Use this article, as an invited client, to open the saved searches your agent shares with you, browse the listings, sort and filter the results, and save your changes.
Open a saved search your agent shared with you
Open a saved search your agent shared with you from the Search page in your client portal, your workspace for collaborating with your agent.
Steps:
Click Saved Searches, or the name of the open saved search, in the upper left
Click the saved search's name in the My Searches window
The saved search opens with the filters your agent set. From your email, click Open saved search in the message you received when your agent added you to the search.
Browse the listings in a shared saved search
Browse the listings in a shared saved search on the Results tab of the Search page. A shared saved search updates automatically as new listings match it, which means you do not need to recreate the search to see them.
Steps:
Click Results in the upper right
Click a listing to open it in Preview
Preview shows the listing's photos and details. Click the arrows next to the listing count, such as 1 of 30, to move between listings. Click Exit Preview to return to your results. To open the full listing, click the square-and-arrow icon in the upper right of the listing.
Share Listings with Your Agent explains how to send a listing to your agent from Preview.
Sort the listings in a shared saved search
Click a column header on the Results tab, such as Price, to sort the listings in a shared saved search. The first click sorts in ascending order. Click again for descending order, or a third time to remove the sort. To add a second or third sort, click another column header.
Column headers show in List and Expanded view.
To see the newest listings first, click the DOM (days on market) column header once. Listings with the lowest DOM move to the top.
Change the filters in a shared saved search
Change the filters in a shared saved search on the Filters tab to narrow or expand the listings in your results.
Steps:
Click Filters in the upper right of the Search page
Select or clear values in a filter, such as City
Your results update to match the new filters. Price, Beds, and the other Quick Filters across the upper left of the Search page also change the filters in the shared saved search.
Create a Search with Filters explains how each type of filter works.
Save your changes to a shared saved search
Save your sort and filter changes to a shared saved search from the Search page. An orange dot on the Save button means the search has changes you have not saved. Click Save in the upper left, next to the saved search's name, then click an option in the Save Search window:
Update Current: Saves your changes to the shared saved search. Your agent sees them too, because you share one saved search with your agent.
Save New: Opens the New Search window, where you name your changes and save them as a separate saved search. The shared saved search stays as it was.