Track your buyers' property alerts and search criteria efficiently from a single dashboard.
Why Use This View? Instead of manually opening and checking individual contact records one by one, the Buyer Searches page gives you a bird's-eye view of your entire active pipeline in one place. This centralized dashboard helps you:
Save time: Quickly review what properties your active buyers are currently receiving without clicking back and forth through multiple profiles.
Spot engagement opportunities: Easily identify which buyers have active searches set up and instantly see the matching properties so you can send recommendations on the fly.
Keep data accurate: Review and update search criteria quickly as client needs shift, ensuring your automated alerts continue to deliver the most relevant listings.
Step 1: Access Buyer Searches
Navigate to the main menu.
Select Sales.
Choose Buyer Searches from the dropdown menu
Step 2: View Search Details
Click on the name of any contact whose buyer search details you wish to review.
Step 3: Review Associated Properties & Email Listings
Once inside the buyer search details, use the scroll bar on the right to view all properties associated with the current search.
You can directly email properties to your contact from this view.
Step 4: Update Search Criteria
Click the Edit button in the bottom right corner to update or modify the existing search criteria at any time.
Related Resources: How to Create Property Alerts