Search for a client and send a shortlist

Flip AI Search to Client, search as usual so the search is saved on their file, tick the homes you like and send them a private showcase page by email, WhatsApp or link.

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• Search for a client and send a shortlistFlip AI Search to Client, search as usual so the search is saved on their file, tick the homes you like and send them a private showcase page by email, WhatsApp or link.5 min read · 7 steps

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1. 0:08When you search for a particular buyer, tell AI Search who they are first. At the top of your dashboard, flip the switch next to Who are we searching for today? from Me to Client.
2. 0:24Find the client by name or email. If they're new, add them with their name and email. You can give the search a name here too, then press Continue. Nothing is sent to the client at this point.
3. 0:41Type the brief, check the chips and press the search button. Because the search is for a client, The NLS saves it on their file automatically, so you can run it again from their CRM record later.
4. 1:01Tick the box in the corner of each card you want the client to see. A bar at the bottom of the page counts your picks. When you have enough, press Send Client.
5. 1:16This is the Send showcase page. Your client is already filled in because you searched for them, and the preview underneath is exactly what they'll receive. Add a short message if you like, saying why you chose these homes.
6. 1:33Sending by email sends the showcase from The NLS and logs it on your client's CRM record. Sending by WhatsApp opens WhatsApp with the message ready. Or copy the link and send it your own way.
7. 1:52Your client gets a private page with your name and the homes you picked. On each home they slide from still deciding to this is the one, say yes or maybe, and request viewings with a message to you.
8. 2:10Their answers land under Tour replies on your dashboard, and your shortlist is on its way.