Filters – CoreLogic NZ

The most commonly used filters in RiTA are mentioned below:

Property Filters

Filter Name	Filter Options
For Rent	Yes / No
For Sale	Yes / No
Last Property Activity	Select a Contact Method: Any Contact Method Call Attempt SMS Email Select a User: Anyone No One List of users that can be accessed More Than \| Less Than An input field for a number Days / Months / Years This is what the above input field will relate to
Last Sold	More Than \| Less Than An input field for a number Days / Months / Years This is what the above input field will relate to
Occupancy Type	Is / Isn’t Any / Owner Occupied / Rented This is the selection that relates to the above selection
Property Type	Is / Isn’t House / Unit / Land / Other This is the selection that relates to the above selection

Contact Filters

Filter Name	Filter Options
Contact Category	Is / Isn’t Any available category the account has You will have to type in minimum 3 characters before any options are shown
Contact Follow-up Types	Is/Isn’t Any available follow-up type: General, Data updates, qualified lead, appraisal lead, buyer lead, finance lead, investor lead, call back, market report, lead automation, lead automation fail, list automation, list automation fail, list automation, list automation fail, chatbot
Contact is in Another List	Is/Isn’t No/Yes and Doesn’t matter
Exclusive Recommended Agent	Yes/No
Has Estimated Selling Date	Set/Not Set
Last Activity of Type	Select a Contact Method: Any Contact Method, Call Attempt Connected Call, Left Voicemail, No Answer, SMS, Email, Appointment, Follow Up, Note, Archive, Sales Appraisal, Rental Appraisal, Listing for Sale, Rental Listing, Conditional Contract - Vendor, Conditional Contract - Purchaser, Unconditional Contract - Vendor, Unconditional Contract - Purchaser, Settled Contract - Vendor, Settled Contract - Purchaser, Leased Property - Vendor, Leased Property -Tenant More Than \| Less Than An input field for a number Days/Months/Years This is what the above input field will relate to
Last Engaged By	One of the Following/Anyone But Select a User: Anyone No One List of users that can be accessed
Last Engagement Date is	More Than \| Less Than An input field for a number Days / Months / Years This is what the above input field will relate to
Last RiTA Activity by	Select a User: Anyone List of users that can be accessed Activity Type/Not Activity Type Select Activity Type: Any Activity Type, None, SMS, Email, Follow Up, Appointment, Note, Archive, Phone Call 0No Answer, Phone Call - Left Voicemail, Phone Call - Connection Made
Recommended Agent	Is / Isn’t Select a User: Anyone No One List of users that can be accessed
Time since contact created in source	More Than \| Less Than An input field for a number Days / Months / Years This is what the above input field will relate to

Estimated Selling Date

Filter Name	Filter Options
Estimated Selling Date Last Qualified by	Select a User: List of users that can be accessed
Estimated Selling Date Qualified by	Select a User: List of users that can be accessed
Estimated Selling Date Range	0 - 3 Months 3 - 6 Months 6 - 12 Months 12 - 24 Months
Estimated Selling Date Starts in Month	Select a Month: January → December Overdue
Estimated Selling Range	In Range Of An input field for a number Days / Months / Years This is what the above input field will relate to

Property Ownership

Filter Name	Filter Options
Ownership Validation	Is / Isn’t Confirmed Owner / Unsure
Owns Property(in BDA)	Select a User: List of users that can be accessed
Owns Property (Radius of Address)	In Radius An input field for a number Address This is what the above input field will relate to You will have to type in minimum 3 characters before a selection appears
Owns Property (Radius of Suburb)	In Radius An input field for a number Suburb This is what the above input field will relate to You will have to type in minimum 3 characters before a selection appears
Owns Property (Street)	In You will have to type in minimum 3 characters before a selection appears
Owns Property (Suburb)	In these suburbs You will have to type in minimum 3 characters before a selection appears
Property Owner	Owns Property / Doesn’t own property

Buyers

Filter Name

Filter Options

Has Buyer Requirements

Yes / No

Last Buyer Requirement Update

More Than | Less Than

An input field for a number

Days / Months / Years

This is what the above input field will relate to

Data Quality

Filter Name	Filter Options
Communication Consent	Can be Contacted / Can Not Be Contacted Select Communication Channel SMS Call Email
Contact has Possible Duplicates	Yes / No
Data Improvement	Has / Does not have Select Data Improvement Valid Phone Valid Email Secondary Phone
Data Quality Score Contributors	Include / Does Not Include Select Contributors Any, Can call mobile, Cannot call mobile, Can email, Cannot email, ‘No spam’ flag is set, Can call, Cannot call, ‘Do not call’ flag is set, Has at least one buyer requirement, Has no buyer requirements, Has at least one property, Has no properties, Primary owner activity, No primary owner activity, Primary owner has called, No primary owner calls, Someone has called, No one has called, Last call has positive sentiment, Neutral or negative sentiment in last call, Overall positive call sentiment, Overall neutral or negative call sentiment, None
Data Quality Score is	Greater than or equal to / Less than or equal to / exactly 5 stars, 4 stars, 3 stars, 2 stars, 1 stars, 0 stars
Mobile Region	Is / Isn’t Australia / New Zealand
Qualification State	Includes / Exclusive Clean / Dirty / Dormant

Assignment & Accessibility

Filter Name	Filter Options
Accessible By	any of the following / anyone but Select a User: Anyone No One List of users that can be accessed
Contact Follow-up Assignee	is / is anyone but Select a User: List of users that can be accessed
Overdue Follow-up Assignee	Is / Isn’t Select a User: List of users that can be accessed
Owned By	any of the following / anyone but Select a User: Anyone No One List of users that can be accessed