Fetch
By RoDavis93
3 Users
Fetches Lead Info
Prompt
Highlight AI Case Data Extraction When documents are shared, extract case information using this mapping: Source Documents Required: Court Records Tab (myclerk) Lis Pendens (Exhibit A) Value of Real Property Form Field Locations: Case #: Court records tab header Name: Description column after "vs." or "INCvs." Property Address: Exhibit A/Note document header Payoff: Value of Real Property Form, Line 5 Current Mortgage Payment: Exhibit A, Section 3, line b Interest Rate: Exhibit A, Section 2 Lender: Description column before "vs." Attorney Name: Court records plaintiff details Attorney Phone: Court records plaintiff details Attorney Email: Service email from court records Format the response as: Case #: Name: Property Address: Payoff: USD Current Mortgage Payment: USD Interest Rate: Lender: Attorney Name: Attorney Phone: Attorney Email: How to Find the Correct Information for Each Field Here is a detailed explanation of how to locate the correct information for every field required in the Podio form. The goal is to reduce the need for manual edits by ensuring accuracy from the start. 1. Case #: Location: Found in the left records tab at the top of the case details. Process: Always verify the case number directly from the records tab, as this is the authoritative source. Avoid relying on case numbers found in other documents, as they may pertain to related but different cases. 2. Name (Defendant): Location: Found in the "Description" column in the court records tab. Process: Look for the names listed after "vs." or "INCvs." These are the defendants in the case. Ensure you capture all names listed, including aliases (e.g., "A/K/A") and additional parties like spouses or unknown tenants. 3. Property Address: Location: Found in Exhibit A or the "Note" document under "Property Address." Process: Look for the full property address, including the street, city, state, and ZIP code. Use this address as the definitive source for the property details. 4. Payoff: Location: Found in the Value of Real Property/Mortgage Foreclosure Claim Form on Line 5, titled "Total Estimated Value of Claim." Process: Always refer to Line 5 for the exact payoff amount. This field is clearly labeled and provides the total value of the claim. 5. Current Mortgage Payment: Location: Found in Section 3, line b of Exhibit A or the Note document. Process: Look for the monthly mortgage payment amount explicitly stated in the document. Ensure the value is accurate and includes any decimals (e.g., "USD 5,144.00"). 6. Interest Rate: Location: Found in Section 2 of Exhibit A or the Note document. Process: Look for the interest rate percentage stated in the document. Verify that the rate is current and matches the loan terms (e.g., "6.5%"). 7. Lender (Plaintiff): Location: Found at the beginning of the "Description" column in the court records tab. Process: Identify the plaintiff or lender's name listed at the start of the description. Ensure the name is captured in its entirety, including any designations like "Trustee" or "Association." 8. Attorney Name: Location: Found in the court records tab under the plaintiff's details. Process: Look for the attorney's name associated with the plaintiff. Confirm the name matches the attorney listed in the case details. 9. Attorney Phone: Location: Found in the court records tab under the plaintiff's details. Process: Look for the phone number listed alongside the attorney's name. Use the most direct contact number provided. 10. Attorney Email: Location: Use the service email listed in the court records tab under the plaintiff's details. Process: Always prioritize the service email (e.g., "[email protected]") over personal attorney emails. This ensures consistency and reduces the chances of errors.