How to create a specific Saved Search for my clients?
Create a search in your client’s desired area to know when listings, including Broker List® listings that clients can’t see match the search. It’s a great opportunity to let your clients know about Coming Soon listings before they enter their public marketing period for example.
Since this article was published, Listed has introduced an improvement that allows you to create and save a prospect search directly in your client’s account. Tap here to learn more.
Last edited: November 26th, 2024
How to create and share a Saved Search with a client
Scroll down to see the steps in writing below or watch the video.
The process takes around 60 seconds.
Create a Saved Search
To create a specific search for your clients on the map, start by adding filters. Tap “Filter” in the top left above the map and swipe up on the filter screen with your finger to display it in full screen.
If you notice that the Saved Search of one of your client is very specific, we encourage you to save its search on your account with Broker List® turned on to see Exclusive listings you have access to and communicate them to your clients. Your clients can’t see Broker List® listings, unless it’s a Coming Soon listing within its public marketing period.
Add filters to get better search results
The more filters you add, the more specifics the results would be. In this example, our client is interested into a semi-detached or detached freehold for sale with two bedrooms and two bathrooms minimum, and at maximum price of $3,500,000. You can scroll down to see more filters and apply the ones of your choice. Once you’re done, tap “Done” in the top right to apply your filters. However, please keep in mind that if a listing agent did not provide all information on its listing, an unknown number of parking spaces for example could not be reasonably compared to a minimum or maximum value.
Interested in learning how to increase the exposure of your Broker List® listing? Learn how to properly fill out a listing’s information to maximize its exposure (article coming soon).
Draw a shape to get results for a specific area
With your filters applied, tap “Draw” on the top right corner of the map and use your fingers to zoom in if needed to be more precise. While putting your finger down on the screen, hold it and move it to create the outline of a shape. When you release your finger of the screen, the shape will automatically be closed and is ready to be saved.
Interested in saving a full area displayed on your screen instead? Skip the drawing part and directly read the next step below.
Save the search
Tap the “Save” button on the top right corner of the map, give a name to your search, for example it could be your client’s name so you know who this search was created for.
Congratulations! You successfully created a Saved Search and will receive alerts when new listings match its filters and geographical area.
(Optional) you can tap the “List” segmented control to quickly see the listings matching your search in a list.
Keep in mind that Exclusive and Coming Soon listings are shown to agents with access and agents who received them in direct 1-to-1 communication. Clients only see MLS® listings and Coming Soon listings within their public marketing period.
Wondering what are the differences between a Coming Soon and an Exclusive listing? Read the characteristics of these listing types and learn how to choose between them when you upload your listing.
Where can I find my Saved Search and share it?
There are two ways, you can either access your Saved Searches from the Browse tab or directly on the Lists tab with other lists of listings you’ve created.
Find it under search
Find it under lists
Share it
How does it look when I share a Saved Search with my client?
Clients can save it and view it
TIP
Suggestion 🥇 : If you see a specific search from your client, duplicate it and save it for yourself with broker list, sold, available, for sale to see Broker List® and let your clients know about them.
Add AS MUCH DETAIL AS POSSIBLE to your Listing.
If you don’t specify the number of parking spaces on a listing, clients and agents who filter them will not see your listing.
Add AS LITTLE DETAIL AS POSSIBLE as you can get away with when creating a Saved Search.
If you put Detached, 4 bdrm, 2 parking, and the listing agent didn’t fill that in, it won’t get matched and likely won’t be shared with you. Keeping your search more general will let you know about the possibilities and sift through them yourself.
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