Learn to maximise your property searches and effectively use the find property feature by utilising filtering tools designed to enhance your database experience.
Contents:
Find or filter properties
To find or filter properties:
- Go to: Properties and click Search
- Select the appropriate search tab:
- Click Find property for standard property searches
- Click Filter properties for advanced filtering and bulk actions
- (Optional) Select a quick filter (for example, My listings, My office listings, My appraisals and More)
- (Optional) In the Filters panel, click or select the criteria you need:
- Select a Class (for example, Residential, Commercial, Land, or Rural).
- Select Sale or Lease under Type
- Select property Status (such as Listing, Prospect, Appraisal, Conditional, or Unconditional)
- Click the Agent field and select an agent if needed
- Click and select an Office or Branch
- Enter a Location (suburb or custom region)
- Enter the Address (street number and name)
- (Optional) Click Advanced options to select additional criteria
- Click Search properties to display the results
This will populate all properties based on the defined criteria, showing the full address, class, status, agents and last update.
Navigate property listings
When you click on a property after finishing your search, it opens in a new tab. Once you're done, you can close the tab and go back to the search results.
Once you have initiated your property search, you have the following options available:
- Set the number of contacts per page to 25, 50, or 100 using the drop-down menu in the top left corner
- Use the search bar to find a specific property by reference ID, address, status, listing agent or the date of the last update
- Refine your populated columns by selecting or deselecting the provided options from the Columns drop-down menu
- The quick actions (three horizontal dots) have additional options, such as:
- Create Flyer
- Send via Designly
- Owner Report
- View Tenancy Details
- View Owner or Tenant
- View Offers
- Withdraw Appraisal
The above quick actions will vary based on the data available and property status.
Create and apply saved filters
If you frequently use the same search criteria, save the filter to quickly apply it without re-entering the details each time.
- Once you have applied your criteria, click Save Filters
- In the pop-up Save Filter window, choose Save as New or Update Existing filter
- Add or update the filter name, optional description, and access settings
- Click Save once applied. Once saved, you can use the More drop-down to use the filter
- Alternatively, you can use the Options button (next to the More button) to select which filters to pin to the top of the search, delete, or edit existing filters
What's next?
Learn more about the filter properties tool. This is another tool that offers additional criteria options and bulk actions.