Build Your Mortgage TerritoryStart Free

TERRITORY FOR MORTGAGE MARKETING TEAMS

Build Mortgage Outreach Audiences Around the Markets You Serve.

Select the neighborhoods in your licensed and approved service footprint, review available property records, and create an organized Audience for outreach workflows your compliance team permits.

Build Your Mortgage TerritoryStart Free See the Property Audience Workflow

See the map workflow and available properties before deciding which contacts to add. Contact availability varies.

Plan the geography before preparing the outreach list.

The problem Territory solves

A Service Footprint Is Not Yet a Usable Campaign Audience.

Mortgage marketing teams may know which markets they are authorized to serve, but broad property exports and disconnected files make a focused campaign harder to manage. Territory supports the geographic selection, available property records, and organized handoff.

Without a defined campaign

  • Broad list buys outside the intended campaign geography
  • No clear tie between contact list and selected market
  • Unstructured exports for different approved campaigns

With Territory

  • One selected market. One property Audience. A documented handoff into permitted outreach.
Before Territory
Neighborhood without a clear campaign boundary

Vague directions and scattered address files make ownership and follow-up hard to coordinate.

With Territory
Defined map area turned into a Territory Audience

One selected market. One property Audience. A documented handoff into permitted outreach.

See how the workflow works ↓

Product demo

Watch a Service Area Become an Organized Property Audience.

Use a real workflow; never imply Territory evaluates borrower eligibility or consent.

  1. 1. Search a city or neighborhood within the company’s approved market Search a city or neighborhood within the company’s approved market
  2. 2. Draw the geographic boundary Draw the geographic boundary
  3. 3. Review available property records Review available property records
  4. 4. Create an Audience for the approved campaign Create an Audience for the approved campaign
  5. 5. Selectively enrich available contacts, apply ownership/status, and export CSV under internal compliance controls Selectively enrich available contacts, apply ownership/status, and export CSV under internal compliance controls
Build Your Mortgage TerritoryStart Free
Outcomes

What Mortgage Professionals Teams Get From the Map-First Workflow

Map selection with a drawn territory polygon
Outcome 1

Keep the geographic campaign scoped

Define the area where outreach is intended instead of selecting a whole state.

Audience list with selected property contacts
Outcome 2

Make approved campaign lists easy to manage

Save separate Audiences and maintain notes, statuses, and ownership.

Board View organizing assigned contacts
Outcome 3

Use existing compliance-approved systems

Export selected data to CSV for review and use by the team’s established marketing tools.

How it works

Choose the Area. Build the Audience. Use the List.

Map → Select properties → Audience → Enrich → Organize / Assign → CSV export

  1. 1. Search a city or neighborhood within the company’s approved market
  2. 2. Draw the geographic boundary
  3. 3. Review available property records
  4. 4. Create an Audience for the approved campaign
  5. 5. Selectively enrich available contacts, apply ownership/status, and export CSV under internal compliance controls
Build Your Mortgage TerritoryStart Free
Campaign situations

Built Around the Campaigns You Already Have in Mind

Geographic brand-awareness mailing
Use case

Geographic brand-awareness mailing

Select target neighborhoods for an approved general-service marketing campaign.

New loan originator territory
Use case

New loan originator territory

Create a geographically scoped list for outreach planning within allowed markets.

Branch marketing coordination
Use case

Branch marketing coordination

Save Audiences for separate offices or approved regions, with manual checks on overlaps and targeting rules.

Build Your Mortgage TerritoryStart Free
Why Territory

Geographic Prospecting Infrastructure, Not a Loan Decision Engine.

Territory is not a borrower database, credit bureau, loan-origination system, underwriting service, or tool for identifying who is likely to qualify for a mortgage. It organizes property-based geographic audiences.

Territory is a fit when

a customer wants to define specific geographic areas, select available property records, build organized Audiences, selectively enrich, assign contacts, and export to tools they already use.

Product boundary: Do not use Territory data to infer eligibility, financial status, creditworthiness, family status, age, race, or other protected characteristics. Review fair-lending, housing, privacy, consent, and licensing obligations before targeting or outreach.

Pricing

Start With a Territory That Fits Your Team.

Pro may fit a small originator and approved marketing team, but compliance requirements and actual team usage matter more than plan name. Switch to yearly billing and save 17%.

Build a Campaign →

Choose a plan

Starter

Perfect for getting your first neighborhoods organized and exported—fast.

$55 per month · $660/yr
Seats
2
2 included
Sign up

Includes

  • 2 seats included
  • 25,000 active contacts
  • 150 Enrich Credits/mo (1,800/yr billed annually)
  • 30,000 exports/mo
  • Nationwide coverage
  • Contact Audiences
  • Contact enrichment
  • List & Board views
  • Team contact assignment
  • CSV export (unlimited re-exports)
  • Unlimited map previews*
  • Unlimited saved territories*
Popular

Pro

The sweet spot for teams that want to move fast without outgrowing their plan.

