Plotbook
WebsiteAI Real Estate Assistant
Plotbook is a wealth intelligence platform that lets advisors visually map affluent neighborhoods, filter properties by wealth signals, and instantly reveal high-net-worth owners’ net worth and verified contact information.
https://plotbook.io/?ref=producthunt
Product Information
Updated:May 18, 2026
What is Plotbook
Plotbook is a property-based prospecting platform designed for wealth managers and financial professionals to find and reach high-net-worth individuals more efficiently. Instead of working from static spreadsheets or list-based tools, Plotbook centers the workflow around an interactive map that highlights where wealth is concentrated, then connects each property to ownership intelligence such as estimated net worth, liquid assets, and contact details. It is positioned as a modern, geography-first way to identify prospects and move from territory planning to outreach in a few clicks.
Key Features of Plotbook
Plotbook is a wealth intelligence and property-based prospecting platform that helps financial professionals find high-net-worth property owners by visualizing wealth concentration on a map and turning territories into actionable target lists. It replaces static spreadsheets with interactive territory scouting, filters for property/owner criteria, and one-click “reveal” workflows that surface estimated net worth, liquid assets, and verified contact details. It also supports AI-driven owner/entity search (including LLCs and trusts), people lookups, and CSV exports (plan-dependent) for outreach and pipeline building.
Interactive wealth mapping: Visually identify affluent neighborhoods by exploring real-time property value and wealth density overlays instead of working from static lists.
Territory Scout: Quickly navigate and define target markets on a map to move from a geographic territory to a focused set of prospects in seconds.
Wealth Filter: Apply criteria such as minimum property value and owner-occupied status and watch the map update to highlight the best-fit prospects.
Reveal & Connect prospect cards: Click a property to unlock owner insights like net worth and liquid assets plus verified phone/email to enable immediate outreach.
AI owner/entity search: Find hard-to-reach owners by resolving ownership for Individuals, LLCs, Trusts, and other entities without manual research.
Verified contact enrichment & exports: Cross-referenced contact details (including LinkedIn and contact databases) and CSV exports (plan-dependent) support list building and CRM workflows.
Use Cases of Plotbook
Wealth management prospecting: Identify high-net-worth homeowners in specific zip codes, reveal contact info, and build targeted outreach lists for new client acquisition.
RIA/financial advisor territory planning: Compare pockets of wealth concentration across markets, prioritize territories, and allocate business development time more efficiently.
Private banking & lending lead generation: Target owners of high-value properties for jumbo mortgages, HELOCs, and bespoke banking services using property-based signals.
Insurance (high-net-worth personal lines): Find owners of luxury properties to offer tailored coverage (e.g., high-value home, umbrella, collectibles) with verified contacts.
Nonprofit major donor discovery: For NGOs, locate affluent individuals in a region and create outreach lists for fundraising and donor development.
B2B sales targeting affluent professionals: Surface likely high-income decision-makers tied to premium properties and enrich outreach with verified phone/email for high-ticket services.
Pros
Map-first workflow makes it fast to spot wealth clusters and move from territory to targets.
One-click access to owner insights and verified contact details reduces manual research time.
Handles complex ownership structures (LLCs/trusts) via AI search for harder-to-identify owners.
Cons
Credit-based usage and state add-ons can constrain heavy users or multi-state teams.
Key capabilities (e.g., CSV exports, priority support, seats) depend on higher-tier plans.
Effectiveness depends on underlying data coverage/accuracy in the target geography.
How to Use Plotbook
1. Create your Plotbook account: Go to https://plotbook.io/ and click “Start Free Trial” to sign up and log in.
2. Choose your target market (territory): Open the map and navigate to the geographic area you want to prospect (your target market/territory).
3. Scout wealth concentration on the map: Use the map view to visually identify pockets of higher property values and wealth density (Plotbook is designed to replace static spreadsheet lists with a geographic workflow).
4. Apply Wealth Filter criteria: Set filters to match your ideal prospect profile (example shown: Property Value > $2M and Owner Occupied). Watch the map update in real time as results narrow.
5. Click a property to reveal owner intelligence: Select a property on the map to unlock details such as property value, owner identity, estimated net worth, and liquid assets.
6. Use AI Search for hard-to-reach owners: When ownership is obscured by entities (LLCs, Trusts, etc.), use Plotbook’s AI Search to find reliable ownership information beyond simple public-name matching.
7. Unlock verified contact information: Reveal phone numbers and emails for the identified owner. Plotbook indicates verification status and cross-references contact sources (including LinkedIn) to help ensure accuracy.
8. Repeat: refine filters and expand the map area: Iterate by adjusting your filters (e.g., higher property value thresholds) and panning/zooming to adjacent neighborhoods to build a pipeline of qualified prospects.
9. Export your prospect list (if your plan includes it): If you’re on a plan that includes CSV exports (e.g., Professional), export your filtered results for outreach workflows or CRM import.
10. Manage usage with credits and plan limits: Track your monthly credits and feature allowances (e.g., AI owner searches, map searches, people lookups) based on your subscription tier (Starter/Professional/Enterprise).
Plotbook FAQs
Plotbook is a wealth intelligence platform for property-based prospecting that helps users visually map prospects, target affluent neighborhoods, and reveal owner net worth and contact information.
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