How to Filter and Search Real Estate Demands in Inmovilla

Filtering real estate demands is an essential tool to quickly identify the right clients, prioritise active business opportunities, and organise the team's work without the need to thoroughly review the entire database. Inmovilla's demands module offers a wide variety of filters that allow segmentation by status, priority, responsible agent, type of operation, geographic area, and contact details. Additionally, it includes predefined queries and a general search engine that facilitate quick and precise access to information.

A demand represents a specific client need, such as the intention to buy or rent a property with certain characteristics. Implementing an effective filtering strategy makes it easy to detect which clients require immediate follow-up, identify pending matches, and prioritise opportunity management according to their relevance and current status.

Access the List of Demands

To start, go to the Demands section from the Inmovilla sidebar. Upon entry, the system will initially display free demands, that is, those available according to the default preset filter.

Before starting a specific search, it is essential to review the active filters. Applying multiple criteria simultaneously may result in no visible results, even if there are demands that meet the searched conditions.

The central list displays the found demands, while the left sidebar concentrates all options to refine the search using specific criteria.

Filter Demands by Situation or Status

The demand situation filter allows segmenting the list according to the stage each need is in. This method is one of the most effective to quickly differentiate opportunities requiring immediate action from those that have already progressed or been closed.

For example, you can select the status of sold demands to analyse recently closed operations. This criterion is equally applicable to consult any other status available on the platform.

To use this filter efficiently, follow these steps:

• First, select the situation or status you want to review.
• Check the total number of results obtained.
• Add additional filters only if you need to further narrow the list.
• Remove previous conditions if no matches are found.

Prioritise the Most Important Demands

The priority filter allows focusing management on those demands that present the greatest potential or urgency. For example, a real estate agency can choose to display only high-priority demands to organise calls, follow-ups, and property matches for the day efficiently.

This functionality is especially valuable when the team handles a high volume of open demands and needs to establish a clear order for attention and follow-up.

Save Searches You Use Frequently

When a specific combination of filters is used regularly, it is advisable to save it as a custom search. This practice avoids having to configure the same criteria repeatedly and guarantees quick access to key segments, such as high-priority demands.

To save a search:

• Apply the desired filters.
• Select the option to save the search.
• Assign a descriptive and clear name, for example, High Priority Demands.
• Retrieve this saved search whenever you need to access the same set of results.

It is essential that the name accurately reflects the content of the saved filter. Avoid generic titles like “Search 1,” as they can hinder quick identification and daily team work.

All Available Filters for Demands

The Inmovilla sidebar allows combining multiple criteria to locate a specific demand or build customised client segments. Available filters range from identification data and commercial managers to origin, type of operation, and rating.

Identification and Contact Data

If you need to locate a specific record, you can filter by:

• Client name.
• Phone number.
• Email address.
• Unique demand code.

These fields are especially useful when you have a specific client detail and want to access their demand directly without browsing long lists.

Commercial Management and Origin

It is also possible to delimit demands according to the managing agent or their origin. Available criteria include:

• Responsible agent or Managed by field.
• Automatic management.
• Origin from My Properties.
• Origin from the CRM Pool.
• Origin from external collaborators.

Filtering by agent is especially useful to review a particular professional's portfolio, distribute tasks evenly, or monitor opportunity progress within the commercial team.

Operation, Rating, and Priority

Demands can be further segmented according to:

• Type of operation: sale or rent.
• Rating based on artificial intelligence, when this functionality is activated to evaluate leads.
• Assigned priority.

For example, combining operation and priority filters allows easily isolating the most relevant rental demands or identifying purchase opportunities that require immediate response.

Use the Smart Search to Locate Specific Information in the Record

The smart search allows querying any field contained within the demand record. To maximise its usefulness, it is important to write the field name exactly as defined in the record.

This function complements, but does not replace, basic filters, expanding the search capability in records with detailed or specific information.

Best practices when using the smart search:

• Write the field name precisely.
• Verify that the field exists in the demand record.
• Combine it with filters like priority, operation, or agent only if the result is too broad.
• Remove previous filters if the query yields no matches.

