How it works

The machinery, with the covers off

Wealth intelligence products are usually explained in adjectives. These three pages are the opposite: where each number comes from, which step is a record and which is an inference, what the model is allowed to see, and where the system stops. If you are going to put this data in front of a client, you should be able to check it first.

7 days and 100 credits. We email you before the trial ends, and you can cancel yourself at any point.

End to end

From a clerk filing a deed to a name you can call

The three explainers are stages of one chain. Read in order, they describe everything that happens between a county recording a document and a prospect sitting in your book with its evidence attached.

  1. 01

    A county writes it down

    An assessor sets a value, a recorder registers a deed. Everything downstream inherits that cadence, which is weeks after a closing rather than minutes, and it inherits the county's idea of what a property is worth.

  2. 02

    It becomes a parcel you can read

    Nationwide parcel data from Regrid, covering 150M+ parcels, streamed as vector tiles through Plotbook's own proxy, colored by assessed value in six bands, with the deed owner printed on the parcel once you are close enough to read it.

  3. 03

    The deed gets turned into a person

    A person-owned deed answers instantly from residential records. An LLC, trust, or partnership goes to the research agent, which classifies the entity, runs verified lookups first, and works registries and county records until something corroborates.

  4. 04

    The person gets an estimate

    Once a profile exists, a separate step combines the parcel, any other properties they are recorded as owning, and their career and organization into four conservative ranges: net worth, income, investible assets, and total assets.

  5. 05

    You keep the evidence, not just the answer

    Each profile carries the research summary explaining the trail, a confidence score with the number of corroborating sources, and its linked parcel, then exports as CSV with all of it intact.

Provenance

What is record, what is licensed, and what is estimated

Most of the confusion about products in this category comes from blurring these three. Here they are separated, once, so nobody has to infer which is which from a marketing page.

Public record

Parcel boundaries, the name on the deed, the county assessed value, the use type, the mailing address, business registry filings, and federal campaign-finance contributions. Public because the systems that hold them are required to be verifiable, and available to anyone willing to visit enough county websites.

Licensed data

Emails, phone numbers, employment and education history, and residential records including relatives and address history. These come from contact data providers under their terms of service. Plotbook does not scrape them, and they stay masked until you deliberately spend a credit to retrieve them.

Estimated

Exactly one layer: the four wealth ranges. They are AI-generated from the signals above, always shown as ranges rather than a figure, and accompanied by a confidence score about the identification itself. No account, holdings, or filing data exists anywhere behind them.

Read the trust and data policy

See it run

All three stages, in one sitting

The full product walkthrough: the parcel map, a research run against an entity-held deed, people search, and the prospect book exporting to CSV.

Full walkthrough, 3 min. All people, contacts and wealth estimates shown are fictional demo data; property records are real public data.

Questions

Before you read the detail

Check the machinery against ground you know

Every claim on these three pages is testable in an afternoon, on a market you already understand. That is how we would want it judged.

New subscribers start with 7 days and 100 credits. We email you before the trial ends.