Templates & Saved Searches

Create a custom template

Build a reusable search on the map, name it, set alert frequency and method, and save it as a template for any client.

Create an AI search

Create an AI search tied to a CRM tag with fallback criteria, so tagged leads get listings that adapt to what they look at.

Edit a saved search

Change a saved search's criteria, frequency, delivery method, CC and subject, or remove it from a client.

Find your way around Templates

Templates lists your custom templates and AI searches with criteria, leads, frequency and method, plus search, filters and stars.

Get a copy of your clients' alerts

Get your own copy of the alerts your clients receive, with its own frequency and delivery method.

How does AI Nurture choose which homes to send?

AI Nurture adapts each lead's alerts to the homes they browse, and uses your fallback criteria when they go quiet. It only sends homes for sale.

Put leads on AI Nurture

Apply an AI search from All Clients or a client's page, or add its CRM tag. Searches added by tag can take up to 24 hours to start.

Put new leads on AI Nurture automatically

Put new leads on AI Nurture as they arrive by adding the AI search's tag through your CRM's automations or the tags on your embed and share links.

Save a search for clients from Home Search

Build a search in Home Search, then save it for one or more clients with Apply to clients, picking frequency, method and the first alert.

Send an initial alert with a search

Send an initial alert so your client gets matching homes right away when you add or update a search.

Stop or pause AI Nurture for a lead

Take a lead off AI Nurture by removing the tag or deleting the AI search from their page, or pause it with a stop tag in your CRM.

What is AI Nurture?

AI Nurture sends leads property alerts that adapt to what each lead looks at, through AI searches tied to a CRM tag. It needs a connected CRM.

What is the Ruuster Default Search?

The Ruuster Default Search tag puts a lead on AI Nurture with your default search as the fallback. See what you can rename or change, and what's locked.

What's in a property alert email

What clients see in property alert and initial alert emails, who they come from, where replies go and what the subject line says.

Why isn't my client getting property alerts?

Check the client's searches, sent emails, email status and spam folder, and fix property alerts that never arrive.

Why isn't my lead getting AI Nurture emails?

Why a tagged lead gets no AI Nurture emails. It's still Pending, has no CRM record, has a stop tag or unsubscribe, or another AI search is active.