Good morning everyone and welcome to a webinar on date range searches in Flexmls. I am Amy Long, your Flexmls trainer. And today I am joining you from my home in Fargo, North Dakota where of course I am working And I’m also helping my kids through their final week of distance learning. We all survived. Today’s webinar is a brief coffee break style webinar intending to run about fifteen minutes.
Now for today, I am using a training account on the Fargo Moorhead MLS. So I’m gonna hop out of this. And some of this might look a little different from what you’re used to in your MLS, but the steps I’m going to demonstrate will be the same. So the intent of today’s webinar is to show the process for using date range searches. And I’m going to offer a couple of scenarios.
Why are date range searches helpful? Well, let me show you. So I’m shifting over now. This is our Flexmls dashboard. And hopefully this does look familiar to you all. I will show you a couple of options and a couple of scenarios here. The first date range search we’ll do, I’m gonna use multiple statuses and I’ll save this and save the search. I’ll then do another one.
And this time we’re going to add in office listings and kind of explain how that might be helpful for you as well. And then at the very end of this pretty short webinar, I will show you how you can customize a dashboard gadget specifically to show off these favorite searches. So our first step, we’re gonna head up to our favorites bar and I’ve got my quick search, which is number one on my favorites bar.
Just as a reminder to you all, all your functions in Flexmls available to you as users will be found under menu. So if you don’t see, a frequently used function sitting up in this bar up here, but you use it all the time and you’re like, I would love to have this. You can just click on that, just that little disclaimer. And now that function will be saved up in your favorites bar. I can easily remove it by unchecking the star.
But of course, quick search is one that I use all the time. I’m assuming most of you do as well.
And so it’s certainly handy to have number one in my favorites bar. So the next step we’re gonna take is, this is with any search, you will decide what property type you’re gonna search on and that will kind of set the tone for the entire search as those fields will only be available depending on property type. So I’m going to use residential for today’s demonstration. And you’ll notice up here, view results.
This number will start to change as we start adding and removing search criteria. So I’m gonna focus on status. And the default status currently is set to active in this MLS. But I would like to do is I’m gonna focus on pending and closed. So I’m going to select pending and then I’m gonna use my control key on my keyboard to select closed. If you’re using a Mac, you would just use the command key to select multiple statuses.
And then these off market dates will populate. And I can see I’ve got under contract, sold, end date, withdrawal date, cancel date. For this demonstration, I would like to focus on my under contract date and my sold date. And in rather than using like an actual dates, I’m going to click on these little arrows and they’re gonna allow me to enter a number. So I decided for under contract, I would like to set this to ninety days.
And then for solds, I can stick with the ninety days or I can enter a different date range. And I’m going to select sixty days.
So now I can see that my results are twelve forty four. But I do wanna narrow this down just a bit more. And I’m gonna close this out so we can kind of look at this map as well. I’m gonna use it in just a moment. I’m gonna scroll down and I wish to focus just on the city of Fargo.
We’re a mid sized region but we do have two other cities within our metro area, Moorhead and West Fargo. And I’m not gonna include those today in this particular search. So I’ve got my city of Fargo. But now what I’d like to do is I’m gonna focus a little bit more on my map.
So I’m going to come over to this side and I’m just going to blow things up just a little bit so I can kinda see which area I’d like to work with. And I’m gonna use my toolbar down at the bottom and I’m gonna select the polygon. And for those of you who are familiar with this, this is your ability to just kind of draw a free form shape. So I’m gonna click polygon and I’m just gonna start carving out the area that I’d like to include in the search.
So you’ll notice my mouse will change to a little blue dot on the end. And I am just going to start drawing this shape and we can’t cross lines. So I’m trying to be careful here and I don’t wanna go too far south. I wanna stay in a specific area of North Fargo, of the north east side of the city. So I’m gonna double click to end my drawing.
And now within these results, given this criteria that I’ve included, so just the city of Fargo, I drew out a polygon or a specific map area of North Fargo. And we can see that I’ve got the pending listings and the closed listings, with the respective days back that we’re working with. And that’s yielding at this time forty one results.
So a default for close just as a FYI is a year back. So I’m using much less than that. So the next thing I’d like to do, because this is an area I work fairly frequently in and I like to kind of keep tabs on when things are closing, when they’re selling, that sort of thing.
I am going to come up to my action tab and I am going to save this search. Now I’m not gonna assign it to anyone. I’m just simply going to save it.
So I’m just going to, this is a new search and I’m going to save it as a new name and I’ll call it North Fargo pending and closed. And I’ll know what that means. And at this time I could add it to a contact, I’m not interested in doing that. I have a different plan for what I’d like to do with the search.
