New listings
A newly listed home matches their search.
Send home updates worth talking about.
Set up a customer saved search, explain its value, and follow up with a useful question. Learn the setup steps and the conversations that keep the search relevant.
Set up a saved search »What are saved searches, and why do they matter?
A saved search uses a customer's home preferences to send automated property update emails. It helps them keep up with relevant homes without repeating the same search.
For agents, those updates create a practical reason to connect: explain a listing, ask what fits, and adjust the search as the customer's needs become clearer.
Relevant updates show you listened. Your guidance and follow-through give the customer a reason to keep the conversation going.
What triggers an update? Only changes to listings in the customer's search:
Price changes
A listing in their search has a price change.
Status updates
A listing in their search has a status change.
If no update is available, no update is sent. A scheduled email does not send just because that day arrives.
How to set up a saved search.
Confirm the area, budget, must-have features and preferred update frequency. If you have not spoken yet, invite the customer to help you tailor the search.
- Open the lead profile in Lead Manager.
- Select Engagement » Saved Searches » Add.
Click the image to enlarge. - Enter the location, price range, beds, baths and preferences.
- Click Search to preview listings.
- Select Save Search and give it a clear name.
Click the image to enlarge. - Choose daily, weekly, bi-weekly or monthly emails.
- Click Save.
Make the name easy to recognize. Example: “Northside homes, $400,000-$500,000.” Preview results and check that you can explain why they fit. This is an illustrative search.
Call or text after creating the search.
Tell the lead what you set up and why it is useful. Mention their area or priorities, explain what to expect, and ask one clear question. Creating the search does not mean an email has already arrived.
If they answer
Hi [NAME] this is [AGENT] with [COMPANY]. I saw that you signed up on my website and wanted to make sure you get set up to receive updates about some of the properties you viewed.
Listen, confirm their preferences, and adjust the search if needed.
If you reach voicemail
Hi [Name], it is [Agent] with [Company]. I set up home updates for [area] so you can keep an eye on your options. What would make those updates most useful? Call or text me at [Number].
Keep it brief. Give them one easy reason to respond.
Text template
Hi [Name], [Agent] with [Company]. I set up home updates for [area] in [price range]. You will get an email when matching listings are added or change. Is that still the right area and budget?
Use the criteria you actually saved. Replace every bracket before sending.
Original practice scripts. Select the text to copy and personalize it. Follow the customer's contact preferences.
Create a follow-up to check on the updates.
Before leaving the lead record, add a follow-up task with a due date. Check whether the emails are reaching them, then ask whether the homes are useful.
Your follow-up task
Task: Confirm saved-search updates are arriving and useful.
Suggested timing: 3-5 days after setup. Adjust to the customer's chosen frequency and agreed check-in date.
Before contacting them: review Last Email Update in Highlights and the search results. A send record does not prove they read the email.
Finish with: their feedback, any needed search changes, and one next action with a due date.
Start by checking receipt.
Hi [Name], it is [Agent] with [Company]. Have you been receiving the home updates for [area]?
If yes, ask: “What would you change about the homes you are seeing?” If no, check sending and help them find the emails. If no listing changes occurred, explain why no email was sent.
The 3-5 day check-in is a suggested practice for this lesson, not a Real Geeks delivery rule.
How to edit a saved search.
- Open the lead profile, then Engagement » Saved Searches.
- Click the search name, then Edit to its right.
- Update the criteria.
- Select Save Changes.
Review the updated results and confirm what changed with the customer.
Hi [Name], I updated your search to include [change] based on our conversation. Do these homes fit better?
Keep their important limits intact. Discuss changes to budget, location or must-haves before widening the search.
Best practices to convert more leads with saved searches.
Use saved searches to learn what matters, demonstrate your help, and agree on the next step. Conversion takes time and consistent follow-up; results vary.
- Build around their priorities. Confirm the area, budget and must-haves. Revisit them as their plans change.
- Keep different needs organized. Use clearly named searches when they are considering different areas or home types. Multiple-search updates are combined into one email.
- Add your insight. Verify one detail about a home and explain why it relates to something they told you.
- Ask a question you can act on. “What did you like about that layout?” gives you a useful starting point for the next search or conversation.
- Offer a next step that fits. If a home interests them, ask whether they would like more details or a tour. If they are still exploring, agree on an appropriate check-in.
- Show the change you made. Tell them how their feedback improved the search. Record preferences and follow through when promised.
- Match their preferred pace. Review frequency if updates feel too frequent. Respect requests to stop; unsubscribed leads stop receiving saved-search emails.
Try this: “The yard at [address] stood out because you mentioned wanting outdoor space. How does that home compare with what you have in mind?” Verify the feature before using it.
Practice choosing the helpful next step.
Choose a response in your own words, then open an example for a simple talking point and action.
“I already look at homes on Zillow.”
Say: “That makes sense. I can help explain how a home fits what you want. What is one thing you wish you knew beyond the photos?”
Then act: Offer one useful detail you can verify, such as layout, location or property condition. Let their question guide your help.
“We are not moving for a while.”
Say: “No rush. Would occasional updates help you learn what is available while you plan?”
Then act: Match their timing. Agree on the update frequency and a future check-in, or stop updates if they do not want them.
“There are too many emails.”
Say: “Thanks for telling me. Would less frequent updates help, or would you prefer to stop them?”
Then act: Honor their choice. Review the schedule and criteria together; follow their preference if they want to unsubscribe.
“None of these homes feel right.”
Say: “What is the biggest thing missing from the homes you are seeing?”
Then act: Separate a must-have from a preference. Confirm one change, edit the search, and ask whether the new results fit better.
“I have not received any updates.”
Say: “I can check that with you. Have you looked in your spam folder or Gmail's Promotions and Updates tabs?”
Then act: Check Last Email Update and the criteria. If there were no listing changes, no email sends. Explain that before suggesting changes to the search.
“The home I liked is already under contract.”
Say: “I can verify its current status and help you compare other options. What did you like most about that home?”
Then act: Check the listing before describing availability. Use their favorite feature to guide the next search; avoid promising a home is available.
“I already have an agent.”
Say: “Thanks for letting me know. Would you like me to stop these updates?”
Then act: Respect the existing relationship and their contact preferences. Record the response and honor any request to stop.
They stop responding to your messages.
Say: “Hi [Name], are the home updates still useful, or would you like me to change anything?”
Then act: Use a brief message at the next appropriate follow-up. Do not treat silence as proof they have read the updates or are ready to move.
Illustrative situations and original talking points, not measured claims about how often these objections occur.
Product steps and email behavior: Real Geeks saved-search guide. Open it for screenshots and additional troubleshooting.
Set up one search. Start one useful conversation.
Create or review a customer's saved search, notify them, and set a follow-up to check that the updates are arriving and useful.
Open the Lead Manager »