Creating Saved Searches is one of the most important things we do to help our visitors and turn visitors into satisfied customers.
You'll be doing the Saved Searches for:
This video explains how to do that as well as when and how to mark leads for deletion.
Name
Clear alias - Email 26. Alias Registration
Obvious miss spelling/ Symbols - Edit
Vulgar alias - Mark JUNK to be deleted and stop all Communication Preferences
Phone Number
Obvious bad number - If not already marked - select “Wrong Number”
If wrote in “do not contact”/ “wrong number” - Change accordingly
Bounced - Should be auto noted, but mark “Bad email/Bounced” if not
Clear typo error - Edit
History/Past communication
Check HISTORY feed on Summary page for: buyers requests, ReadyChat, text response, etc
Favorite (Star) important info/replies from lead
Note Search preferences and important info in SUMMARY section under lead name.
All Bad Contact Info
If bounced or invalid email address - try calling to make contact
No phone reply or bad phone number too - Mark status ARCHIVE and stop all Communication Preferences
Action Plan & Drip Campaign
Make sure the Action Plan and Drip Campaign are active for new leads
If lead responded or made contact - stop Action Plan if it is not already been auto-paused
Appropriate Agent
Lead assignment is based on landing pages when leads register to our website - Shown under OVERVIEW on lead page - Not always what they end up searching for
After confirmation from current agent - Reassign lead if mostly looking in a different team members “area of expertise.”
Cindy - Clearwater Beach to Tierra Verde, Downtown St. Pete
Heloise - Indian Rocks, Indian Shores, Belleair
Michele - Dunedin, Clearwater mainland, Tarpon Springs, Palm Harbor
Maria - Largo, Seminole
Christi- Tampa, Oldsmar
Morgan - St. Petersburg, Pinellas Park, Downtown St. Pete
To Reassign → Under lead name → Agents → Reassign button next to Agents name will appear after hovering over → Select Reassigned agent → Add message with search area/reasoning → Check Notify “losing” agent → Select Reassign
Review Property Analysis Graph on Summary Page
Scroll through → Price, City, Zip, Sq.ft, Prop. Type, Beds
Review Data chart, Landing page, Tags on Summary Page
Browse History on Summary Page- if any correspondence about criteria
Select Properties Tab
Examine properties viewed
Deduct lead’s average search criteria → (ex. 2bed Condo in 33767 Waterfront under 500K, water-view, pool homes, 55+, etc)
Select Searches Tab
Review current search to see if they are clicking on listing updates
If yes - can keep with current search
If no - select pencil icon under Actions to edit or X icon to delete and start from scratch
+ Create E-Alert button - top right to select favorite search or start creating new custom search
Favorite Searches
Select magnifying glass icon to type and search titles
Most Popular searches used:
55+ Pinellas Condo Communities
Areas near beaches - condos
Beach Area Beachfront Condos - Clearwater to Tierra Verde
Beach Area Condos - Clearwater Beach to Tierra Verde
Beach Area Condos under $300, $500, $750
Beach Area Waterfront Condos - Clearwater to Tierra Verde
Belleair Homes for Sale
Clearwater Beachfront Condos
Clearwater Beach and Sand Key Waterfront Condos
Dunedin Homes
Largo/Seminole Homes
Middle Beach Condos - Indian Rocks to Madeira Beach
Seminole Homes under $300
St Pete Beach and Treasure Island Beachfront Condos
St Pete Beach and Treasure Island Condos, under $300,$500
St. Pete Downtown Condos
Terrace Park of Five Towns 55+
Town Shores of Gulfport
Start from scratch
Select Create Saved Search is MFRMLS3
Define the Search
Search Name
Title to best describe search
Should include: Area location, Property type, Price max
Add to personalize: #of bed, Waterfront/view, Pet-friendly, Condo community name
Examples
2+ Bed Clearwater Beachfront Condos under $800,000
Pet-Friendly Beach Area Condos under 500K - Clearwater to St Pete Beach
3+ Bed Homes under $500K - Seminole
Water View Town Shores of Gulfport Condos
How Frequently Should Alerts be Sent?
Auto populates - daily
Change to twice per week, weekly, twice per month or monthly if a timeline is mentioned by the lead
Include Listings
Auto populates - MLS only, Active: Keep
Property Type
Auto populates - Residential
Select property type
Most Common
Condo-Hotel
Condominium
Single Family
Townhouse
Villa
Location
Search by: Area, City, County, Subdivision, Zip, School Names, Body of Water, Map
Most Common
City - Ex. Clearwater Beach, St Pete, Largo, Madeira
County - Pinellas
Subdivision - Ex. Five Towns, Crescent Beach Club, Lands End
Zip - Ex. 33767 = Clearwater Beach, 33701 = Downtown St Pete
Map - Draw search area
“zoom and center on your search area.”
Then click the yellow box at the bottom of the map.
Click points to start creating area
Click End Drawing when finished
Click bottom yellow bar if you want to start over
Search Criteria
Select options by clicking Min-Max boxes to see drop down of search options or type in amounts
Most Common
Price Range
Bed/Bath
HOA fees
Save Search or scroll for more options
Common Extra Features
Exterior Features
Balcony - only when specified. Not always a reliable search option and can exclude matches.
Community Features
Pool - Condo communities with pools
Lot Features
Waterfront - Condo communities or Home lots that are on waterfront
Pets Allowed
Senior Living - 55+ communities
Water Frontage Type
Beach = select Beach - Private, Beach- Public, Gulf/Ocean
Waterfront - Bay/Harbor, Beach-Public, Intracoastal Waterway, Marina, Gulf/Ocean, Beach - Private, Gulf/Ocean to Bay
Water View
Water View Type
Beach = Bay/Harbor - Full, Beach, Gulf Ocean- Full
Add Intracoastal if no beach preference
Pool - Single Family Homes only
Floor Number - No 1st floor - Select all but (1)
Minimum Lease Period
For those looking wanting an investment property they can rent out.
Short term: Select 1-7 days, 1 week, 2 weeks, 1month, No Minimum
Pet Size Limit - Search based on max allowed pet weight
SAVE SEARCH
View search results
Under Actions: Select blue box with arrow icon
Best to have 30-100 listing options
Edit accordingly if not close
Ex. Expand location to surrounding beaches, change from Beachfront to Waterfront/View
If you edit search after 3 days of website registration
Send full list of matching options to new lead
Actions - Envelope Icon
All Matching Listings
Send
Top Right - Lead x of x - Arrow
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