Creating a Saved Search
Go to the Search page in the navigation bar.
Set your filters to match your client's needs.
Add extra filters by clicking the '+' icon and selecting from the list.
Remove filters by clicking the 'X'next to any filter column.
Saving Your Search
When your filters are ready, click Save Changes.
Name the search. Using your client's name is recommended.
Click Save.
Accessing Saved Searches
Open the saved searches dropdown at the top left of the Search page.
Select a saved search to view or switch between searches.
Managing Alerts
From the saved searches dropdown, click Search Settings icon.
Toggle alerts on to receive updates for new matching listings.
Choose how often alerts are sent. Options include immediate, morning, night, or both.
Toggle on who will be receiving these alerts.
š” When you set up alert notifications to be sent directly to your clients, ensure that they've been added as contact to the search:
Choose who receives alerts. You can send them to yourself, CC, BCC, or directly to clients.
Add existing contacts or create a new contact by entering their first name, last name, and email.
Save your changes to activate alerts.
Sharing Results
After saving your search, you can share the initial list of matching listings with clients.
See our article on Sharing a Saved Search for instructions.
Tips and Best Practices
Name searches clearly so you can find them quickly.
Update filters as client needs evolve or the market shifts.
Make sure clients are added as contacts before enabling direct email alerts.