing emails require your separate, optional subscription.