Sort the List to Review the Most Relevant Demands First

Once filtering is applied, the order in which demands are shown is key to prioritising review. Movilla allows sorting demands according to various criteria, thus facilitating adapting the list to each specific commercial task.

Available sorting options include:

• Agent.
• Date.
• Modification date.
• Registration date.
• Name.
• Demand number.
• Matches.
• Rental price.
• Sale price.
• Priority.
• Client rating.

For example, sorting by modification date allows quickly identifying records recently worked on. Sorting by matches helps focus review on clients with compatible properties, while sorting by priority is ideal for managing the most urgent demands.

Search Real Estate Demands by Area on the Map

The map view offers a visual and geographic way to locate demands within a specific area. This function is especially useful when working on a specific acquisition, receiving a new property in a certain area, or wanting to identify clients near a geographic location.

To perform a geographic search:

• Access the map view from the demands list.
• Move the cursor to the area of interest.
• Define the geographic area you want to consult.
• Review the demands located within the selected area.

Map search effectively complements operation and priority filters. For example, it is possible to locate high-priority sale demands in an area where a potentially compatible property has just been added.

What Are Predefined Demand Queries

Predefined queries are filters previously configured to identify specific commercial situations requiring immediate attention. These queries allow access to segments not always detected by basic filters and are available in the More Queries section, located at the top right of the demands list.

Among the most useful queries are clients who:

• Have pending matches to send.
• Have received or not received properties.
• Have rated or not rated properties.
• Have marked properties as interesting.
• Have made visits, appointments, or calls.
• Have registered commercial follow-ups.
• Have updated information.

A particularly relevant query is the one that identifies clients with unsent matches within a certain period, such as the last 90 days. This list helps detect opportunities with compatible properties even without having sent proposals yet.

How to Avoid Empty Results in a Query

If a predefined query returns no results, it does not always mean there are no demands meeting the criterion. There may be additional active filters limiting the results.

Before concluding there are no matches, follow these steps:

• Review the filters applied in the sidebar.
• Remove any unnecessary criteria.
• Run the predefined query again.
• Check the number of results shown in the list.

When to Use the Agency's General Search

The general search performs queries across the entire agency database, being the ideal option when you have an exact detail, such as a phone number, and it is unclear whether to access a demand directly or the associated contact.

When entering a phone number, the system can show matches both in demand and contact, as usually a demand record is linked to a specific contact.

Choose the result according to the task you want to perform:

• Open the demand to review needs, criteria, type of operation, matches, and commercial follow-up.
• Open the contact to consult or update their general data.

Common Mistakes When Filtering Demands

Applying Too Many Filters from the Start

Combining multiple criteria such as status, agent, priority, operation, or area from the start can result in an empty list. It is advisable to start with the most relevant filter and add conditions progressively.

Not Checking Active Filters

A previous search may leave active filters that condition current results. If results seem inconsistent or nonexistent, clear all filters and rethink the query from scratch.

Confusing a Saved Search with a Predefined Query

A saved search reflects personalised criteria created by the user, while a predefined query corresponds to standard scenarios configured to detect common commercial situations, such as pending matches or registered activity.

Searching for a Contact Detail Only Within Demands

When you have a specific detail, such as a phone number, the general search is more efficient because it queries the entire database and allows deciding whether to access the demand record or the contact directly.

Checklist to Find the Correct Demand

• Clearly define what you need to locate: a specific record, a client segment, or a pending task.
• Select the most appropriate main filter: status, priority, agent, operation, or area.
• Include contact details only if you are looking for a specific person.
• Sort results according to the commercial action you will perform.
• Use predefined queries to identify matches, ratings, visits, and follow-ups.
• Save filters that the team frequently uses to speed up daily work.
• Clear active criteria when a search does not yield the expected results.

Conclusion

Filtering demands in Movilla allows transforming a broad client list into a concrete and efficient work list. Filters by situation, priority, agent, operation, and area facilitate the quick identification of key opportunities, while saved searches and predefined queries optimise repetitive tasks and improve the commercial team's productivity.

The key lies in starting with a clear criterion, avoiding unnecessary filter overload, and sorting results based on the pending commercial action. In this way, demands with the greatest potential, pending matches, and clients requiring follow-up are identified quickly and accurately.