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.
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For EAP instructions, click here
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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
- Navigate to either the Basic Search or Advanced Search page on your LeadSite
- Perform the search with the requested parameters using your IDX search
- 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
- 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
- Click on your
CRM tab and view your Leads Table
- Click on a client's name to open their contact card
- Scroll all the way to the right > and click the IDX tab
- Click "View Idx Profile"
- 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
- Navigate to either the Basic Search or Advanced Search page on your LeadSite
- Perform the search with the requested parameters using your IDX search
- 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
- 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
- Log into your IDX Control Panel
- Navigate to 👤 Leads>Lead List
- 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" - 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