But what I would like to do and what I’ll do with the next search that I create, I’m going to mark this as a favorite and this will become a favorite search. And then we’ll be able to use these favorite searches in a unique way. So I’m just going to come down to the bottom, I’m gonna click save.
The search has now been saved and there’s even a little yellow star indicating that this is a favorite search that has been saved. So to recap what we did, we built a search using the residential property type in this MLS. We worked within the statuses. I selected two different statuses and then I included under contract date and sold date for the respective days back. I selected the city I wished to search in.
And then I went so far as to carve out listings that were in a particular area of town and saved that search. So now I’m gonna come back up to quick search and I’m gonna start from scratch doing something very similar. I’m going to stick with residential property type but at this time if I wanted to switch property types, I certainly can. And I’m gonna focus on status yet again.
And you’ll see that active is the default status but I’m going to only do pending this time.
And I’m going to do pending listings and I’m going to indicate under contract date and sold date. And for both of these, I’m going to go one hundred and eighty days back this time.
Now, instead of looking in a particular area of the city, what I would like to do is I’m going to come down to this add a field. And here I am going to look for listing and selling office. And I’m going to pick on one of the agencies in our area. And I’m going to opt to select listing office and selling office to include in the search.
Let’s see, I should have more than that.
That’s because I need to select close my wrong status. Got a little ahead of myself there. Okay, so now I’ve got all of the listings going one hundred and eighty days back in all of the area of our metro region, that this particular office, my home office, if you will, has closed on in the last one hundred and eighty days.
So similar to what I did previously, I’m gonna come up to my save button in my actions row here. And I’m going to save this and I’m gonna save the search much like I did previously.
And I’ll just give it a name. Again, not assigning this to any one individual because I have a different plan for these two searches. But I am gonna also favorite this one. So this will become a favorite search. And I will save it. Search has been saved. Now, what should we do with these searches? Well, if at any time you’re ever wondering where do my searches go?
Where do my saved searches go? You can often find them in contact management if you do assign them to a individual contact. But you can also find them under saved searches. So you can see here, I have a total of twenty six searches currently. I have two that I’ve favorited and I have three that are in draft mode. I’m gonna work on my two favorites.
But to demonstrate what I’m gonna do, I’m gonna go back to our blue Flexmls home button. And this is gonna bring me back to my home dashboard. And you’ll notice I do have a gadget set up currently for saved searches. Now I could do one of two things right now. I could create a brand new gadget under customize and add a gadget.
Or I can click on the three dots in this particular saved searches gadget.
Actually, I’m gonna scroll down here and I’m gonna go to my listings. And I’m going to click on listings and instead of my listings, I’m going to select this for my office listings.
And then I’m gonna come up to my saved searches.
I’m gonna go into settings and I’m gonna select this for only favorites. So if I wanted to have a new gadget just for, or to show all searches at maximum of a hundred searches or whatever increment I wanted to use.
I can select, enter the number, I can go in order by name or last update. And now I’m going to save this only for my favorites.
So I have these two favorite searches that are now visible to me on my home dashboard in this gadget. And at any time, as I mentioned, we can go to the right side of the screen, click customize and I can add another gadget if I wanted to have a gadget that offered all of my listings or all of my searches, not just my favorite searches. So again, this is intended to be a brief webinar.
I will recap what we covered. I used the quick search function from my favorites bar.
I created a search indicating the property type, which status I wanted and indicated the number of days back. I also went as far as to carve out for one search of a specific area of town that I wanted to keep tabs on and I saved the search. So my saved searches are available under saved searches. I can view them anytime and view their criteria and the listings.
And then I also added customized my dashboard just a bit with my saved searches for my favorites.
And now I also have my office listings visible in this gadget below. So that does conclude today’s webinar. Before I end this, I just want to remind you where you can get help. Also where you can register for any upcoming webinars. The help tab under upcoming training, here’s today’s webinar. We have several webinars lined up in the next couple of weeks with Josh and Josh and and Josh.
Josh is doing a lot of them. And we encourage you to get registered for those. These are webinars that are available to all Flexmls users. And I also want to just kind of touch on our help website, help. Flexmls dot com. If you are not familiar with it, I would encourage you to favorite it and save it possibly to your mobile device. And if you can all hear that, that is my dog Lucy saying hello to everyone.
My apologies. It’s just one of those days. So again, that brings us to the end of today’s webinar on date range searches. I hope it was helpful. And if you do have any questions, we can hang on for just a moment. And I appreciate your attendance very much and I do hope that everyone is staying safe and healthy and well. Thank you for attending. Have a great rest of your day.
