A Guide to Leveraging REW CRM's Saved Search Feature

Posted by REW Marketing

Updated on April 28th, 2026

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Published in Resources

REW CRM's Saved Search function is a tool that every real estate professional should leverage to its fullest potential. Not only does it facilitate engagement with clients, but it also ensures that agents remain top-of-mind in their audience's consideration. By utilizing this feature effectively, agents can consistently provide value to their clients, fostering stronger relationships and enhancing their reputation as trusted advisors.

An example of a Saved Search on a lead's detail page

Setting Up Saved Search

Setting up Saved Search in REW CRM offers real estate professionals flexibility and efficiency, with three methods to cater to agents' and clients' preferences. 

The first approach involves manual setup for each lead, accessible through the lead summary page. 

Agents navigate to the Listings section and utilize the "Create Saved Search" button to input specific criteria such as property type, price range, bathrooms, and bedrooms. Alternatively, agents can opt for auto-generated saved searches, initiated from the settings menu. By enabling this feature, REW CRM automatically generates saved searches for leads after they've viewed three listings. This will be expanded on a little bit later on.

Finally, users can take matters into their own hands by setting up saved searches directly from the front end. Users can input their desired criteria—from property type to location and beyond—while customizing notification settings according to their search preferences. Additionally, advanced filters, such as radius and frequency, can also be added for greater personalization. 

Creating a Saved Search using the IDX page

Whether through manual intervention, automated processes, or user-initiated actions, REW CRM provides the tools necessary for real estate professionals to manage leads effectively and deliver personalized service.

Customizing with REW CRM

In REW CRM, real estate professionals have the opportunity to customize the Saved Search function to align with their branding and communication preferences. This level of customization spans various components, starting with the ability to personalize sender information and integrate their logo into the search engine emails. A customized message can also be added before the listings to enable a more tailored outreach. 

Agents can personalize their messages by following the steps below:

1. Navigate to the Settings section within the CRM.
   

2. On the left-hand side, click on IDX.
   

3. Select the Saved Searches tab.
   

4. Make your changes and click the green “Save” button when finished.
   

Several parts of a Saved Search campaign email can be modified: the sender (agent, office, or admin), the logo, the subject line, the number of listings, agent and social media display functions, the mailing office, and the message itself. Helpful stock tags are also at your disposal that can quickly input the recipient’s name, dates, links, and more.

Customizations agents can make to their outgoing automated emails

Customizing the subject line allows agents to entice recipients into opening the email, with your own personal touch. Agents can also control the number of rows of listings displayed in the emails, optimizing readability and relevance. Moreover, the option to include the agent's bio and their social media accounts encourages further engagement and pushes intelligent branding across a variety of platforms. Social media links can be updated within the Preferences section.

An example of an automated email sent to a lead

By leveraging these customization options, real estate professionals can enhance the effectiveness of their search engine emails, ultimately driving greater engagement and conversions.

Setting Up Saved Searches For Specific Leads

Agents can also create tailored Saved Searches for specific leads. This is especially beneficial when an agent becomes familiar with what a lead is looking for, so that they can provide tailored listings. It’s bespoke service that clients will appreciate, with greater results for the agent.

1. Click on a Lead to open up the lead details page.

2. Select the Searches panel. If there are already Saved Searches for this lead, they will appear here.
   

3. To add a new search, click on “+ Saved Search.”
   

4. Fill out the applicable filters, such as Property Type, Location, Price Range, number of Bedrooms in the Basics tab. Or, find even more options within the Advanced tab.

5. If needed, you can use the Map tab to draw a radius around specific areas where you want these searches to apply.
   
6. Additionally, the Settings tab allows agents to create a Search Title, adjust the Sort Results and change the frequency of search updates, based on when the recipient would like to be updated on new listings. Frequency filters are Immediately (whenever there is a change), Daily, Weekly, and Monthly.
   

7. Click “Save” to complete.

If a Lead wishes to set up their own Saved Search, the setup mirrors the steps above with all of the same functionality, with the distinction that this is done on the front end.

Leads can create and run their own searches through the website

Lead Auto Generated Searches

Saved Searches can also reach a wider audience of potential clients. After 3 viewings, the Lead Auto-Generated Searches feature automatically creates a saved search for registered site users if they did not already create one themselves. This feature uses a non-customizable template.

Lead Auto Generated Searches are toggled off by default. To turn them on, complete the following steps:

1. To enable Lead Auto-Generated Searches, go to the Settings.
   
   

2. Select the Leads section, accessible on the navigation bar on the left-hand side.
   
   

3. Within the “Leads” tab, scroll to “Lead Auto Generated Searches” and toggle this On.
   
   

4. Click “Save” to apply all changes.
   
   

Emails sent out through Lead Auto Generated Searches are more streamlined, designed to be more general for the receiver, showcasing tailored but still relevant listings based off of their activity. It’s a way for real estate professionals to connect with their client base—while also saving valuable time and energy, so they can focus on outreach, following up on clients, and other day-to-day business operations.

Saved Search Benefits

To summarize, Saved Search in REW CRM enables clients to receive timely updates on listings that match their criteria, keeping them actively engaged and invested in their search. This cultivates stronger relationships and showcases the agent's commitment to delivering an exceptional and personalized service. Furthermore, the ability to provide clients with up-to-date listings establishes the agent's authority and expertise.

Trending searches give agents a summary of a lead's search behaviour

Saved search significantly contributes to boosting customer satisfaction and driving conversions. By delivering relevant listings tailored to each client's preferences, agents can ensure clients feel supported throughout their property search journey. This proactive approach increases client satisfaction and enhances the likelihood of converting leads into clients.

Conclusion

Beyond providing mere convenience, Saved Search represents a proactive approach to anticipating and meeting client needs. Utilizing this feature helps your clients find the right properties, while also fostering solid relationships that lead to trust and long-term loyalty.

Saved Searches FAQ