How to Modify Filters with Probate Data in Market Insight

This guide walks you through the process of modifying filters to narrow down probate data searches, based on the video above. Follow these steps to refine your searches, customize views, and save them for ongoing alerts.

Step 1: Start a New Search

1. Navigate to the "New Search" option in the platform.
2. Select your state (e.g., California).
3. Choose the county (e.g., Los Angeles County).
4. Set a start date, such as two months ahead (e.g., July), and leave the end date blank to include ongoing results.
5. Click "Search" to generate initial results (e.g., approximately 783 cases).

Step 2: Modify Filters to Narrow Your Search

1. Click "Modify Filters" to access the filter options.
2. Status Filters: Select "Available" to focus on properties that are currently available. Review the descriptions provided for each status option to choose the best fit.
3. Case Information Filters: Add details like case number, administrator/executor status (yes/no), or authority type to refine based on case specifics.
4. Decedent Filters: Input zip codes or surrounding cities related to the property to target specific locations.
5. Prospect Filters (Lawyer Filters): Use these for attorney-related searches, such as zip codes or referred lawyers.
6. Petitioner Filters: Narrow down to petitioners with contact information:

This helps ensure you have ways to contact petitioners directly, in addition to using decedent property details for mailers.

• • Set "Having a Phone Number" to "Yes".
  • Set "Having an Email" to "Yes".

7. Click "Apply" to update the results. For example, this may reduce 783 cases to 371, focusing on post-July cases with the specified criteria.

Tip: Use these filters flexibly to narrow down as much as needed during sensitive times like probate proceedings.

Step 3: Sort and Review Results

1. Double-click on column headers (e.g., "File Date") to sort results, such as viewing the latest filings first.
2. You can sort other columns like zip code or CI (case information) in the same way.
3. Check the "Lead Status" column:

Note: Downloaded leads do not count against your monthly limit of 100 downloads. Track this to manage your usage efficiently.

• • An email symbol indicates leads that have been emailed to you.
  • A download symbol (downward arrow) shows leads you've downloaded.

Step 4: Customize Columns for Better Viewing

1. Click "Customize Filters" or the column settings to adjust the display.
2. Add or rearrange columns as needed:

• • Move "Decedent's Name" higher for quick reference.
  • Add "City Zip Code".
  • Include "Core Logic Value" for property valuation insights.

3. Remove any unnecessary columns.
4. Click "Change Columns" to apply updates. Your results table will now reflect the customized layout (e.g., showing Core Logic value, decedent name, etc.).

Step 5: Save Your Search for Email Alerts

1. Once filters and columns are set, click "Save Search".
2. Enter a title for the search.
3. If the search has no end date, enable alerts to receive notifications for new matching cases.
4. Click "Save". The search will appear in your "Saved Searches" section, where you can access it anytime and review results.

Additional Support

If you have questions or need a full probate data walkthrough:

• Email support at support@mt.education.
• Call Michelle at (562) 421-3539.

This process helps you efficiently target probate leads while respecting usage limits and customization options in Market Insight.

Updated on: 16/07/2025