This video walks you through creating saved searches in the Luxury Presence platform — one of the most effective tools for keeping clients engaged between conversations. You'll learn how to build a filtered property search, send branded listing alerts to a specific client, and manage or update searches as your client's needs change.
What's Covered
- What saved searches are — How automated listing alerts work, what clients receive, and why they keep you top of mind throughout a buyer's search.
- Accessing saved searches — How to find the Saved Searches tab by navigating to Listings in the left side menu.
- Setting a location — How to search by city, neighborhood, or Google Maps area, and how to draw a custom boundary for a specific pocket or zone.
- Filtering by criteria — How to set price range, bedroom count, bathroom count, and additional filters like property features and advanced options, with a live listing count that updates as you go.
- Saving a search for a client — The difference between saving for yourself vs. saving for a client, and how to assign the search to a specific contact in your CRM.
- Configuring and sending the alert — How to write a personalized message, preview the email, set alert frequency, choose the sending agent, and customize the subject line before sending.
- Editing and deleting saved searches — How to return to any existing client search, update the filters or settings, or delete it entirely from the Saved Searches tab.