Learning Alerts is an AI-powered powerhouse that automatically re-engages dormant contacts in your database by creating adaptive property search alerts. The system identifies inactive contacts, analyzes their behavior, and places them into smart alert workflows that adjust automatically as their interests change—with zero manual effort required.
Learning Alerts works alongside your existing workflows. Your manual search alerts remain your primary tool for engaged contacts. Learning Alerts ensures your dormant database stays active and surfaces high-opportunity leads automatically.
Learning Alerts is currently in BETA with select accounts. The feature is fully functional, and we're gathering feedback to refine the experience before broader release. Have questions or feedback? Contact our support team—we'd love to hear from you!
What Learning Alerts Does
Learning Alerts handles database re-engagement activities that drive conversions:
Automatically identifies dormant contacts (30+ days old, no active search alerts)
Creates adaptive search alerts based on contact behavior and history
Adjusts search criteria automatically as contacts engage with listings
Surfaces re-engaged contacts via weekly summary emails
Provides actionable insights for prioritizing outreach
Please Note: Learning Alerts run automatically every Monday once enabled. Weekly summary emails arrive after each run.
Feature Overview and Eligibility
The Learning Alerts feature is designed to ensure maximum database engagement without manual effort.
What It Is: An adaptive search alert created automatically by the system that adjusts its criteria based on the contact's viewing behavior.
Availability: This functionality is enabled by default for all accounts using CoreHome.
Target Audience: Existing contacts who do not have an active search alert.
Eligibility Requirements: A contact must meet all of the following criteria:
Older than 30 days in the database.
Have a valid email address and not be unsubscribed.
The contact type must exclude Vendor and Agent.
Email Template: All Learning Alerts use the new AI Search Alert email template.
How to Identify a Learning Alert
The learning alert will have a Lightning Icon and says learning alert in the Engagement section of the contact:
The timeline of the contact also will show when it was created:
How to Enable Learning Alerts
How are Learning Alerts enabled?
This setting is available, but must be manually turned on in order to utilize the Learning Alerts.
How to enable Learnning Alerts:
Log into your account
Navigate to Marketing > Search Alerts
Click Learning Alert Settings in the top right
Toggle Learning Alerts ON
(Optional) Customize by lead type or source for more granular control
Save your preferences
Please Note: All Entities can override their Company setting by going to their scope within the settings and changing it for a specific user.
How Learning Alerts Adapt
The Learning Alert system is designed to become smarter and more relevant over time based on a contact's interaction. Essentially, if a contact clicks on an individual listing or the "view all matches" button and engages with the results, the system updates their saved search criteria automatically.
When a contact views or favorites a single listing, the alert criteria instantly shifts to align with their interest. The system adopts the listing's zip code and property type, and sets a new price range by taking the listing price and establishing a buffer.
If a contact views or favorites multiple listings, the system takes a broader approach to define the new criteria. For the area, it defaults to the zip code common among the viewed properties; if multiple areas were involved, it uses the zip code of the most recently viewed listing. The new price range is calculated using the median price of all viewed listings, again setting a Lowest (listing price - 20%) to Highest (listing price + 20%). All property types viewed are included in the updated alert.
It's important to note that if a contact only views the results page but doesn't click on any listings, the system considers this passive browsing and makes absolutely no changes to the existing criteria.
Every time the criteria are modified through this learning process, a "Learning Alert Updated" event is logged on the contact's timeline, clearly detailing which search parameters were changed.
Finally, the Learning Alert is designed to reach a point of completion or deactivation. It stops adapting and is automatically disabled (toggled off in the Contacts interface) as soon as the system identifies a clear signal that a desired search has been established. This happens if the contact clicks "Save Search" or if an agent manually adds a new search alert for them. Once this completion occurs, two final timeline events are recorded: "Search Alert Added" and "Learning Alert Stopped".
How Is Learning Alert Criteria Set & Alerted?
The system checks the contact's profile and activity to determine the most relevant initial search criteria. The checks are performed sequentially in order of priority, with the system stopping once criteria are found.
1. Based on Recent Listing Views/Page Visits (Highest Priority)
If the contact has recent viewing activity, the alert is immediately built around that data.
If a Single Listing was Viewed or Favorited:
AREA: Use the listing's zip code.
PRICE RANGE: Lowest (listing price - 20%) to Highest (listing price + 20%).
TYPES: Use the specific Property Type of the listing.
If Multiple Listings were Viewed or Favorited:
AREA: If all listings are in the same area, use that zip code. Otherwise, use the zip code of the most recently viewed listing.
PRICE RANGE: The range is set around the median price of all viewed listings: Lowest (median price - 20%) to Highest (median price + 20%).
TYPES: Include ALL Property Types viewed.
2. Based on Market Reports Received
If no recent listing views are found, the system uses Market Report data.
AREA: Use the location's zip code from the most recently received or viewed report.
PRICE RANGE: Use the average sold listing price from the Market Report to set the range: Lowest (average sold price - 20%) to Highest (average sold price + 20%).
TYPES: Include All Property Types.
3. Based on Home Address on File
If neither of the above apply, the system defaults to the contact's home address information.
AREA: Use the home address zip code.
PRICE RANGE:
If the contact is signed up for valuations, use the most recent valuation price to set the range: Lowest (valuation price - 20%) to Highest (valuation price + 20%).
If not signed up for valuations, use the average sold listing price from the Market Report for that area to set the range: Lowest (average sold price - 20%) to Highest (average sold price + 20%).
TYPES: Include All Property Types.
4. Default Creation (No Activity Found)
If the contact profile has no eligible activity, a default alert is created based on the agent's primary market.
AREA: Use the Market Report location (zip code) of the agent's primary office location.
PRICE RANGE: Use the average sold listing price from the Market Report for that area to set the range: Lowest (average sold price - 20%) to Highest (average sold price + 20%).
TYPES: Include All Property Types.