--- title: "IDX Broker property activity: check buyer intent" description: "Separate IDX Broker traffic history, update-email clicks, saved properties, and saved searches before using activity in a real estate follow-up brief." canonical: "https://scalewithsearch.com/articles/idx-broker-lead-property-activity" --- ## Site navigation - [Scale With Search](https://scalewithsearch.com/) - Services - Services - [AI systems](https://scalewithsearch.com/ai-systems) - [Site build](https://scalewithsearch.com/work#site-build) - [Whole website fix](https://scalewithsearch.com/work#whole-website-fix) - [Content library with SEO](https://scalewithsearch.com/work#content-library) - [Working session](https://scalewithsearch.com/audit) - Start here - [Send your brief](https://scalewithsearch.com/work#send-your-brief) - [Example scope](https://scalewithsearch.com/work#review-the-example-scope) - [Prices and terms](https://scalewithsearch.com/work#prices-and-terms) - Industries - Real estate - [Real estate agents and teams](https://scalewithsearch.com/for/real-estate) - [Platforms, ownership, and IDX](https://scalewithsearch.com/for/real-estate/real-estate-website-platforms-ownership-idx) - [Search, content, and AI](https://scalewithsearch.com/for/real-estate/real-estate-search-content-ai) - [Inquiries, campaigns, and handoffs](https://scalewithsearch.com/for/real-estate/real-estate-website-inquiries-campaigns-handoffs) - [Buyer, seller, and local pages](https://scalewithsearch.com/for/real-estate/real-estate-buyer-seller-local-resources) - [Rules, privacy, and trust](https://scalewithsearch.com/for/real-estate/real-estate-website-rules-privacy-trust) - Browse by business - [Trades and home services](https://scalewithsearch.com/for/#group-trades) - [Health, wellness, and animal care](https://scalewithsearch.com/for/#group-practices) - [Law, finance, and IT](https://scalewithsearch.com/for/#group-professional) - [Marketing and SEO agencies](https://scalewithsearch.com/for/#group-agencies) - [Shops and manufacturers](https://scalewithsearch.com/for/#group-manufacturing) - [Restaurants, shops, studios, and nonprofits](https://scalewithsearch.com/for/#group-local-services) - Chiropractic practices - [Chiropractic and wellness practices](https://scalewithsearch.com/for/chiropractic-and-wellness-practices) - [Chiropractic and physical therapy clinics](https://scalewithsearch.com/for/chiropractic-and-physical-therapy-clinics) - [All industries](https://scalewithsearch.com/for/) - Resources - Free tools - [AI readiness check](https://scalewithsearch.com/check) - [Free tools](https://scalewithsearch.com/tools/) - [Free Starter Kit](https://scalewithsearch.com/kit/business-memory-starter-kit.zip) - Guides - [AI-native library](https://scalewithsearch.com/ai-native) - [Industry intelligence](https://scalewithsearch.com/intelligence) - [Office job guides](https://scalewithsearch.com/guides/) - [Business memory](https://scalewithsearch.com/articles/business-memory-for-ai-agents-guide) - [Agent governance](https://scalewithsearch.com/articles/ai-agent-governance-guide-small-business) - [Migration and ownership](https://scalewithsearch.com/articles/leaving-vendor-ai-memory-guide) - Articles - [All articles](https://scalewithsearch.com/articles/) - [What changed](https://scalewithsearch.com/changes/) - About - Evidence - [Proof](https://scalewithsearch.com/proof) - Scale With Search - [About](https://scalewithsearch.com/about) - [How it works](https://scalewithsearch.com/how-it-works) # Read IDX Broker property activity without guessing buyer intent Read the event and its source before deciding what it means. Separate a logged-in page view, an email click, a saved property, and a direct request. Ask the buyer about their needs rather than treating browsing history as a confirmed instruction. IDX Broker documents separate Traffic History, Property Updates, Saved Properties, Saved Searches, and Notes areas within a lead record. [IDX Broker's record guide, fetched 2026.10.22](https://support.idxbroker.com/hc/en-us/articles/34490128783643-Editing-Leads). This article proposes a reading and verification workflow for real estate agents. It does not establish a person's intent, authorize monitoring or outreach, or report an inspected customer account. ## Where should the activity review begin? Begin with the correct