Screener Saved Search

The new Screener feature coming to connectBLC will allow customized control of an automated search, allowing you to "screen" search results prior to sending them to your clients. 

You will start on your BLC® home page and access the search page by selecting the "Search" icon in the menu:

Start creating your Listing Search.

Once you have your search created with your desired criteria, save the search by selecting "Save Search" on the right-hand side of the search page:

OR the Save Icon at the top menu of the search results page:

Once either save option is selected you will enable the Screener feature under "Listing Notifications:"

Once the search has been saved, you can access and Screen the results from the Saved Search widget, Prospecting Manager, or the Client dashboard:

From the Saved Search widget, you will see the search name, client's name, and the number of search results that are left to screen (To-Do):

Selecting To-Do will take you to the Screen Results page. On this page you will see three columns to monitor the Screen Status, Last Screened Date, and Received Date. There are also filters that you can display only the specific listings that were Rejected, Sent, or still require your action (to-do):

Select the listings to Reject and use the REJECT button on the right-hand side:

A confirmation window will display:

After rejecting the listings, the total results under To-Do will update. Now, select the listings that you want to Send to your client and use the APPROVE & SEND button on the right-hand side:

A window will display for you to edit the Message Template, Email Subject, and Message Body. Once your desired choices are made, select the APPROVE & SEND button at the bottom of the window:

The Saved Search widget will update, confirming that you have reviewed all the search results until the next search run. When the search runs again, you will see an update to Last Run and the number of To-Do listings.

By selecting the search name from the Widget, Client Dashboard, or the Prospecting Manager, you can see at a glance the Screen Statistics:

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