Buyers can create their own searches in the Collaboration Center and receive notifications. By keeping both your searches and theirs within the same system, you’ll stay informed of any updates to their search criteria, making it easy to see what they’re interested in.
You can choose to enable this option for all your clients or customize it on a client-by-client basis, giving you full control over who can search.
In this article, we'll cover:
- Agent Searches vs. Buyers Searches
- Enable Search for Your Client
- Additional Buyer Search Settings
- How Do You Know a Client Saved a Search?
Agent Searches vs. Buyers Searches
Buyer search options are simplified compared to the more advanced tools available in Paragon for agents.
- Buyers: Can only create and edit their own saved searches for Active and Pending listings. They cannot modify searches you create for them.
- Agents: You can edit both your own searches and those created by the buyer. When editing a buyer's search, you'll be redirected to the Collaboration Center search, where you'll see the same simplified fields available to the buyer.
You and your buyer can have up to 10 saved searches combined. If you've already created five searches, your client can add up to five more.
Enable Search for Your Client
You can turn on the search option for all your clients or on a client-by-client basis.
Default New Search Option to On
Paragon Classic
- Go to Preferences, then Collab Center.
- On the left side, click Search Option.
- Choose New Only in the drop down under Search Options. This will enable searching on Collaboration center for ALL clients going forward. If you wish to turn it on a contact-by-contact basis, leave the above option to Disable.
- Click Save.
Enable per Client
Paragon Classic
- Click Contacts in the navigation menu, then click View/Manage Contacts.
- Find the contact and click their name.
- On the left side, click Contact Information.
- Change Collab Center Search Options to New Only.
- Click Save.
Additional Buyer Search Settings
You can decide which classes and statuses your clients can search by. If you don’t sell commercial properties, you should disable the commercial class from being searchable for them.
Paragon Classic
- Go to Preferences, then Collab Center.
- On the left side, click Search Option.
- Select the Classes and Status that can be used by the contact when searching in the Collaboration Center. Note that these settings apply globally and cannot be adjusted on a contact-by-contact basis.
Paragon Connect
- Click the Menu (
) icon, then click Settings.
- Click Collaboration Center.
- Click Consumer Search.
- Toggle the options On (
) or Off (
) the Classes and Status your clients can or cannot search by. Note that these settings apply globally and cannot be adjusted on a contact-by-contact basis.
How Do You Know a Client Saved a Search?
There are four ways to find out when a client saves a search:
-
Email Notification: You'll receive an email notification when a client saves a search.
This feature is enabled by default but can be turned off in Paragon Connect Settings under Notifications, then Your Notifications. -
Paragon Connect Dashboard: A new badge will appear on the Contact, and New Searches will show the total number of new Buyer searches across all your contacts.
-
Paragon Classic Contact Activity Widget: On the homepage, the Contact Activity widget will display a notification badge on the Searches tab when a client saves a search.
-
Client’s Contact Record: When viewing a client’s Contact Record, a person icon or their initials will appear next to the search name, indicating that the client has saved a search.