Prospect Lists
The Prospect Lists feature (Pro) helps sales teams, consultants, and fintech companies build and manage lists of target banks.
Creating a List
- Click + New List and give it a name and description.
- Add banks by searching or importing from a screener filter.
- Tag individual prospects and add notes.
Mail-Merge CSV
Export any prospect list to a CSV formatted for mail-merge. The export includes bank name, city, state, cert number, key financial metrics, and your custom tags and notes.
Plan Limits
- Free: 1 prospect list with up to 10 banks (no CSV export).
- Pro: Up to 20 prospect lists with unlimited banks per list and mail-merge CSV export.
Managing Lists
Edit names and descriptions, add or remove banks, and track when each list was last updated.