Lead Management
In iHomefinder
- Features: Manage captured leads, view lead activity, and manually add or edit leads via the Control Panel.
-
Lead Activity Page: Users commonly reviewed lead interactions such as saved searches, property views, and form submissions (e.g., Schedule a Showing or Request Info). This data was essential for prioritizing follow-ups.
-
Property Organizer: Agents used this tool to help leads save searches and favorite listings for easy access. Saved searches triggered automated notifications for matching properties.
-
Search and Edit Leads**: Users filtered leads based on names or email addresses to locate specific contacts quickly, and updated their details as needed.
In IDX Broker
-
Features: IDX Broker’s Leads Tab provides comprehensive tools for lead tracking, assignment, and engagement.
How to Accomplish Similar Tasks:
-
View Lead Activity: The Leads Tab in IDX Broker includes detailed logs of actions like saved searches, property views, and contact requests.
-
Add or Edit Leads: Navigate to the Leads Tab to manually add leads or edit existing records, mirroring iHomefinder’s *Add New Lead* feature.
https://support.idxbroker.com/s/article/import-leads
https://support.idxbroker.com/s/article/add-a-new-lead
https://support.idxbroker.com/s/article/editing-leads -
Manage Saved Searches: Use the *Add or Edit Saved Search for Lead* tool to set up property alerts tailored to lead preferences.
https://support.idxbroker.com/s/article/add-or-edit-saved-search-for-lead
https://support.idxbroker.com/s/article/managing-and-customizing-email-updates
Refer to the IDX Broker guide on Lead Management Overview.
---
Saved Searches and Listing Reports
In iHomefinder
-
Features: Markets (formerly Saved Searches) were used to create dynamic Listing Reports with real-time updates based on criteria such as property type, price range, or custom polygons.
-
Creating Markets: Users defined search criteria to generate Listing Reports for specific locations or demographics. Advanced options like polygon drawing allowed agents to target highly specific areas.
-
Listing Reports: These pages displayed properties matching Market criteria and were commonly embedded in websites or shared as links to improve client engagement and SEO.
-
In IDX Broker
- Features: Saved Links in IDX Broker serve a similar purpose, enabling the creation of dynamic results pages tailored to specific search criteria.
How to Accomplish Similar Tasks:
-
Create a Market/Listing Report: In the IDX Broker, create a Saved Link by defining search criteria such as location, price range, and property type.
https://support.idxbroker.com/s/article/saved-link-creation
https://support.idxbroker.com/s/article/saved-links-manage -
Polygon Search: Use the Polygon Saved search method to create geographically specific searches, similar to iHomefinder’s Polygon tool.
https://support.idxbroker.com/s/article/polygon-saved-link -
Display Saved Links: Saved Links can be embedded directly into web pages, much like Listing Reports.
Learn more about Saved Link Creation.
---
Featured Listings
In iHomefinder
-
Features: Highlight active or sold listings, customize listing details, and prioritize your properties in search results.
-
Highlight Active Listings: Agents displayed current listings on dedicated pages or within galleries, often prioritizing properties associated with their agent or office ID.
-
Include Sold Listings: Many users showcased their previous sales as a testament to their expertise and success in the market.
-
Customizing Listing Details: Users often modified MLS-provided data to include personalized descriptions or alternate photos, enhancing the appeal of their properties.
-
In IDX Broker
- Features: IDX Broker provides similar customization and display options for Featured Listings.
How to Accomplish Similar Tasks:
-
Active Listings: Manage active listings under *Active Featured Listings*. Customize listing data and prioritize agent or office IDs.
https://support.idxbroker.com/s/article/active-featured-listings -
Sold Listings: Use the Sold and Pending Listings tool to include past sales in your featured listings.
https://support.idxbroker.com/s/article/sold-and-pending-listings -
Customizing Listings: Edit listings through Global Preferences or manage supplemental listings for off-market properties.
https://support.idxbroker.com/s/article/manage-off-market-listings
https://support.idxbroker.com/s/article/managing-supplemental-listings
Explore resources like Active Featured Listings.
---
Widgets and Embedded Tools
In iHomefinder
-
Features: Widgets and shortcodes were frequently used to display Markets or Listing Reports dynamically on websites.
-
Gallery Widgets: Users embed grids or sliders of listings on homepages or landing pages to catch visitor attention.
-
Listing Shortcodes: These enabled direct embedding of Listing Reports into blog posts or static pages without the need for framing.
-
In IDX Broker
- Features: IDX Widgets function similarly, offering flexible options for dynamic content display.
How to Accomplish Similar Tasks:
-
Create Widgets: Use the Widget Creation tool to design and embed interactive property galleries on your website.
https://support.idxbroker.com/s/article/Upgrading-Legacy-Widgets
https://support.idxbroker.com/s/article/Edit-Link-By-Hand -
Customization: Widgets can be styled with custom CSS to ensure seamless integration with your site design.
https://support.idxbroker.com/s/article/Custom-Widget-CSS
Refer to Creating and Managing Widgets for more details.
---
Search Pages and Preferences
In iHomefinder
-
Features: Search Pages allowed visitors to filter properties based on basic or advanced criteria.
-
Basic Search: Commonly used for quick searches with limited filters.
-
Advanced Search: Featured customizable fields for precise filtering, such as amenities, school districts, or lot size.
-
In IDX Broker
- Features: IDX Broker offers similar functionality with Basic and Advanced Search Pages, alongside customizable global preferences.
How to Accomplish Similar Tasks:
-
Advanced Search Fields: Set up customizable filters and search options using the Advanced Search Fields Layout tool.
https://support.idxbroker.com/s/article/advanced-search-fields-layout
https://support.idxbroker.com/s/article/basic-idx-broker-links -
Global Preferences: Adjust settings for search results and individual property details to meet user expectations.
https://support.idxbroker.com/s/article/advanced-search-fields-layout
https://support.idxbroker.com/s/article/global-preferences---search
https://support.idxbroker.com/s/article/global-preferences---details-page
Explore resources like Basic IDX Broker links.
---
Transitioning from iHomefinder to IDX Broker allows for enhanced customization and expanded tools. With this guide, you can easily adapt to the new platform while maintaining effective workflows for lead management, property search, and website customization.