Learn how saving searches in Market Insights can help you work faster and more efficiently.
Saving a search
Saving a search or "view" in Market Insights will help you run common searches faster.
1. With filters applied to your search, let's click "Add Filter" and hover over "Saved Views".
2. Now let's name our saved view by entering the name into the name field. We can save our view by clicking the checkmark icon.
3. That's it! You can access any of your saved views by simply navigating to "Saved Views" and clicking on a view from the list.
💡Save yourself a click by pinning "Saved Views" in Market Insights. Click here to learn how you can pin filters for quicker access.
💡If you have similar criteria in different markets simply save all filters along with a location filter. Each time you open the view simply click the location filter to switch the market but retain all of the other filters like volume, loan types, team size, etc.
Deleting a search
1. Click "Add Filter" and hover over "Saved Views" to view all of our Saved Views.
2. Click the "Delete" icon next to the view that you wish to delete. Be sure to click the check mark icon to confirm you wish to delete the view.