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Use the filter properties search

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Learn how to swiftly locate properties with the filter properties tool. Use accurate criteria, perform bulk actions, and save reusable filters to make your daily tasks more efficient.

This article covers:

Find properties with filters

Use this when you need to locate a precise set of properties (e.g., by class, agent, dates, office, tags) and then open a property card or run bulk actions on the search results.

  1. Go to: Properties > Search
  2. Select the Filter Properties tab
  3. Select the criteria that match what you are looking for
    Filter-properties.png
Note: If you have multiple offices, you can choose specific ones or select All to search across all of them.
  1. Click Search

What you can do next:

  • Use the action buttons above the results to export, report, or bulk update selected properties
    Bulk-actions.png
  • Click a specific property line to open its property card

Save and reuse your filters

Save your criteria as a named filter so you (and others, if allowed) can run the same search again with a click.

After setting your criteria:

  1. Click Save Filter
  2. Enter a Filter name
  3. Set Accessibility: Choose everyone, a team, or specific users who can use and edit it
    Save-filter.png
  4. Click Save

Use or manage saved filters

  • Under Criteria, pick a saved filter from the Saved Filter drop-down menu
  • Click the spanner (settings) icon to edit or delete filters you’re allowed to manage
    Choose-edit-filter.png

Note (permissions):

  • Admins can edit and delete all filters in the office
  • Non-admins can edit/delete filters they can access, except filters shared with Everyone

Choose your filter criteria

Mix and match criteria to narrow your results. You can apply one or many filters depending on your outcome.

  • Property Class - Filter by class (e.g., residential, commercial), For Sale/Lease, and Current Status
  • Method of Sale - Private Treaty, Auction, Tender, or Set Sale Date
  • Authority - Exclusive, Multilist, Open, Conjunctional, or Sole Agency
  • Agent - Filter by Agent #1, Agent #2, or Property Manager assigned to the property
  • Open Homes - Properties with open homes scheduled in the next 7 or 14 days
  • Property Owner - Include/exclude properties without an owner attached
  • Building/Site - Filter by a specific building/site name
  • Property Attributes - Narrow by price, street no./name, and suburb
  • Dates/Sale Details - Filter by key property dates and sale-related details
  • Property & Photo Tags - Include properties with specific tags; optionally exclude properties with certain tags
Note: Tags must already be added to the property card.
  • Precinct - Filter by a defined precinct
  • Property Categories - Filter by property projects/categories
  • Style and Override Agent - When creating a stock list (public) or open home list, optionally include a map or override the listing agent with the agent you specify
  • Order By - Choose the order for stock/open home lists: suburb, price, or open home
Tip: Start broad (e.g., Property Class + Status), review counts, then add more criteria to refine.

Run bulk actions and reporting

Once you’ve got results, use the actions toolbar to export, print, send, map, or update properties at scale.

  • Export CSV - Download the results (or selected properties) to a CSV file
  • PDF Flyers - Create/Download printable stock lists or flyers from a Designly template
  • Send with Designly - Populate a Designly (Match Listings) template to send to up to three specific contacts or contact categories/distribution lists
  • Stock List (Public) - Generate a generic public-facing stock list
  • Stock List (Internal) - Generate an internal stock list with extra details (listing expiry, vendor/owner, land/build/zoning)
  • Open Home List - Produce an open home list for properties with open homes assigned
  • Owner Summary Report - Report on owners attached to the properties, including contact numbers
  • Map - View the properties from your search on a map
  • Property Distribution List - Create or append to a property shortlist for the Email Builder
  • Contact Distribution List - Group all owners or purchasers from the results for marketing/reporting; create or append them to a distribution list
  • Assign To Category - Assign selected properties to a property category in bulk
  • Update Property Access - Bulk add/remove View/Read or Edit access for selected staff
  • Update Enquiry Staff - Bulk update Contact/Enquiry Staff #1 or #2

    Bulk-actions.png
Tip: Use the selection checkboxes to control which properties are included in each bulk action.

What's next?

Learn to maximise property searches with the find property feature and complementary filtering tools.

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