Search
Search finds hereditaments and the ratepayers occupying them. Type any handle — UARN, billing reference, postcode, address, or ratepayer name — and Search picks the right kind of query. Refine with filters, save a result you want to revisit, allocate rows to a portfolio you'll track over time, or upgrade the search itself into a prospecting query that watches the changing answer set. The page is the same whether you opened a saved bookmark or ran a fresh query; everything is editable, and the count is always what's there now.
Anchor
Choose what each row is centred on. Ratepayers (the default) shows one row per account holder paired with the hereditament they occupy; a ratepayer with no current hereditament still shows, marked, so nothing is hidden. Valuations shows one row per hereditament, whether or not a ratepayer is attached — useful when you are reading the market regardless of who occupies what. Switch on the fly from the result-frame header; bookmarks remember the anchor you used, and your default lives in Settings.
Lens
A lens is a named set of filters and columns: which filters sit ready in the panel, what they start set to, and how the table is sorted. Every result frame has an active lens. Starter filters is the built-in first view; on first contact, Keep this view saves it as your default, or Edit lens curates your own — say, "Camden retail" or "Hospitality detail". Switch from the picker at the head of the result frame. A lens never hides filters: everything not promoted stays reachable via + All filters.
First-visit walkthrough
On your first visit, a two-step tour points out the anchor toggle and the lens picker — the two controls that shape every result frame. Step through it or skip it; either way it shows only once.
Compare mode
Compare two rating lists side by side. Switch from Single to Compare in the result-frame header. Pick the two lists (e.g. 2023 list vs 2026 list) and a change-% range. Each row shows the RV in each list with the change in £ and %, plus transition markers when a hereditament has entered or left the list.
Save a search
Bookmark the current query — term, anchor, lens, mode, filters. Press ⌘S (Mac) or Ctrl+S (Windows / Linux), or click Save search. Re-opening the bookmark re-runs the same query against current data; the count is what's there now. Bookmarks don't track changes themselves — see Allocate to a portfolio below, or Upgrade to prospecting, for change-tracking.
Allocate to a portfolio
A portfolio tracks a chosen set of hereditaments over time with alerts. Allocate rows two ways: select rows and click Allocate selected in the page footer; or tick Allocate as well in the Save dialog to capture both a bookmark and a portfolio in one step. Name a new portfolio inline, or add to an existing one.
Upgrade to prospecting
Prospecting is a different kind of search — it watches the changing answer set and alerts you when it changes. Click Upgrade to prospecting in the result-frame header to open the prospecting wizard with the current term, lens, and filters carried in. The upgrade always starts a new prospecting search; it never adds to an existing one.
More from this ratepayer
Open a result row's actions (the ⋯ at the end of the row) and pick More from this ratepayer to list every hereditament the account holds, current or past, wherever it is. The row you came from is marked as the source. Each row carries the floor area and RV per square metre where a current measurement exists, so the account's estate reads as a comparison set. Refine, sort, and switch lenses exactly as on search.
Similar hereditaments
Open a result row's actions and pick Like this hereditament to find comparable properties. The anchor's own values show at the top; pick one or more similarity dimensions — same valuation grouping, same category, same postcode area, or Proximity (the recommended start). Picks accumulate until you click Find comparables, so you can compose the question before it runs. The anchor's rateable value arrives as a ready-made ± 50% filter, and a matching floor-area range sits pre-filled in the panel, one Apply away. Where a row's displayed value has drifted from what it matched on — a category amended since selection, say — the row says so inline.
Nearest postcodes
Proximity's Nearest postcodes control (50 / 250 / 500) counts postcode units, not properties. Every property maps to its postcode's centre point, and a dense street shares one point — so the nearest 50 postcodes can hold several hundred properties, and the result count will usually exceed the number on the control. The search radius grows outward until it reaches your target. Widen it if results feel thin; narrow what comes back with the filters.
Manage your lenses
Open the lens picker dropdown to view all your lenses, switch between them, or save the current filter set as a new lens. Built-in lenses are marked; your own lenses show my lens. Full lens management — rename, duplicate, delete — lives with your saved items; per-pathway defaults live in Settings.
Fetch all results
When a search returns more rows than the page can show at once, Fetch all N runs in the background. The table updates in place when ready, and an alert flag in the header notifies you if you've moved on. You can keep working while it runs.