This article is going to walk through the process of updating a client's search criteria through MLS Property Finder.
Note: We are assuming you are already logged into MLS Property Finder.
1. Access the Client List Page
Hover over the "Clients" button on the main navigation menu and left-click on Main Menu. This will take you to a page with many options. Find "Client List" and left-click on it.
2. Access the correct client
Either search the client's name in the search menu at the top or, if the client appears further down the "Client List" page, click the client's name.
3. Access the Search Criteria page
Mouse to the area titled "Primary Search" and left-click the link titled "Search Criteria".
4. Update the client's criteria
Here you will be brought to a page with various options (such as town, property type) that you can edit to update the search criteria for this client. Some of these can be seen in the video below.
Click "Save" at the bottom to complete this process.
Below you will find a short video showing how you can update your client's search specifications when looking for a new home. (You may expand the video as necessary by pressing the full screen button in the video player.)
That's all there is to it! If you still have more questions, be sure to peruse our other articles and videos. If you still don't find an answer don't hesitate to reach out to our support team. We're here to help!