contact record and the observation you want to understand. IDX Broker documents Leads, Manage, and the record's edit control as the entry path. [IDX Broker's record navigation, fetched 2026.10.22](https://support.idxbroker.com/hc/en-us/articles/34490128783643-Editing-Leads). Have an authorized account user perform the review. ## What does Traffic History describe? IDX Broker says it records pages a lead visits while logged in, with timestamps, page information, IP address, and referrer. [IDX Broker's Traffic History definition, fetched 2026.10.22](https://support.idxbroker.com/hc/en-us/articles/34490128783643-Editing-Leads). Keep the recorded event distinct from your interpretation of why the person visited. ## Does the record establish a complete browsing history? Limit your description to the recorded observations. The vendor defines Traffic History around logged-in visits. [IDX Broker's scope statement, fetched 2026.10.22](https://support.idxbroker.com/hc/en-us/articles/34490128783643-Editing-Leads). Do not fill gaps with imagined visits or describe an absent entry as proof that the person never viewed a property. ## What belongs in an activity worksheet? Record the contact reference, source tab, observed action, page or property reference, displayed time, and reviewer. Add any uncertainty and the proposed next question. These are suggested review fields. Keep the worksheet inside the business's approved access and retention process. ## How should Property Updates be read? Read them as update-email property-link clicks. IDX Broker describes that tab separately from saved searches and saved properties. [IDX Broker's Property Updates definition, fetched 2026.10.22](https://support.idxbroker.com/hc/en-us/articles/34490128783643-Editing-Leads). Before following up, check which message and property the entry concerns. ## Does a saved property always reflect the buyer's own action? No such assumption should be made. IDX Broker says Saved Properties includes items the lead saved and items saved for the lead. [IDX Broker's saved-property scope, fetched 2026.10.22](https://support.idxbroker.com/hc/en-us/articles/34490128783643-Editing-Leads). Look for the action's origin before describing it as a buyer preference. ## Can saved searches also be created on someone's behalf? Yes. IDX Broker's guide includes searches the lead saved or that were saved for them. [IDX Broker's saved-search scope, fetched 2026.10.22](https://support.idxbroker.com/hc/en-us/articles/34490128783643-Editing-Leads). Ask the responsible real estate agent to distinguish an agreed search from a provisional search someone else prepared. ## How should notes support the review? Use them to distinguish recorded system actions from human interpretation. IDX Broker documents system-created and account-user-created notes. [IDX Broker's Notes explanation, fetched 2026.10.22](https://support.idxbroker.com/hc/en-us/articles/34490128783643-Editing-Leads). Label a manual observation clearly. Avoid rewriting a historical action as though it came directly from the buyer. ## What should a property-view event mean in a follow-up plan? Treat it as a prompt to ask a relevant question. Ask whether the property fits the person's current search and whether they want help. Keep the person's answer in their own words. Do not present a viewed page as a showing request or a decision to buy. ## How should a direct inquiry be distinguished? Give it a separate record of the actual question, reply details, and requested action. Match it to its received destination before acting on it. Keep the inquiry identifiable even when the same person also browsed properties or saved a search. ## What if the property reference is unclear? Mark it UNRESOLVED and ask the provider to identify the record. Preserve the displayed reference and observation time. Avoid attaching an activity entry to a different property merely because its description or photograph looks similar. ## How should timestamps be handled? Preserve the displayed timestamp and ask which time zone it represents. Record any conversion separately. Avoid describing an entry as recent until the relevant clock and date are clear. Use the same convention when comparing a received message with the activity history. ## How should duplicate contact records be treated? Inspect them under the