When you are on the Listingbook Front Page, click the Client Manager tab and then click Add a Client:
Enter their name and email address, choose their client type (buyer, seller or both) and click Add Client:
If you are setting up a buyer client, you will be reminded to add a Home Finder search. Click Continue:
Start off by choosing the Property Type your buyer is looking for:
You can then start narrowing down your search by price, beds, baths, etc. Use the drop down menus on the right to further refine your search by Exterior Features, Heating, Style, etc.:
To select a specific town or towns, type in the name of the town in the yellow Area field. Listingbook will give you a list of options to choose from:
You can either choose the entire town, or get as specific as certain neighborhoods or Zip Codes.
After you make your selection, it will appear in the Search Areas field (on the right):
If you want to add another town/area to the search, click in the small field where you initially typed in the first town's name, back space through it and then enter the name of the next town/area. Repeat these steps for each town/area you want in the buyer's Home Finder search.
When you are done setting up the search criteria, click the Save Criteria button. There are two Save Criteria buttons on the screen- one at the top right and the other toward the bottom right (beneath the map).
You will then get a summary of your Home Finder search criteria and the number of properties on the MLS that currently match:
At this point, you can either View the results (see the listings that match your search), Edit the Home Finder (modify the search criteria) or tell Listingbook that you are finished. After you make your selection, click the Submit button.
Once you are finished, the process of adding the client and setting up their Home Finder (saved search) is complete. The client will get an email from Listingbook telling them that you have created an account for them. Once they accept the account they will start getting their Morning Report email from Listingbook that shows any listings that match their Home Finder search. You, as the agent, will also get a Morning Report that will show their activity.