Searching for properties is a core part of being a real estate professional, and knowing the finer points of refining a search can provide a real advantage. The Refine Search Tools let you look at specific aspects of the results that you might not find in your initial search.
Within any results view, use the Refine tools to filter search results by one of the following methods:
- View As: display a client’s portal activity
- Narrow: display and keep only selected properties
- Discard: remove selected properties
- Sort or Search Selected For: view results in predefined groups
View As
After selecting View As from the Refine toolbar, use the dropdown menu to select a contact.
The search results will update to show this contact’s OneHome client portal activity in yellow, including favorites, dislikes, email history, the PropertyFit score, and notes.
Note: PropertyFit scores represent a percentage match between the listing(s) and the selected contact’s responses to the OneHome client portal onboarding questionnaire. Learn more: OneHome: (Client) Getting Started Guide.
Narrow
After selecting listings from the results, go to the Refine toolbar and use Narrow to display only the selected properties.
To return to the original results, click the link at the top of the page that shows your search path (also known as a “breadcrumb link”).
Discard
After selecting listings from the results, go to the Refine toolbar and use Discard to hide results.
Note: Discard results from client saved searches to prevent future auto-email alerts in the client’s OneHome portal.
Select
Use Un-Discard from the Refine toolbar to undo this action.
Sort and Search Selected
After selecting listings from the results, go to the Refine toolbar and use Sort or Search Selected For.
Select a filter option from the drop-down to update results to the selected grouping information, e.g., Openhouse information.
Note: The filter and grouping options change based on the type of search you perform or the property type you search for.
The results will update to display only the selected grouping information.
To return to the original results, click the link at the top of the page that shows your search path (also known as a “breadcrumb link”).