business's approved identity process. Keep the original references visible while a responsible reviewer decides whether they represent the same person. Do not merge histories from a name match alone or erase evidence to make a report appear consistent. ## Who should be allowed to see browsing details? Assign access according to the approved business role and provider controls. Ask the administrator to demonstrate the intended permissions. Keep private activity away from public biographies and ordinary shared website tickets. Leave account-specific access behavior UNRESOLVED until it has been checked. ## What should the privacy explanation cover? Ask the responsible reviewer to describe the collection, purpose, recipients, and retention that apply to the actual website. Compare the explanation with the implemented features. This article does not supply a privacy policy or determine permission for marketing contact. ## How can the feature be tested without using a customer? Arrange an authorized test record with details you control. Agree on a browsing action, saved item, and expected observation before testing. Have the account administrator inspect the relevant tabs. Keep the actual result and any missing event rather than assuming the feature worked. ## How should an email-click test be bounded? Use an approved message sent to a test address you control. Record which property link the tester selected and the expected destination. Compare that observation with the authorized account view. Keep this test separate from any decision to enable routine customer messaging. ## What if activity is absent after a controlled test? Record the starting session, action, destination, and observation time. Ask the provider which conditions affect recording. Leave the cause UNRESOLVED until the evidence identifies it. Avoid repeatedly contacting the test account or changing unrelated settings to force an entry. ## How should activity appear in reporting? Use separate columns for observed browsing, saved items, received inquiries, and confirmed conversations. State the counting definitions beside the report. Preserve unknowns. Avoid describing every activity row as a distinct person or every repeated view as stronger purchase intent. ## Bring this work into your website scope Bring the approved brief, source records, and unresolved checks to the [real estate hub](/for/real-estate). Describe the pages and acceptance checks in your [written work request](/work). - [Find and manage an IDX Broker API key for your real estate website](/articles/idx-broker-api-key-location) - [IDX Broker custom subdomain and SSL for a real estate agent website](/articles/idx-broker-custom-subdomain-and-ssl) - [IDX Broker dynamic wrappers for real estate agent websites](/articles/idx-broker-dynamic-wrapper) ## Related: Real estate - [Find and manage an IDX Broker API key for your real estate website](/articles/idx-broker-api-key-location) - [IDX Broker custom subdomain and SSL for a real estate agent website](/articles/idx-broker-custom-subdomain-and-ssl) - [IDX Broker dynamic wrappers for real estate agent websites](/articles/idx-broker-dynamic-wrapper) ---- ```text .|########||. .|########||. .|########||. |##||. .||##|. |##||. .||##|. |##||. .||##|. |#|. .|#|. |#|. .|#|. |#|. .|#|. |#| |#| |#| |#| |#| |#| .#| |#. .#| |#. .#| |#. .#. .#| .#. .#| .#. .#| |#. .#| |#. .#| |#. .#| |# ...... #| |# ...... #| |# ...... #| .# ||#########| #| .# ||#########| #| .# ||#########| #| .#. |######||######|. .#. .#. |######||######|. .#. .#. |######||######|. .#. #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# # .||####|###########################|. # # .||####|###########################|. # # .||####|###########################|. # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || #. .######|#|#########| .# #. .######|#|#########| .# #. .######|#|#########| .# .#. |#####||||#####| .#. .#. |#####||||#####| .#. .#. |#####||||#####| .#. |# ||########|| #. |# ||########|| #. |# ||########|| #. |# ...... #| |# ...... #| |# ...... #| |#. .#| |#. .#| |#. .#| |#. .#. |#. .#. |#. .#. .#| |#. .#| |#. .#| |#. |#| |#| |#| |#| |#| |#| .|#|. .|#|. .|#|. .|#|. .|#|. .|#|. |##||. .||##| |##||. .||##| |##||. .||##| .||########||. .||########||. .||########||. Scale With Search 2026 [scalewithsearch.com](https://scalewithsearch.com) ```