What is a Saved Search?
A saved search is a customized property search that stores your selected filters, sorting preferences, and layout settings for quick access. Instead of re-entering criteria each time you search, saved searches allow you to retrieve your exact parameters instantly.
Saved searches can be:
Personalized for your workflow – Tailor searches to specific client needs or market areas.
Shared with clients or colleagues – Collaborate by sharing searches at the client, office, brokerage, or MLS level.
Set up with alerts – Receive notifications when new listings match your criteria.
Used as templates – Set a default search to streamline future property searches.
Access Saved Searches
Use the Saved Searches dropdown to view and manage all saved searches.
Steps
Go to the Search page.
Click the Saved Searches dropdown.
Scroll or use the search bar to locate a saved search.
Select the search name to open it.
Opening a saved search loads its filters, sorting, and layout settings.
💡You can also filter saved searches by MLS, Office, Brokerage, or Client to view searches shared at each level.
Manage Saved Search Actions
Shortcut icons in the Saved Searches dropdown allow you to manage searches without opening settings.
Available actions may include:
Add Contact – Share the search with a client.
Enable Alerts – Receive notifications when new listings match.
Search Settings – Modify filters or permissions.
Set as Template – Use the search as the default for new searches.
Delete – Permanently remove the search.
Saved searches can be sorted by:
Recently Created
Recently Updated
Recently Viewed
Alphabetical order
Enable Alerts
Turn on alerts to receive notifications when new listings match your saved search.
Steps
Open the saved search.
Select Search Settings.
Enable Alerts.
Choose frequency and recipients.
Click Save.
Alerts apply only to future matching listings.
Add Contacts to a Saved Search
Connect a client to a saved search to allow access and optional alerts.
Steps
Open the saved search.
Click Add Contact.
Select an existing contact or create a new one.
Confirm your selection.
💡 Clients must accept their invitation before accessing the search.
Share a Saved Search
Saved searches can be shared with different audiences depending on your workflow.
Steps
Open the Saved Searches dropdown.
Locate the search you want to share.
Open Search Settings.
Select the sharing option.
Click Save.
Sharing Level | Description |
Client | Share the search with a specific contact. |
Office | Share the search with users in your office. |
Brokerage | Share the search with users across your brokerage. |
MLS | Share the search with users across the MLS. |
💡These options may vary based on brokerage and MLS permissions.
Control Client Permissions
Control whether added contacts can modify the search.
Open Search Settings.
Toggle Allow added contacts to see and edit this search.
Click Save.
If editing is enabled, changes made by a client create a new search under their account. The original search remains unchanged.
Set a Template Search
Use an existing saved search as a template for future searches.
Open the Saved Searches dropdown.
Click the Template icon next to the search.
Only one template search can be active at a time.
Delete a Saved Search
Delete a search when it is no longer needed.
Open the Saved Searches dropdown.
Click the Delete option.
Confirm deletion.
❗Deleted searches cannot be recovered.
Save Changes to a Search
After modifying filters or settings:
Click Save to update the search.
Changes apply to that saved search only.
Tips
Saved searches retain filters, sorting, and layout settings.
Alerts apply only to new matching listings.
Clients must accept an invitation before accessing shared searches.
Deleting a search permanently removes associated alerts and template settings.