THE FIELD GUIDE
Real estate contact fields.
Know what each one means.
Choose the details your workflow needs: the person, the business, the location and the evidence behind the contact. These are field options to discuss; the agreed file specification confirms what is included.
CONTACT & COMPANY
Know the person.
Keep the business in view.
| Field | Meaning | Question to resolve |
|---|---|---|
| Full name / role | Person’s name and professional role | Directly sourced or inferred? |
| Email / email type | Recorded address and its type | Individual or shared? Business or personal? |
| Business phone | Published contact number | Office, direct or mobile? What was checked? |
| Company / brokerage | Associated business | Current employer, office or previous association? |
| Website / profile URL | Related website or profile | This person, or the company only? |
GEOGRAPHY & CREDENTIALS
A location needs context.
A credential needs a date.
| Field | Meaning | Limit to keep in mind |
|---|---|---|
| City / state / ZIP | Recorded office or business geography | Does not establish a full service territory |
| County / service area | Geographic label or stated coverage | Confirm derivation and office-based geography |
| License number / jurisdiction | Professional license identifier | A number alone does not prove active status |
| License status / checked date | Recorded status at a time | Confirm authority, date and result |
| Membership / designation | Stated association or qualification | Never infer membership from a job title |
PROVENANCE & QUALITY
Evidence belongs
beside the address.
| Field | Why it matters | Confirm |
|---|---|---|
| Source / source URL | Allows provenance to be assessed | Source category and usage rights |
| Collected / refreshed date | Provides a freshness reference | Different from an email-check date |
| Verification method / date | Describes a particular check | Tool, time and result categories |
| Verification result | Segments records by check outcome | Invalid, unknown and catch-all handling |
| Record ID / export date | Supports reconciliation | Stable IDs, version and duplicate handling |
YOUR NEXT STEPA clearer brief.
Prepare your list brief A clearer brief.
A more useful list.
Choose the audience, places and contact fields that matter to your business.