How to create a saved property search for a client from the MLS Search page in AI CRM

Save a property search and set up automated listing alerts for a client directly from the MLS Search page in AI CRM.

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Overview

You can create a saved search for a client directly from the MLS Search page in AI CRM. This approach lets you build and refine your search criteria first, then assign it to a client — making it the recommended method for the best client experience.

Tip: You can also create saved searches from a contact's profile. See [How to create a saved property search from a contact profile in AI CRM] for details.

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How to create a saved search from the MLS Search page

To create a saved search for a client from the MLS Search page:

1. Navigate to the Presence® Platform.
2. Click Listings from the left-hand menu, then select MLS Search.
3. Use the search tools to set your property criteria. Available filters include location, price range, beds, baths, property types, map boundaries, and advanced options such as square footage and lot size.
4. Click the Save Search dropdown in the top-right corner.
5. Select Save for client(s).
6. Search for the client by name or select them from the list. You can select multiple contacts. 

Step 1: Configure notification settings

In the pop-up, configure how the search will be named and how notifications will be delivered:

• Search name — Auto-filled based on your search criteria; click the title and backspace to clear it, then type a new descriptive label that will appear in emails to your client, e.g., "Family Homes in Brentwood 4+ Bedrooms"
• Contact — Pre-filled with the client you selected; click next to the name to search and add additional clients to the same saved search.
• Write a message — Optional message to include in the introduction email to your client
• Email alerts — Toggle on to send email notifications; toggle off to save the search without any notifications. When toggled off, all remaining alert settings are hidden.
• Frequency — How often your client receives notifications: Instant, Daily, Weekly, Monthly
• Send emails as — Select the agent you want to appear as the sender
• Email subject — Auto-filled with a default subject line; update to customize

Frequency guidance:

• Instant — Best for highly motivated buyers in competitive markets
• Daily — Recommended for most clients; timely without being overwhelming
• Weekly — Good for clients with flexible timelines
• Monthly — For early-stage clients tracking long-term trends

Click Save & send to create the search and notify your client immediately.

Tip: To create the search without notifying your client, toggle Email alerts off before clicking Save & send. You can turn alerts back on at any time from the client's contact profile.

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How to edit a saved search

To edit a saved search created from the MLS Search page:

1. Navigate to the Presence® Platform.
2. Click Listings from the left-hand menu, then select Saved Searches.
3. Locate the search in the list, or click Client Searches in the top bar to filter by client searches.
4. Hover over the saved search and click the three-dot menu to access the following options:

• Edit search settings — Update the search name, email sender, subject line, or alert frequency
• Edit search filters — Opens the MLS Search map view to modify property criteria
• Share with another contact — Opens a pop-up to search for and select an additional contact to share the search with
• Delete — Permanently removes the saved search

Edit search settings

1. Click Listings from the left-hand menu, then select Saved Searches.
2. Locate the search and click the three-dot menu.
3. Select Edit search settings.
4. Update the search name, email sender, subject line, or alert frequency.
5. Click Save.

Edit search filters

1. Click Listings from the left-hand menu, then select Saved Searches.
2. Locate the search and click the three-dot menu.
3. Select Edit search filters.
4. Update the property criteria in the MLS Search map view.
5. Click Save.

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How to delete a saved search

To permanently remove a saved search:

1. Click Listings from the left-hand menu, then select Saved Searches.
2. Locate the search in the list, or click Client Searches in the top bar to filter by client searches.
3. Click the three-dot menu on the saved search.
4. Select Delete.
5. Confirm the deletion in the dialog.

Important: Deletion is permanent and cannot be undone. Your client will stop receiving notifications for that search immediately.

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