--- title: "Send" slug: "results-send" updated: 2026-09-22T18:37:38Z published: 2026-09-22T18:37:38Z canonical: "docs.cotality.com/results-send" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.cotality.com/llms.txt > Use this file to discover all available pages before exploring further. # Send ### Send The Send action enables agents to deliver property listings directly to clients and prospects through direct email, automated recurring notifications, or lightweight shareable links. Choose from several flexible options to fit your communication workflow and client portal requirements. From the Criteria section, add your search criteria. For more information, see [Search Criteria](/docs/search-criteria) in the **Search** section. Generate your results in either Display or Map View. Select the properties you'd like to send. From the Action buttons, select Send then choose an option. ![Send action button dropdown menu.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/actions-send_01.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A13%3A56Z&se=2026-11-06T00%3A13%3A56Z&sr=c&sp=r&sig=lz43Yk2FLQfGBiBxpco6%2FVYmuPR7jPOjuPtFGi7hbi4%3D) #### Email Sends one or more of your contacts a direct email notification that includes your selected properties. Click [here](/docs/results-send#) to view the Direct Email screen image. ![Direct email configuration interface with contact, subject, and message fields.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/actions-send_02.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A13%3A56Z&se=2026-11-06T00%3A13%3A56Z&sr=c&sp=r&sig=lz43Yk2FLQfGBiBxpco6%2FVYmuPR7jPOjuPtFGi7hbi4%3D) Contacts will not receive automatic updates if sent property prices or statuses change. Add contact(s) to send to. Click the **Send To** text box to search your contacts or add a new email address. Add a Subject line. Enter a subject line that clearly summarizes the email for your recipient. Add a Message. Type a personalized message or greeting to give your contact context about the listings you're sharing. | Option | Description | | --- | --- | | **BCC me a copy of all emails** | Toggle this option on to send a blind carbon copy (BCC) of this email notification to your own email address for your records. | | **Send As** | Choose how the listings are delivered to your recipient: **• PDF Report:** Sends the selected listings as an attached printable document. **• OneHome Link:** Sends an interactive link that directs your contact to view the listings live in the OneHome™ client portal. | #### Auto Email Automatically sends properties - based on the search criteria - to a specific contact at predetermined scheduled times. Click [here](/docs/results-send#) to view the Auto Email image. ![Auto Email setup screen displaying contact selection and message tabs.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/actions-send_03.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A13%3A56Z&se=2026-11-06T00%3A13%3A56Z&sr=c&sp=r&sig=lz43Yk2FLQfGBiBxpco6%2FVYmuPR7jPOjuPtFGi7hbi4%3D) Contacts are automatically notified whenever matching properties undergo price or status changes. Add contact(s) to send to. Click the **Send To** text box to search your contacts or add a new email address. Add a Subject line. Enter a subject line that clearly summarizes the email for your recipient. Enter a personalized note for your contact using the message tabs: - **Welcome Message:** The initial introductory email sent when the Auto Email is first created. - **Recurring Message:** The automated update message your contact will receive with all future listing notifications. Click [here](/docs/results-send#) to view the Auto Email message tabs image. ![Auto Email Welcome Message and Recurring Message tabs.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/actions-send_04.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A13%3A56Z&se=2026-11-06T00%3A13%3A56Z&sr=c&sp=r&sig=lz43Yk2FLQfGBiBxpco6%2FVYmuPR7jPOjuPtFGi7hbi4%3D) | Option | Description | | --- | --- | | **BCC me a copy of all emails** | Sends a blind carbon copy of every auto email notification to your inbox so you stay in the loop. | | **Show this contact in Reverse Prospecting results** | Allows listing agents with matching properties to see your contact as a prospective buyer. When turned off, your contact remains hidden from all reverse prospecting queries. | | **Add as a favorite search on Dashboard** | Pins this auto email search to the **My Favorite Searches** panel on the Matrix™ Dashboard for quick, one-click access. Panel is limited to 10 favorite searches. | | **Enable concierge mode** | Holds matching listings in an approval queue, allowing you to review and hand-pick properties before they are sent to your client. - **Send me Alert Notifications by email**: Notifies the agent via email whenever new listings are queued and waiting for approval in Concierge mode. - **Send status and price changes**: Automatically notifies the client when a property they have previously received experiences a status or price update. Enabling Concierge Mode disables the automated Schedule settings below, as notifications are triggered manually by your approvals. | | **Schedule** | Sets how often automated notification emails are delivered to your contact: **• Frequency:** Choose delivery intervals such as Daily, Weekly, or Custom days. **• Time Slot:** Select **Morning** or **Evening** delivery preference. **• Day Toggles:** Enable or disable specific days of the week for custom schedules. | For more information, see [Auto Email (Create)](/docs/auto-email-create) in the **Auto Email** section. #### Share Link Generates a direct, shareable link to a selected group of listings. This allows you to quickly send properties to prospective clients via text message or email without needing to add them as an official contact in the system or set up a full OneHome™ portal account. Click [here](/docs/results-send#) to view the Share Link image. ![Share Link configuration panel showing group title and link generation button.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/actions-send_05.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A13%3A56Z&se=2026-11-06T00%3A13%3A56Z&sr=c&sp=r&sig=lz43Yk2FLQfGBiBxpco6%2FVYmuPR7jPOjuPtFGi7hbi4%3D) Title this group of listings. Enter a custom name to help your prospect easily identify this collection of properties. Select the "Generate Link" button. Copy the Share Link. ![Copy link action button.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/actions-send_07.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A13%3A56Z&se=2026-11-06T00%3A13%3A56Z&sr=c&sp=r&sig=lz43Yk2FLQfGBiBxpco6%2FVYmuPR7jPOjuPtFGi7hbi4%3D) Click [here](/docs/results-send#) to view the generated Share Link image. ![Generated shareable link modal displaying the URL and copy option.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/actions-send_06.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A13%3A56Z&se=2026-11-06T00%3A13%3A56Z&sr=c&sp=r&sig=lz43Yk2FLQfGBiBxpco6%2FVYmuPR7jPOjuPtFGi7hbi4%3D) Send to your prospect. Paste the link into your preferred messaging app, email, or text message to send directly to your prospect. Click [here](/docs/results-send#) to view the sent link image. ![Messaging view showing share link delivered to prospect.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/actions-send_08.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A13%3A56Z&se=2026-11-06T00%3A13%3A56Z&sr=c&sp=r&sig=lz43Yk2FLQfGBiBxpco6%2FVYmuPR7jPOjuPtFGi7hbi4%3D) The Share feature is the ideal way to send listings to potential clients without needing to create a formal contact or set up a full portal account. Prospects viewing shared listings receive read-only access. To give buyers full access to OneHome™ portal features—such as saving favorites, adding notes, or setting up searches—they must be added to Matrix™ as a registered contact.