Learn everything you need to know about using Agent Search & Saved Search here! In this article, we walk through:
Prefer to watch a video? Check out our deep-dive of agent search & saved searches here:
If you have any questions that aren't covered here, feel free to reach out to the team at hello@courted.io or via the chat box in the bottom right corner!
Agent Search
The Agent Search feature allows you to quickly and easily find agents who meet your specific criteria. You can filter agents by market, experience, specialization, and more.
To access the Agent Search feature, click on the Agent Search tab in the main navigation.
Overview of Agent Search
The Agent Search page displays a list of all agents who meet your current filter criteria. You can sort the list by name, experience, specialization, or any other column by clicking on the column header. You can also view each agent's profile by clicking on their name.
The number of results found from your search as well as total sales volume will display on the upper left-hand corner:
Initially, you'll see the first 20 results from your search. You can select how many results to view per page by clicking one of the options (20, 50, or 100) in the bottom left-hand corner of the page.
Use the left or right arrow buttons, or input a page number directly to navigate pages:
Filtering Results
You can use a variety of filters to narrow down your search results. To add a filter, click on the All filters button on the top right corner of the screen.
Once you're happy with your filters, click Apply to view your results, or click Clear all to start over:
Once you have applied some filters, you'll see the applied filters displayed above the search table within various categories and within the All filters section. You can uncheck or click the x on any individual filter to remove it, click Clear all to clear all of the filters, or click All filters to edit any filters.
Want to learn more about our filters? Check out the Filters FAQs here!
Saving a Search
If you find a set of filters that you use frequently, you can save that search by clicking the blue Save search button in the top right corner once you already have filters applied.
Once you have saved searches, any saved searches with new agents that meet the search criteria will appear with a red dot next to the saved search name:
The new agents will also display at the top of your search results and will be noted with a New! tag.
Quick Tip: Courted starts you out with three pre-created saved searches that we think might be helpful. Make sure to edit those and add filters for location & production levels that are relevant to you!
Editing a Saved Search
If you want to edit a saved search,
Click into your saved search
Click the All Filters button
Adjust your filters and click Apply
You'll see an orange box in the top right corner that says You have unsaved changes to your search - select either Update search to save these changes to your existing Saved Search, or Save as a New Search to create a new search.
Deleting a Saved Search
Navigate to your saved search
Click the 3 dots next to the search name
Click Delete saved search
Exporting Results
You can export a list of agents to a CSV file for further analysis. To do this, click on the Export button in the top right corner of the page.
You can export up to 1,000 results from Agent Search at a time!