Super Portal Class: Searches

May 2025 Super Portal Class that focuses on setting up searches

Market Updates

Setting Up a Market Update

  1. Click "New Search" in the widget.
  2. Select "Quick Seller Update".
  3. Enter a name (preferably the property address for clarity).

    Add the following 3 criteria:

    • Zip Code
    • Elementary School (use Zillow or Google if unsure)
    • Property Subtype (e.g., Single Family Residence)
  4. Set email frequency (Daily recommended; Weekly/Biweekly/Monthly available).

    Choose whether to:

    • CC yourself on the first or all updates.
  5. Click "Create".

Managing Market Updates

  • Access preferences via the purple Super Portal button → Email Preferences tab.
  • Adjust frequency or resubscribe unsubscribed clients.

Buyer Searches

Creating a Buyer Search

Option A: From Widget

  • Click "Advanced"Buyer Search.

Option B: From Full Super Portal

  • Navigate to the client's Super Portal profile.
  • Click the Search tab → Select Residential or other property types.

Steps

  1. Apply relevant filters (e.g., price, bedrooms, bathrooms).
  2. Use "View Map"Full ScreenDraw Polygon to define location.
  3. Click "View Results" to preview properties.
  4. Deselect properties not suitable.

    Click "Create Search":

    • Select type: Buyer
    • Name search (e.g., "Round Rock West < $500K | 3BD/3BA")
    • Set frequency & preferences
    • Customize email template if needed
    • Click "Save Search" and "Confirm" to send to client

Client and Agent Interaction Features

Suggesting & Commenting

  • Hover over properties to suggest or comment.
  • Suggested properties are emailed to the client.
  • Clients can favorite, comment, or trash properties.

Tracking Engagement

  • Use the Activity Feed (in both Super Portal and FUB) to view opens, clicks, favorites, and comments.
  • Agent view includes a "My Favorites", "Commented", and "Recycling Bin" tabs.

Duplicating Searches

  • Use the yellow duplicate icon to copy a search.

    Helpful when:

    • Clients aren’t merged in FUB
    • Multiple investors need identical searches
  • Update recipient before saving duplicated search.
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