Creating a Quick Buyer/Seller Search in Follow Up Boss

Buyer Search (Quick Buyer Search)

1. Navigate to Search → New Search → Quick Buyer Search.

   Name the search (this becomes the email subject line to the client).

   • Example: zip code + description.
2. Input search criteria (e.g., zip code, price cap such as $1.4M, property type like single-family residence).

3. The system shows results: new listings, pending, and sold properties.

   Create the search, and Follow Up Boss sends an email to the client.

   • Email highlights new listings first, followed by pending and sold.
   • Clients can favorite, mark as possible, or view properties directly in the Super Portal.

Seller Market Update (Quick Seller Update)

1. Navigate to New Search → Quick Seller Update.

   Name the search clearly (best practice: use the property address so the email subject line is personalized).

   • Example: Market Update for 1201 Bowie.
2. Input criteria: zip code, elementary school, property type.

3. Choose update frequency (daily, weekly, monthly).

   Create the search.

   • Seller emails prioritize sold data first, then under contract, and finally active listings.
   • Unlike buyer emails, sellers don’t have “favorite” or “suggest” options, but they can still view details and open the Super Portal.

Key Differences Between Buyer vs. Seller Emails

• Buyer Email: Prioritizes new listings → pending → sold. Includes engagement options (favorite, suggest).
• Seller Email: Prioritizes sold properties → under contract → active. Engagement buttons are removed, focusing on market data.