Sourcing tool filters

In this snippet you will learn how to:

• How to set up a search with our filters

• The benefits of using our filters

Building Custom Searches in Sourcing Tool

1. 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.

2. 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

3. 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

4. Refining the Search

   • Click browse opportunities

   • Review the first 10-15 results for accuracy.

   • Constantly adjust filters to make results more relevant.

   • Browse and save or skip through results.

5. 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.

6. 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.