Saved Searches and Subscriptions

You can save searches and run searches based on client criteria in your Nestio account to quickly reference and view listings that match what a client is looking for or that fit a certain set of criteria.

To view listings that match a client's search criteria simply click on the client to run their search and save it (learn more about client cards here). 

You can also create a saved search for any set of search criteria that you might access often. For instance, if you work in specific neighborhoods, price ranges, layouts or with specific management companies or buildings.

Start by searching for the specific criteria you are interested in seeing. After executing the search click on the Save Search button:


Create a name for your search, and toggle the switch to receive updates about new listings and changes to listings that match the search. Save the search, or save the search and assign to a client:


Select a client, or add a client to the CRM. Toggle the switch to subscribe your client to the search. The system will alert you if the search criteria are too broad or more narrow than suggested, and can modify the search if desired. You can also control the location visibility and select whether you'd like to display the Full Address, Street Only, or Neighborhood Only to your client:

When your client is subscribed to a search they'll receive an email every morning with a list of updates to relevant listings, or new listings that match the search they are subscribed to. This email will be branded with your company logo, headshot and contact information:


To make any changes to your saved search settings click the gear icon next to the search: 


Click here to learn about more automated notifications you can receive from Nestio.

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