Why a Client Search
Use it when you already know the buyer. It’s one private link, made for one person.
- Matched to their wish list
Price, area, schools, move-in timing and more. Only homes that fit.
- Branded to you
Your photo, name and contact info on every home. Nobody else’s.
- You see what they do
Every view, favorite and tour request comes back to you.
1Agent Portal
Add your client
Click Clients in the left menu, then New Client.
First and last name are required. Email and phone are optional, but add the email if you can. Use Notes for their wish list. Then click Save.
My ClientsNEW FOLDER
Click or tap and drag a client to a folder to organize your clients
No folders found.
Avery Lawson
Jordan Pike
Mia Castillo
Owen Price
Priya Shah
Sam Whitaker
Tessa Grant
Wes Moreno
Create Client
Your Data, Your Control. Client information is private — we never sell or misuse it. Learn more in our Privacy Policy
Primary Contact *
First Name *Avery
Last Name *Lawson
Emailavery.lawson@example.com
Phone Number(555) 010-4471
NotesOne-story in Conroe ISD, under $475K.Needs to move by spring.
CANCELSAVE
2Agent Portal
Their Client Search is ready
Saving a client creates a Client Search for them right away, named “Search Created for” plus their name.
Click the client, open the ⋮ menu on the search, and choose View/Edit Search. Set price, beds, area, schools and any other filters.
Avery Lawsonavery.lawson@example.com(555) 010-4471NOTES
Saved SearchesPICK HOMESNEW SEARCH
10
1
0
1 Favorited HomesVIEW FAVORITES MAP
CYPRESSHOMES14 Juniper BendOak TerraceConroe, TX$587,400 Move In Ready4 bds · 3.5 ba · 2690 sqftActivity
October 2026
Scheduled Tour for 14 Juniper Bend on Search Created for Avery LawsonOct 13, 2:41 PMVIEW HOME
Favorited 14 Juniper Bend on Search Created for Avery LawsonOct 13, 2:38 PMVIEW HOME
Viewed 14 Juniper Bend on Search Created for Avery LawsonOct 13, 2:37 PMVIEW HOME
Viewed Search Created for Avery LawsonOct 13, 2:35 PM
Search Created for Avery LawsonAvery LawsonSHARE THIS SEARCHSearch city, zip, or community
Describe your home searchPriceUp to $475KBeds3+ BedsBathsMore
86
24
17 HOMES
CYPRESSHOMES14 Juniper BendOak TerraceConroe, TX$587,400 Move In Ready4 bds · 3.5 ba · 2690 sqft
LARKSPURHOMES2207 Briar GlenPine HollowConroe, TX$412,500 Under Construction4 bds · 2.5 ba · 2215 sqft3Agent Portal
Send it to your client
In the same menu, click Copy Share Link. Text it, email it or send it in a message.
The link is private to your client. No login needed, and you’re the only contact on every home.
Avery Lawsonavery.lawson@example.com(555) 010-4471NOTES
Saved SearchesPICK HOMESNEW SEARCH
10
1
0
1 Favorited HomesVIEW FAVORITES MAP
CYPRESSHOMES14 Juniper BendOak TerraceConroe, TX$587,400 Move In Ready4 bds · 3.5 ba · 2690 sqftActivity
October 2026
Scheduled Tour for 14 Juniper Bend on Search Created for Avery LawsonOct 13, 2:41 PMVIEW HOME
Favorited 14 Juniper Bend on Search Created for Avery LawsonOct 13, 2:38 PMVIEW HOME
Viewed 14 Juniper Bend on Search Created for Avery LawsonOct 13, 2:37 PMVIEW HOME
Viewed Search Created for Avery LawsonOct 13, 2:35 PM
ALAvery Lawson
Hi Avery! I picked these new homes for you. Tap the ❤️ on any you love and I’ll set up tours.
Search Created for Avery LawsonNew Home Buddy
4Agent Portal
Need another search? Save one
From the client’s profile, click New Search, set your filters and click Save Search. Their name fills in for you.
Or start on Homes: filter, click Save Search, choose Create for a Specific Client (Client Search), pick the client (or create one), then Create Search.
29 HOMES
CYPRESSHOMES14 Juniper BendOak TerraceConroe, TX$587,400 Move In Ready4 bds · 3.5 ba · 2690 sqftLARKSPURHOMES2207 Briar GlenPine HollowConroe, TX$412,500 Under Construction4 bds · 2.5 ba · 2215 sqft
HARBOR OAKHOMESAsterStillwater RanchMontgomery, TXStarting from $449,9904 bds · 3 ba · 2480 sqftSave and Share New Home Search
1Search Type2Name Search3Share Search
Choose Your Search Type
What kind of search are you creating?
