Search Templates enable you to create hyper-personalized searches based on specific criteria such as school districts or areas. These templates can be saved, distributed, embedded on websites, or shared via chat, iMessage, or email.
Follow these steps to create and manage your Search Templates:
- Go to dashboard.homestack.com and log in with your agent credentials.
- Click on Search Templates located on the left-hand side menu pane.
- Click on Create Search Template at the top right corner of the screen.
- In the top left section, input the Search Template Name.
- Below the Search Template Name, input the desired area. This can be done by city, zip code, or by drawing on the map.
- Select the filters you want to apply to the search template.
- Once all the information is input and the selections are made, click on Save at the bottom right corner.
- You will be directed back to the Search Template list. On this screen, you can Copy link to send to clients or click on Edit if you need to make any changes.
- If you need to delete the search template, click on Edit and then click on Delete in the top right corner of the template screen.
- Confirm the deletion in the pop-up window.