For compliance officers and branch managers
What it is, and what it cannot do
Somebody at your firm has probably sent you this link. This page is written for you rather than for them: what Plotbook actually does, where the data comes from, why it has no outreach features, and a plain list of the controls it does not have, including the ones that will end the evaluation. You should be able to reach a decision without a call.
Plotbook is the vendor, so read this as the vendor’s description of its own product. Nothing here is legal or compliance advice, and nothing here is a representation about what any rule requires or permits. Whether this software is appropriate at your firm is your determination to make. Last updated 2026-08-18.
The short version
One paragraph, if that is all you need
Plotbook is research software. It shows US property on a map using public county assessor records, identifies who owns a given property including when the deed names a trust or an LLC, and returns contact details from licensed US data providers alongside an estimated wealth range. It has no email sending, no dialer, no sequencing, and no automated contact of any kind. It does not connect to any firm system and has no API. Subscriptions are individual and paid by card. It has no SOC 2 report, no SSO, and no negotiated data agreement, so if any of those are prerequisites at your firm, it does not clear that bar today.
The distinction that matters
Research software, not an outreach tool
Most products in this category bundle the finding and the contacting. Plotbook does not, and the separation is deliberate rather than a roadmap gap. It is the reason a research subscription can sit outside the systems your supervision already covers without creating a new surface to supervise.
What it does
- Shows US property parcels on a map, shaded by the county's assessed value.
- Names the owner of record from public county records.
- Researches the human behind an entity-held deed using business registries, county records, and the open web.
- Returns contact details drawn from licensed US consumer and business records providers.
- Estimates wealth as four ranges with a confidence score, never as a point figure.
- Keeps a visible, durable record of every source and step behind each result.
- Exports what you saved to CSV, on Professional and Enterprise plans.
What it does not do
- Send email, dial a phone, or run any sequence, campaign, or automated contact of any kind.
- Scrape websites that prohibit it, or bypass any access control to obtain data.
- Provide a nationwide bulk list pull. Metering is designed for per-household work.
- Monitor anyone, or alert you when a person's circumstances change.
- Connect to your firm's systems. There is no API, no webhook, and no CRM integration.
- Assert anyone's actual finances. Every wealth figure is a labelled estimate.
- Operate outside the United States.
Where it will fail your review
Six things Plotbook does not have
Listed here rather than discovered on a call. If any one of these is a hard requirement at your firm, the answer is no today, and you should not have to spend a week establishing that.
No SOC 2 report
Plotbook has not completed a SOC 2 Type I or Type II audit and has no report to provide. If your firm requires one before a vendor can be evaluated, Plotbook cannot clear that bar today and we would rather say so before you spend time on a review.
No SSO or SAML
Accounts are individual, authenticated through Clerk with email or Sign in with Apple. There is no SAML, no SCIM provisioning, and no way to place accounts under a firm identity provider.
No negotiated data processing agreement
There is no standard DPA, BAA, or negotiated vendor contract on offer. Use is governed by the published terms of service and privacy policy, which is the same agreement every subscriber accepts.
No penetration test or security questionnaire on file
There is no third-party penetration test report, and no completed standard security questionnaire to send. Specific technical questions get an honest answer from a person, but there is no packet.
No firm-level administration
There are no seat-management controls, no audit log exportable to a firm, no data residency options, and no supervisory view of what a subscriber searched. A subscription is held by an individual.
No regulatory endorsement of any kind
No regulator, self-regulatory organisation, or firm has reviewed, approved, or endorsed Plotbook, and nothing on this site should be read as suggesting one has.
Product limits
The same list we publish everywhere
These are not compliance-specific. They are the product’s published limits, rendered from the same source that feeds the machine-readable summary at /llms.txt, so this page cannot quietly disagree with the rest of the site.
- United States only. No international property or people data.
- Wealth figures are AI-generated estimates shown as ranges with a confidence score, never point net-worth values or account balances.
- No outreach automation of any kind: Plotbook does not send email, dial, or sequence. It is research software.
- No MLS, comps, mortgage, lien, equity or distress data.
- No giving history, propensity scores, 990 data or board affiliations.
- No voter file or contribution-limit tracking.
- Entity research reads registry data from aggregator text via search, not a structured Secretary of State API, so some entities do not resolve. That outcome is labeled and not charged.
- No bulk nationwide list pulls. The product is metered for deliberate, per-household work inside a licensed state.
- The iPhone app is iPhone only, iOS 16.4 or later. There is no Android or iPad build.
Due diligence
The questions we actually get asked
Supporting pages
Data sourcing
Field by field: which layer is public record, which is licensed, and which is estimated.
How the research runs
The entity playbooks, the disambiguation gate, and the audit trail behind every result.
How estimates are built
What the four wealth ranges are derived from, and what they are explicitly not.
Privacy policy
The governing agreement, including data handling and removal requests.
Questions this page did not answer
A person answers, usually the one who built the thing you are asking about. If the honest answer is that Plotbook cannot meet your requirement, that is the answer you will get, and it will arrive faster than a procurement cycle.