Clients can use your IDX to save their favorite searches and properties, and sign up for email notifications with updates — but sometimes a client will ask you to set them up for a saved search yourself. There are a few ways you can do this, and this article will show you how.

The steps you take will differ depending on whether your IDX Vendor is EAP or iHomefinder.

• For EAP instructions, click here

• For iHomefinder instructions, click here

If you're unsure which IDX your LeadSite uses, there are a couple of ways to tell.

Your IDX is iHomefinder if:

• Your Search pages have the text "Real Estate IDX Powered by iHomefinder" in the lower-right corner of the search form
• Your Headshot menu in your dashboard has the "IDX Login" option (for logging into your IDX Control Panel)
  

If these are not present, your IDX vendor is EAP.

Saving a search with EAP IDX

Method 1: User end

1. Navigate to either the Basic Search or Advanced Search page on your LeadSite
2. Perform the search with the requested parameters using your IDX search
3. Click "Login/Signup" (if the Lead Capture modal does not pop up automatically)
   
   
   • For new clients, fill out the Lead Capture form with the client's name and contact info
   • For existing clients, click "Already signed up? Log in", then log in using client's email
4. To save the search parameters, click "❤ Sign Up For Listing Alerts"
   
   The button will change to say "❤ Unsubscribe From Listing Alerts" and you will see a green success message on the bottom of the screen.
   
   To save a property, click on a listing box to view it, then click "❤ Save"
   
   You will see a green success message on the bottom of the screen.

Method 2: Editor end

1. Click on your  CRM tab and view your Leads Table
2. Click on a client's name to open their contact card
3. Scroll all the way to the right > and click the IDX tab
4. Click "View Idx Profile"
   
5. This will automatically log you into the client's IDX Profile Dashboard where you can:
   • Search for properties
   • Save searches and properties
   • View saved searches and properties
   • Manage notification preferences

Saving a search with iHomefinder IDX

Method 1: User end

1. Navigate to either the Basic Search or Advanced Search page on your LeadSite
2. Perform the search with the requested parameters using your IDX search
3. Click "SAVE SEARCH" (if the Lead Capture modal does not pop up automatically — if it does, login/register, then click "SAVE SEARCH".)
   
   • For new clients, fill out the Lead Capture form with the client's name and contact info
   • For existing clients, click "Already signed up? Log in", then log in using client's email
4. To save a property, click on a listing box to open it in a new page, then click "SAVE TO FAVORITES"
   

Method 2: Editor end

1. Log into your IDX Control Panel
2. Navigate to 👤 Leads>Lead List
3. If the client is already registered, click on the client's name
   If the client is not already registered, click "ADD NEW", fill out the Add Contact form, then click "SAVE"
4. Click "PROPERTY ORGANIZER"
   
   Here you can:
   
   • ADD NEW saved searches and favorited listings
   • View saved searches and listings
   • Turn Email Alerts on or off for saved searches

Saved searches are a great way to keep your clients engaged with your LeadSite, and encourage repeat visitors. This in turn increases the likelihood of future sales opportunities. Be sure to use your LeadSite's Saved Search and Email Notification features to their fullest potential!