Keep hand-picked shortlists in Manual Match folders

Sometimes you already know which listings a client should see. Manual Match folders are shortlists you build yourself, apart from the AI scoring: the waterfront units you hold back for the right buyer, or the half-dozen homes one family wants to tour on Saturday.

Walkthrough video to followAbout a minute on screen, making a folder in Manual Match, bookmarking a listing into it and then opening the folder.

Make a folder

1. Open Listing Match.
2. Use the toggle at the top of the page to switch to Manual Match.
3. Click + New Folder.
4. Type a Name.
5. Finish with Save to Manual Match.

Screenshot to followThe Manual Match page laid out as a grid of folder tiles, each tile showing its name and how many listings it holds, with + New Folder above.

Each agent has a Default folder. It comes ready ticked in the bookmark picker, so a listing you bookmark lands there unless you choose otherwise. To delete any other folder, open the ⋯ menu on its tile. The Default folder can’t be removed.

Add listings to a folder

On the listing’s own page:

1. Go to the listing.
2. Click the bookmark icon in the listing header.
3. Tick each folder the listing belongs in, or untick one to take it out again.

Screenshot to followThe bookmark picker opened from a listing's header, showing the agent's folders and client match lists, with ticks against the ones that already hold the listing.

Need a new folder on the spot? Click + New Folder inside the picker. In the card view of Listings, the bookmark ribbon on each card brings up this picker as well. In the table view, tick several rows and choose Bookmark from the … menu to save them together.

From the folder: open it, click Add listing and search for the one you want.

Inside a folder

Click a folder tile to open it in the side drawer.

• Tick the listings you want out (the box in the header ticks them all), then click Delete. They leave this folder only.
• Click Add listing to bring more in.
• To share everything in the folder with a client, click Create Campaign & Share Listings. More in sending a match as a campaign.

Screenshot to followOne folder open in the side drawer, with its saved listings and tick boxes, the Delete button, the field for adding listings, and the button that shares the folder.

Who can see your folders

Only you. A folder belongs to the agent who made it.