Plotbook

What is Plotbook?

Plotbook is a wealth intelligence platform for property-based prospecting. It helps financial professionals find and target prospective clients by mapping properties and surfacing owner information, including estimated net worth and verified contact details.

Instead of relying on spreadsheets or static lists, Plotbook lets users visualize wealth concentration by geography and then click into specific properties to access owner intelligence for individuals and entities such as LLCs and trusts.

Key Features

• Interactive property maps to locate where wealth is concentrated in specific neighborhoods, helping users focus outreach geographically.
• AI Search for ownership information across individuals and entities (including LLCs and trusts), designed to reduce manual searches.
• Nationwide visual wealth search with filters (e.g., property value threshold and owner-occupied status) and a heatmap overlay showing wealth concentration in real time.
• AI wealth scoring that analyzes property records, public filings, and market data to estimate net worth with an associated confidence score.
• Verified contact information that provides phone numbers and emails by cross-referencing data from contact databases and LinkedIn.
• Property-to-profile workflow that reveals owner name, estimated net worth, liquid assets, and verified phone/email from a property selection.

How to Use Plotbook

1. Open Plotbook and use Wealth Search to explore regions on the map.
2. Apply Wealth Filter criteria such as property value and owner-occupied status to narrow targets.
3. Click a specific property to reveal an owner profile, including estimated net worth, liquid assets, and verified contact information.
4. Use AI Search to generate owner intelligence for the selected individual or entity and add the details to your prospecting workflow.

Use Cases

• Territory targeting for wealth managers: Identify affluent neighborhoods and heatmap wealth pockets, then work from property value signals to build a prospect list.
• Property-by-property outreach for advisors: When a property catches attention, open the map, click the property, and view the owner profile with estimated net worth, liquid assets, and verified phone/email.
• Entity-focused research: Look up ownership information for non-individuals such as LLCs and trusts to support diligence and outreach for complex household structures.
• Pipeline building with confidence cues: Use AI wealth scoring and confidence levels to prioritize prospects based on estimated net worth signals from property records and related data.
• Contact verification for faster qualification: Retrieve verified phone numbers and emails and reduce time spent manually searching for contact details.

FAQ

Does Plotbook support prospecting for both individuals and entities?

Yes. Plotbook’s AI Search is described as providing ownership information for individuals, LLCs, trusts, and other entities.

What information can I see after I click a property?

The page describes that clicking a property can reveal an owner profile, including estimated net worth, liquid assets, and verified phone/email contact information.

How does Plotbook estimate net worth?

The site states that Plotbook’s AI analyzes property records, public filings, and market data to estimate net worth and provides a confidence score.

How does Plotbook provide verified contact data?

The site states that Plotbook cross-references top-tier contact databases and LinkedIn to provide verified phone numbers and emails.

What targeting controls are available in the map?

The page describes a Wealth Filter that supports criteria such as property value (e.g., property value > $2M) and owner-occupied status, updating the map accordingly.

Alternatives

• Spreadsheet-based prospect lists: Common for manual outreach, but typically lack the map-based geographic visibility and property-to-profile workflow described in Plotbook.
• Static contact list providers: These can supply phone/email data, but the source positions Plotbook as adding property-based intelligence and owner context rather than only contacts.
• Real estate analytics tools focused on demographics or property data: These may help visualize areas, but Plotbook is specifically positioned to combine map-based property signals with AI owner profiling and verified contact information.
• General-purpose web research and manual verification workflows: Useful when data availability is limited, but the platform’s value proposition is streamlining ownership lookup and verification without complex queries.