Getting Started
Step-by-step guide to reviewing property records and requesting monitoring access.
Quick Start
Fastest path: Search for a BBL, sign up, return to the building page, then request or confirm eligible watch access for scheduled updates.
Step 1: Find Your Properties
Find BBL by Address
Use NYC DOF NOW or other property databases to look up BBLs by address
Step 2: Create Your Account
Choose Your Plan
Search BBL property records, then request Monitor access for watched-property review or Portfolio access for triage, reporting, and export workflows
View Plans →Step 3: Add Properties When Access Allows
Build Your Watchlist
Add properties by searching BBLs when your access level allows watched-property state; Portfolio users can triage them in the dashboard
Set Update Preferences
Choose which record categories and scheduled update frequency you want to review when delivery is approved and enabled
Step 4: Configure Scheduled Updates
Review options:
- Attention items - Records with official source links that may need manual verification
- Record changes - New supported permits, violations, filings, or lien context
- Digest review - Scheduled summaries when delivery is approved and enabled
- Custom rules - Planning-safe rule criteria for properties you watch
Step 5: Monitor and Act
Review Scheduled Updates
Review updates when supported records show changes and delivery is approved and enabled
Review Details
Check record details and decide what needs follow-up
Prepare Follow-Up
Use official links, freshness notes, and review notes to prepare your own diligence or professional review
Pro Tips
Start Small
Begin with a small watchlist to get familiar with freshness notes, the review queue, and update preferences
Check Source Freshness
Check freshness notes and verify important details in the official source system before relying on them
Confirm Watch Context
Use the BBL page to choose why the property matters before confirming a watch
Start with a BBL lookup.
Start with BBL lookup, then request the right monitoring access path.