How to create a curated list of listings from a Saved Search?
Elevate your business by utilizing prospect searches or Saved Searches to create and share curated lists of listings.
How to do it
The process takes around a minute.
Make sure you have created a Saved Search for yourself or your clients. If you haven’t yet, tap one of the links below to learn more about:
1. Find the Saved Search
Depending on whether the Saved Search is yours or a client’s, there are different navigation paths to get to it.
1.1. Your own search
Go to the Lists tab > Saved Searches to see a list of your Saved Searches.
1.2. A client’s search
If the search is a prospect search for a client, go to the Me tab > Clients. Tap on a client to view their Saved Searches, which include both prospect searches you’ve created and searches the client has created themselves.
2. Tap the Saved Search
Once you’ve identified the Saved Search whose results contain the listings you want to add to your curated list, tap that Saved Search to open its Summary page. Tap to learn more about the Summary page.
3. Tap the three-dot to add to a list
Scroll down the Summary page to see matched listings.
Identify the listings you’d like to add to a list. Tap the three-dot button next to each listing, choose Add to List, and then either tap Create a new list or an existing list to add the listing.
In this example, the user selects listings to visit later during open houses and adds them to a list named “House to Visit”.
Once the listings are added, a banner will appear. Tap the banner to open the list.
On iOS, you can long-press a listing on the Summary page to enable multi-selection mode. Then, tap each listing you’d like to add to a list. Once selected, tap Add to… at the bottom of the screen and choose to either create a new list or add the listings to an existing one.
Refer to the images below for step-by-step guidance.
4. Share the list
Woo-hoo! That’s everything! But why stop there? Go the extra mile by sharing your list with others - whether it’s with a listing agent to collaborate or a client you’re helping find their perfect home.
Tap the three-dot at the top corner of the screen, then tap Share.
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