Searching and Filtering

Searching and Filtering Listings

The Sourcing Workspace provides multiple tools to help users locate and refine active listings quickly. Users can conduct broad keyword searches, apply detailed filters, and visualize results directly on the interactive map.

Universal Search Bar

The Universal Search Bar is located at the very top of the Sourcing Workspace and can be used to find active listings by listing names, properties by address, and profiles for companies/ brokers/investors.

1. Click inside the search bar.

2. Type the name, address, or keyword related to the property you are seeking. Potential matches appear as suggestions.
   
   

3. Click on the desired suggestion.

4. The entity page for the selected property or active listing.

Beneath the Universal Search Bar is the Filter Bar, which allows for precise control over the results displayed in the Sourcing Panel and on the Map.

Available filters include:

• View: Select between saved search filters or pre-defined options for Saved, Sent to Me, CA Signed, Unread, and Archived views.

• Location: Select one or more options for states, counties, and cities. There is a capability to find these by keyword search as well.

• Property Type: Choose among commercial, industrial, retail, or other land use categories.

• More: Opens a side panel with a wide range of additional filters, including price, lot size, and square footage. These filters also allow you to search by active listings and off-market property details, as well as ownership, loan, transaction, demographic, and points-of-interest (POI) information.
  
  

• Save / Clear: Save the current filter configuration for reuse or clear all active filters. Note that at least one filter needs to be utilized for the Save option to be clickable.

Applying Filters and Viewing Results

Filters allow users to narrow search results to properties that meet specific criteria. To apply filters:

1. Select one or more filters from the dropdown options in the Filter Bar.

2. Pan or zoom the map to focus on your target area, or enter an address in the Location dropdown found in the Filter Bar.
   
   

3. Review the updated listings in the Sourcing Panel.

The total number of matching results appears above the active listings or off-market properties (for example, “4,694 Records”), allowing you to track how your filters affect the available dataset.

Search Results Views

The Sourcing Panel supports two main display modes: Cards View and Table View. Users can switch between these modes using the buttons in the upper-left corner of the Sourcing Panel.

• Card View: Displays each listing as a visual card with property images, name, address, and key details.

• Table View: Presents properties in a data grid for easy comparison and sorting.

Configuring the Table View

The Table View offers additional functionality for users who prefer a structured, data-driven layout. You can customize visible columns, sort by key fields, or group listings for analysis.

Customizing Columns

1. Click the More button in the top left corner of the table, then click Table Columns in the dropdown menu.  

2. Select or deselect columns to show or hide data fields.

Sorting Results

1. Click any column header to sort by that attribute (e.g., address, price, or broker name). It will sort in alphabetical order if the column is primarily text based, and numerically from highest to lowest if it is primarily numerically based.

2. Click the same header again to reverse the sort order.

Grouping Results

1. Click the More button in the top left corner of the table, then click Group By in the dropdown menu.

2. Select a grouping field such as Property Type, Broker, or Region. Note: The options available in this dropdown menu reflect the columns you have selected to appear in the table; hidden columns will not appear in this menu.

3. The table will reorganize results under expandable headings based on your chosen grouping.

Lists, Favorites, and Saved Views

The Sourcing Workspace includes organizational tools that help you track opportunities over time and return to your preferred search setups quickly. This section explains how to use Favorites, Lists, and Saved Views effectively.

• Favorite: Individual properties you mark with the Star icon for quick access later. Favorites can be viewed from the Search Results menu.

• Lists: User-created collections of properties (listings and/or off-market parcels) grouped for tracking, collaboration, or export. Think of Lists as folders that contain multiple saved items.

• Saved Views: Reusable sets of filter criteria (e.g., Sent to Me, CA Signed, etc.). Applying a Saved View instantly rebuilds the search results to match those criteria.

Creating and Managing Lists

Create a New List from a Card

1. In Card View, locate a property you want to track.

2. Click the Plus (Add to List) icon on the card.
   

3. Select New List in the popup, enter a descriptive name (e.g., “Boston MF Value-Add – Q1 Pipeline”), and click Add to List.

4. The property is added to the new List immediately.

Add Multiple Properties to an Existing List (Table View)

1. Switch to Table View.

2. Use the checkboxes to select one or more properties.

3. Click the Add to List (Plus) action above the table.

4. Choose an existing List from the dropdown, then confirm.

Open and Review a List

1. Open the Search Results menu in the upper-left of the Sourcing Panel.

2. Click on a List in the My Lists section.
   
   

3. The Sourcing Panel updates to show only properties contained in that List, and it moves the map view to be overlooking all the records in that list.

Saving Filter Configurations as Saved Searches

Saved Searches preserve your search criteria so you can recreate result sets instantly—ideal for recurring searches across markets or asset classes.

Create a Saved Search

1. Apply filters using the Filter Bar (e.g., market, property type, size range). Note: At least one filter option must be selected to save a search.

2. Click Save in the Filter Bar.

3. Enter a name in the pop-up, then click Save Search.
   

Apply a Saved Search

1. Click Search Results in the Filter Bar.

2. Select the desired Saved Search to immediately update results.