$110 per month · $1,320/yr
Seats
5
5 included
Get started now

Includes

  • 5 seats included
  • 75,000 active contacts
  • 300 Enrich Credits/mo (3,600/yr billed annually)
  • 55,000 exports/mo
  • Everything in Starter
  • Higher Enrich, contacts, and export limits
  • More included seats for growing crews

Team

Built for real operations—multiple reps, shared lists, and repeatable campaigns.

$179 per month · $2,148/yr
Seats
10
10 included
Get started now

Includes

  • 10 seats included
  • 150,000 active contacts
  • 500 Enrich Credits/mo (6,000/yr billed annually)
  • 125,000 exports/mo
  • Everything in Pro
  • Highest Enrich, contacts, and export limits
  • Largest included seat count

Enterprise

For organizations that need custom volume, security, and rollout support.

Custom tailored to your team
Build a Campaign

Everything in Team, plus

  • Custom seats and data volume
  • Dedicated onboarding
  • Security & procurement review
  • Named support contact
  • Flexible billing
  • Roadmap input for field workflows

Built for field teams that live on the map

  • Roofing
  • Solar
  • HVAC
  • Home services
  • Multi-crew sales

Compare

Compare plans & features

Feature Starter $55/mo Pro $110/mo Popular Team $179/mo
Limits
Seats included 2 5 10
Additional seat / month $15 $13 $10
Enrich Credits / mo 150 300 500
Active contacts 25,000 75,000 150,000
Exports / mo 30,000 55,000 125,000
Coverage & maps
Geographic coverage Nationwide Nationwide Nationwide
Map radius Plan-dependent Plan-dependent Plan-dependent
Map previews Unlimited* Unlimited* Unlimited*
Saved territories Unlimited* Unlimited* Unlimited*
Workflow
Contact Audiences Included Included Included
Contact enrichment Included Included Included
List & Board views Included Included Included
Team contact assignment Included Included Included
CSV export Included Included Included
CSV re-exports Unlimited Unlimited Unlimited

*Unlimited map previews and saved territories are subject to reasonable technical and usage safeguards.

Need more than Team? Build a Campaign →

Product proof

See the Workflow. Judge the Data. Build Your Own Campaign.

Territory is not promising booked appointments, guaranteed lead intent, complete contact coverage, or exclusive homeowner data. It gives you control of the area and a concrete process for organizing the available property records.

Choose an area
Build the Audience
Organize
Export
Territory map with a drawn neighborhood area 01

Choose an area.

Search a place you already care about and draw the streets your team wants to work.

Selected properties inside a Territory polygon 02

Build the Audience.

Review available properties, select what belongs in the campaign, and save them together.

Territory Board View organizing campaign contacts 03

Organize the campaign.

Assign ownership, update statuses, and track progress in List or Board View.

Territory contact list ready for CSV export 04

Export when needed.

Export selected contacts to CSV for the tools your team already uses.

Product boundary: Do not use Territory data to infer eligibility, financial status, creditworthiness, family status, age, race, or other protected characteristics. Review fair-lending, housing, privacy, consent, and licensing obligations before targeting or outreach.

Build Your Mortgage TerritoryStart Free
FAQ

Questions Before You Build Your First Territory

Still want to see it with your own market?

Build Your Mortgage TerritoryStart Free

Does Territory show homeowners likely to refinance?

No. Territory does not verify refinance intent, rates, borrower eligibility, or loan qualifications.

Can I build a property list for one approved service area?

Yes. Draw a geographic area, review available properties, save an Audience, and export selected records.

Does it integrate with my loan origination system?

No specific native loan-origination integration is confirmed. Territory supports CSV exports.

Is the exported data automatically compliant for mortgage outreach?

No. Your business is responsible for reviewing applicable privacy, consent, housing, fair-lending, advertising, and licensing requirements before use.

Can I choose streets instead of an entire ZIP code?

Yes. Territory supports rectangle and polygon selection on a map, with available properties shown for the chosen area.

Do all properties include a phone number or email?

No. Property address data and enrichment coverage differ. Additional owner or resident contact details are available only where the underlying data provides them.

Does Territory send the outreach for me?

Territory organizes prospects and supports CSV export. It does not currently promise native email sequences, direct mail fulfillment, dialers, or in-field route optimization.

Territory map ready for your next neighborhood campaign

Start Your Next Approved Outreach Campaign With a Clear Market.

Choose the geography. Organize the property Audience. Keep execution in your approved systems.

Build Your Mortgage TerritoryStart Free

Choose the area. Build the list.

Available data varies by area. Users are responsible for lawful and permission-based use of exported records.

Build Your Mortgage TerritoryStart Free