In this snippet you will learn how to:
Looking at the first page options - preset filters, how to add to them - go to custom filters
Carry out a search (use a useful/common search)
Most popular filters
Comment on the number of results going down
Review results & edit filters
Save favourites
Building Custom Searches in Sourcing Tool
Introduction
Purpose: To demonstrate how to build custom searches in the sourcing tool.
Default options: Preset options available but custom search may be necessary for specific needs.
Starting the Custom Search
Open sourcing tool within the control centra
Location: Define your search area.
Initial results: Showing all freehold title within defined search area
Adding Filters
Use "add filter" and familiarise yourself with the filter options
Some widely used options include:
Ownership type filter
Size filter
Developed area percentage filter
Planning constraints filter
Add relevant filters to search
Refining the Search
Click browse opportunites
Review the first 10-15 results for accuracy.
Constantly adjust filters to make results more relevant.
Browse and save or skip through results.
Editing the Search
Assess results and make necessary changes.
Edit existing filters or add new filters.
Example: Exclude council-owned properties, exclude recent planning applications.
Finalising the Search
Results: Review results and add potential opportunities to the correct project
Repeat process of reviewing and adjusting as needed.
Use constructed filter in new search areas and edit as needed
Explore our library for more resources on mastering the sourcing tool.