Find New Clients (Lead Gen Search)
Create for a Specific Client (Client Search)
Select or Create a ClientAveryAvery Lawson
Create New ClientAvery Lawson
Name your search
This name will show up on the shared link and in your portal.
Display Name *Search Created for Avery Lawson
CANCELBACKNEXTCREATE SEARCH
Client Search created for Avery LawsonIt’s on Avery’s client profile, ready to share.
5Your client’s phone
What your client sees
Homes that match, with your contact card on every one. Commission and bonuses stay hidden from buyers.
- Tap ❤️ to favorite a home
- Request more info on a plan
- Schedule a tour of an inventory home
- Add filters to explore
Search Created for Avery LawsonPrepared by Natalie BrooksSearch homes by address
PriceBedsBathsBuild StatusMoreVIEW FAVORITED HOMES
24 HOMES
CYPRESSHOMES14 Juniper BendOak TerraceConroe, TX$587,400 Move In Ready4 bds · 3.5 ba · 2690 sqftLARKSPURHOMES2207 Briar GlenPine HollowConroe, TX$412,500 Under Construction4 bds · 2.5 ba · 2215 sqftHARBOR OAKHOMESAsterStillwater RanchMontgomery, TXStarting from $449,9904 bds · 3 ba · 2480 sqft2207 Briar GlenCOPY HOME LINK
Conroe, TX - Pine Hollow
4 bds · 2.5 ba · 2215 sqft
$412,500Under Construction
Natalie BrooksBrooks Realty GroupNatalie Brooks gets an email alertAvery requested a tour of 2207 Briar Glen.
6Your inbox
Get activity emails
When your client views or favorites homes, you get a Recent Activity email. It goes out every 30 minutes, only when there’s something new, with counts for each client.
Tour and info requests send you their own email alert.
New Home BuddyRecent Activity – New Home Buddy3:00 PM
Brooks Realty GroupTeam meeting moved to Thursday1:12 PM
Harrison VossRe: Oak Terrace incentives this month11:40 AM
Lone Star TitleClosing docs for 812 Elm Ridge9:05 AM
Mia CastilloCan we see the Aster plan Saturday?Oct 12
Recent Activity – New Home Buddy
New Home Buddyto me3:00 PM
NEW HOME BUDDY
Hi Natalie,
| Client Name | Number of Home Views | Number of Home Favorites |
|---|---|---|
| Avery Lawson | 3 | 1 |
| Mia Castillo | 1 | 0 |
VIEW ON NEW HOME BUDDY
7Agent Portal
Check their profile
Click the client’s name to see their saved searches, favorited homes, notes and a timestamped Activity feed. Each event links to the home.
Want every client at once? Click Activity in the left menu.
Avery Lawsonavery.lawson@example.com(555) 010-4471NOTES
Saved SearchesPICK HOMESNEW SEARCH
10
1
0
1 Favorited HomesVIEW FAVORITES MAP
CYPRESSHOMES14 Juniper BendOak TerraceConroe, TX$587,400 Move In Ready4 bds · 3.5 ba · 2690 sqftActivity
October 2026
Scheduled Tour for 14 Juniper Bend on Search Created for Avery LawsonOct 13, 2:41 PMVIEW HOME
Favorited 14 Juniper Bend on Search Created for Avery LawsonOct 13, 2:38 PMVIEW HOME
Viewed 14 Juniper Bend on Search Created for Avery LawsonOct 13, 2:37 PMVIEW HOME
Viewed Search Created for Avery LawsonOct 13, 2:35 PM
8Agent Portal
Bonus: organize with folders
On Clients, click New Folder and name it, like “Relocating from California” or “Close by Spring.”
Drag a client onto a folder (tap and hold on mobile). Drag them back to My Clients anytime. Subfolders work, but one level keeps it simple.
My ClientsNEW FOLDER
Click or tap and drag a client to a folder to organize your clients
Relocating from California2
3
Close by Spring1
Avery Lawson
Jordan Pike
Mia Castillo
Owen Price
Priya Shah
Sam Whitaker
Tessa Grant
Wes Moreno
Builder Portal
For builder reps
The steps are the same in the Builder Portal. There, clients are called Buyers; you still pick Agent or Buyer when you add a contact.
Every Client Search you make follows your builder’s cross-sell rules, so you only ever share homes you’re allowed to sell.
Tips to follow up like a pro
- Send it the same day
Share the link right after you meet, while you’re top of mind.
- Keep notes current
Update the client’s notes as their wish list changes, then adjust the search.
- Act on favorites
A favorite is your cue. Call, then offer a showing.
- Handpick a shortlist
Want to send three perfect homes instead of thirty? Use Pick Homes.
Prefer video?
Watch the full walkthrough.
