How to Create a Client and Client Search on New Home Buddy [Ultimate Guide]

Helping a client find their perfect new construction home just got easier—and smarter. If you’re using New Home Buddy, creating a Client Search allows you to send a curated home list to buyers based on their exact needs. Plus, you’ll get notified every time they engage with it.

Here’s how to do it step-by-step, with bonus tips to stay organized and follow up like a pro.

• Why Use a Client Search
• How to Create a Client & Search: Step by Step
• Send the Search to Your Client
• What Can Clients Do With Their Link
• Real-Time Email Alerts
• BONUS: Organize Your Clients With Folders

Why Use a Client Search?

Client Searches are perfect when you already have a specific buyer in mind.

Benefits include:

• Use advanced filters to match your client’s exact wishlist
• Your client gets a private link, with you as the sole point of contact
• Real-time email alerts show which homes they view, favorite, and engage with
• Saves time compared to scrolling Zillow or MLS listings with outdated info

If you want to show clients you’re dialed in—this is the way to do it.

Step-by-Step: How to Create a Client & Search

1. Head to the Clients Tab

In your Agent Portal, click on the “Clients” tab in the left-hand menu.

2. Click “+ New Client”

This opens a form where you can enter:

• First Name (required)
• Last Name (required)
• Email Address (optional, but highly recommended!)
• Phone Number (optional)
• Notes (optional but helpful for remembering preferences)

✍️ Pro Tip: Use the Notes field to jot down their wishlist—e.g., “Prefers one-story, wants to be in Comal ISD, under $475K.”

3. Click Save

Once you hit Save, your client will appear on your Clients list.

4. A Client Search is Automatically Created Just for Them

Once you create a client, New Home Buddy automatically creates a Client Search for them! You can click the search name and select “View/Edit” the search to edit their search criteria, location, or the search name.

Or, you can create an entirely new search for them. Click on their name, then click the “New Search” button.

This opens a Create Search page for your client, with filters available in the top bar. Use as many filters as you want: price, community, move-in date, features, school district, and more:

Once you’ve narrowed it down, click “Save Search.” The client’s name will be auto-filled, since you started from their profile.

Pro Tip – you can also create a Client Search from the Homes screen and create a new Client from there:

✅ Boom. You just created a curated search that’s branded to you and tailored to your client’s needs.

Send the Search to Your Client

Once saved, copy the link and share it via:

• Text
• Email
• Messenger

When your client clicks the link, they’ll see all the homes you’ve picked:

And the best part? They’ll see your photo, name, and contact info on every listing:

What Can Clients Do With Their Link?

Once they open the search, your client can:

• Favorite homes by clicking the ❤️ icon
• Request more info (if it’s a plan)
• Schedule a tour (if it’s inventory)
• Apply more filters to explore further

🧲 Every action they take is tracked—and you’ll be notified in real-time.

Get Real-Time Email Alerts

What’s so special about Client Searches? The magic is, you’ll receive an email anytime your client:

• Views a home (includes how many times they’ve looked!)
• Favorites a listing
• Requests more info or books a tour

The email will include a link to their Client Profile so you can follow up instantly.

View Activity in Your Portal

You can also log into your Agent Portal, search or click their name, and see the homes they’ve favorited, recent activity log, saved searches, and notes:

BONUS: Organize Your Clients with Folders

If your client list is growing, folders are a game-changer.

Here’s how:

1. From the Clients tab, create a Folder like:

• “Church Contacts”
• “Relocating from California”
• “Close By July 2025”

We’ll stick with the Forest Gump movie theme for our example:

2. Drag and drop clients into folders to stay organized

On Desktop only, click and hold a Client’s name (or tap and hold on mobile) and drag them to the desired folder:

3. You can move clients back to the main “My Clients” area anytime

⚠️ Our system does support subfolders. However, we recommend sticking to one level to keep it simple. Note that dragging is disabled on mobile for ease of use.

🔥 Pro Tips for Success

• Send the search the same day you meet the client to stay top of mind
• Add a follow-up reminder to your calendar when they favorite a home
• Use the notes field to keep track of their evolving preferences
• Don’t just “set it and forget it”—check in after key engagement moments

✅ Recap: Why Client Searches Are Your Secret Weapon

Client Searches are more than just a link—they’re your digital handshake with serious buyers.

By sending a personalized home list, you’re showing clients that you understand their needs and are ready to help them take the next step.

Plus, with built-in activity tracking and instant alerts, you’ll never miss the perfect moment to follow up. It’s a smarter, more proactive way to stay engaged and move deals forward with confidence.

Here’s your Client search recap at a glance:

Feature	Benefit
Curated Homes	Save your client time & show you listened
Branded to You	All contact flows back to you
Real-Time Alerts	Follow up when interest is hot
Track Favorites	Know what to focus on for showings
Easy Setup	Takes less than 5 minutes

Next Steps: Log In and Try It Today

Head to your Agent Portal and create your first Client + Search combo today. It’s fast, it’s easy, and it’s free to use.