Set up auto emails and search alerts for a client
Save the search, share it with your client, and let the alerts do the follow up. New listings that match the criteria go out automatically, so your client hears about them the day they hit the market and you stay in the loop too.
Search Alerts for Price Changes
Start with an existing Saved Search with the Listings you want Price drop alerts for. The alerts can be set to go to you, the client, or both you and the client. Duplicate a saved search search and apply the price drop and price increase filter with an appropriate date range or date window on top of the same search criteria as the original Saved Search. Then set the alerts.
Easily duplicate an existing search by clicking on the Duplicate Search button in the Saved Searches folder:
Make sure to select the Price drop and/or Price increase option located in the Status & Activity filter section:
Then select the appropriate date range or rolling date window:
Finally, make sure the alerts are turned on by selecting the desired recipients and frequency:
Below is a short video to help
Search Alerts for Status Changes
Start with an existing Saved Search with the Listings you want Status Change alerts for. The alerts can be set to go to you, the client, or both you and the client.
Duplicate the search and apply a single status filter specifically for the target status you want to monitor for (e.g. Coming soon). You will need a separate search for each status you want to monitor.
Easily duplicate an existing search by clicking on the Duplicate Search button in your Saved Searches folder:
Make sure this Saved Search includes the Status you are interested in. All Status options are located in the Status & Activity Filter section:
Then select the Now for the status.
Finally, make sure the alerts are turned on by selecting the desired recipients and frequency:
💡 Please note: You will need to create a separate search for each target status you want to monitor. For example, if you want alerts for Pending and Closed Status changes, you will need to create a duplicate Saved Search for Closed, and another duplicate Saved Search for Pending.
Below is a short video to help
Search Alerts for Open House:
Start with an existing Saved Search with the Listings you want Open House alerts for. The alerts can be set to go to you, the client, or both you and the client. Duplicate the search and apply an open house filter with an appropriate date range or date window on top of the same criteria as the original search.
You can easily duplicate an existing search by clicking on the Duplicate Search button in your Saved Searches folder:
Edit the Saved Search and add the Open House filter with the desired date range or date window. The Open House filter is located in the Listing Details Filter section. Or you can search for "open house" in the Filter Finder:
Then select the appropriate date range:
Finally, make sure the alerts are turned on by selecting the desired recipients and frequency:
Below is a short video to help