Contact types may help the user further segment their contact database. It is a secondary level of contact segmentation that may allow a user to define, for example, what type of Principal their contact is. There are four different fields that we utilize for this in Apto: “Contact Type”, “Principal Type”, “Broker Type” and “Vendor Type”. These fields can be used independently or in conjunction with each other, to allow the user the freedom to classify their contact database in any manner that they wish.
Does this person develop and hold real estate?
Does this person belong to a government agency that owns the real estate?
Include insurance companies, retirement or pension funds, hedge funds, and investment advisors.
For REO assets
Does this person develop and sell real estate?
An investor whose primary business is not real estate
An investor whose primary business is real estate
Real Estate Investment Trust (Public and Private)