MetroList.com CRM Contact Management System for Agents and Brokers

How to Save Searches, Listings & Get Alerts

Learn step by step how consumers or potential clients can register on your MetroList.com website to Save Searches, Save Properties, Receive Auto Listing Alerts by Email and manage their preferences.

Save a polygon search
 

How to Register for an Account

Create a new account on MetroList.com
  1. Go to the MetroList.com Portal or your personal MetroList.com website
  2. In the top right-hand corner, you will see: Saved Properties, Saved Searches and Sign In. Click on Sign In.
  3. A Sign In box will appear, if you do not have a MetroList.com consumer account yet, you will need to register by clicking on Create an account.
  4. Input your First Name, Last Name, and Email Address, create a Password and Confirm Password.
  5. Click Register.

What to do once you're logged in

*If you click on Saved Properties you will see "You have no saved listings. Get started!" And if you click on Saved Searches you will see "You have no saved searches. Get started!"

So let’s get started!

How to Save a Property

Save a property from the property detail popup or page

You can start from the Saved Properties tab and click "Get started!" or on the home page, you can click Map Search.

*Both of these will direct you to the Map Search where you will see a map on the left-hand side, and listings on the right-hand side.

  1. The first way to save a property is directly from the listings list on the right-hand side which are compiled of a list of listing cards, on these cards you will notice a white heart outline in the top right-hand corner. Click the heart and you will notice that your property is saved once the heart is filled in with white.
  2. The second way to save a property is once you have clicked on a listing, either from the listings on the map, or the list of listing cards on the right. A listing detail pop out will appear inside of your window. Click the red and white heart in the top left-hand corner and you will notice that your property is saved once the heart is filled in with white.

Now that you have saved a couple of listings, you can go back to the Saved Properties tab at the top of the page and you will see the listings that you saved.

If you want to view the listing details, click on the Address.

If you want to Delete a listing that you saved, click on Delete.

How to Save a Search

Save your search using the Interactive Map Search

You can start from the Saved Searches tab and click "Get started!" or on the home page, you can click Map Search.

There are many ways to create a search, first lets build a search from scratch:

  1. Navigate to the Map Search
  2. In the search bar on the left hand side where it says "Sacramento County (CA)", type in your desired county, city, zip code etc.
  3. Edit your Pricing
  4. Edit your Bedrooms and Bathrooms
  5. Select your desired Property Type
  6. Lastly Select any additional filters under More Filters

As you have been editing and selecting the criteria for your search, you will notice that your search has been changing along the way. Once you have filtered down and configured the criteria how you would like, this is when you get to Save your Search.

  1. Click Saved Searches in the box in the upper right-hand corner
  2. Click Save This Search
  3. Name your search
  4. Select the box next to "Save as new search"
  5. Click Save

Now that you have saved a search, you can go back to the tab at the top of the page Saved Searches and you will see the search that you saved.

To navigate back to the search you just set up, click on the Name of the saved search.

If you would like to edit the saved search, click edit Here you have the option to do the following:

  1. Change the Search Name
  2. Change or Configure the Search Criteria
  3. Select to Receive Listing Alerts (or unselect the box if you do not wish to Receive Listing Alerts
  4. Select the Frequency of which you wish to receive listing alerts, Weekly or Daily
  5. Select a Notification Time that you wish to be notified at each day or week
  6. Click Save
Save a polygon search

The other way to create a Saved Search is through creating a Polygon Search:

  1. Navigate back to the Map Search
  2. Search for a specific location or move your map to your desired location
  3. On your map, in the top right-hand corner there is a box with a black square with dots on the four corners, this is the Polygon Search function. Click this button
  4. Click on the map around the location you wish to surround
  5. To close the Polygon, click your original point on the map
  6. You have now created a search around a specific area, if you wish to edit the criteria and filter it down some more, you already know how to do that as well
  7. Now you can click Saved Searches to create an additional new Saved Search
  8. Name your search
  9. Select the box next to "Save as new search"
  10. Click Save

How to Edit Your Account

Edit your profile information
  1. In the top right-hand corner, click My Account
  2. Then click My Profile
  3. Here you can edit your Account Information such as your Username and Password
  4. You can also edit your Contact Information. Your First Name, Last Name and E-mail should already be inputted from when you signed up. But if you would like to add an address, a phone number etc, this is where you can add all of those things.
  5. Always make sure to click Save Changes if you edited anything.

Click here to learn how to set up Automatic Listing Alerts by Email for your Clients.

Click here to learn how to set up Automatic Listing Alerts by Text for your Clients.

 
 

Learn more about MetroList.com Client Registration

Let's connect and get started today!

MetroList.com Website Support

916-922-7584 Ext. 685
websitesupport@metrolist.com

 

Contact us today for even more:

  • Find out about our latest deals. Don't forget to ask about free setup!
  • Learn how MetroList.com can help with your specific marketing software needs and help grow your business.
  • Get answers to any questions you have about MetroList.com.

Have further questions or comments? Inquire online here.

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