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How to Skip Trace an LLC or Trust

When a property is owned by an LLC, trust or other entity, you can skip trace it in the same batch as properties owned by people. Lead Sherpa looks for the people connected to the entity.

 

Resources

→ How To Use Lead Sherpa's Integrated Skip Tracing Tool

→ Skip Trace Data: How to Understand Your New File

→ Skip Trace Data & Pricing

 

How to format the file

  1. Download the skip trace template from Skip Trace → Batch Skip Trace by Address → Download Skip Trace Template.
  2. Put the full name of the LLC or trust in the Business Name column, exactly as it appears on the county record. Leave First Name and Last Name empty for that row.
  3. Fill in the property address, and the mailing address if you have it, like you would for any other row.

Here is an example (the names and addresses are made up):

11-llc-trust-example.png
11-llc-trust-example.png

Mixing people and entities

You can have rows with a person's name and rows with a business name in the same file. Use First Name and Last Name for people, and Business Name for entities.

Then upload the file as usual. See How To Use Lead Sherpa's Integrated Skip Tracing Tool.

 

What you get back

For properties owned by an entity, the results show the people connected to it:

  • Owner Business Name shows the LLC or trust.
  • Owner Contact Type shows officer for people connected to the entity, and Owner Officer Title shows their role, for example Manager, Organizer or Registered Agent.
  • The owner name, phone and email columns in that row belong to the officer.

See Skip Trace Data: How to Understand Your New File for every column.

Questions? Email support@leadsherpa.com.

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