Match buyers to a property

Summary

Learn how to find buyers who match a property, listing, or appraisal using matching criteria. You can review matched contacts, generate buyer reports, and add matching contacts as buyer leads directly from a listing.

This article covers:

• Overview
• Match buyers to a property
• Match buyers from a listing
• Print matching buyer reports

Overview

Matching buyers to a property helps you quickly identify contacts who may be interested in a listing, appraisal, or property description. By applying matching criteria, you can generate a list of buyers that meet your property requirements, create reports for follow-up activities, and identify potential buyer leads.

You can also use the Matching Contacts tool directly from a listing to review matching contacts, refine the search criteria, and add selected contacts as buyer leads for the property. 

Match buyers to a property

To search for buyers that match a property:

• Go to: Contacts
• Click + Add Filter Item
• Scroll to Matching Criteria

• Under the Matching Criteria section, select the property details you want to match
• Enter search parameters that match the listing (ie/ price range, number of bedrooms, bathrooms and cars etc)

• Click Apply

Once the criteria are applied, a list of matched buyers will be displayed.

• Review the list to confirm suitability

Match buyers from a listing

You can use the Matching Contacts tool directly from a listing to find contacts whose matching criteria align with the property's details. This allows you to refine the results and add suitable contacts as buyer leads.

• Go to: Sales > Listings
• Select the relevant listing
• Click the Matching Contacts icon at the top of the listing

• Review the list of matching contacts
• Adjust the available filters as required to refine the results
• Select the contacts you want to add to the listing

• Click Add as Lead

You can select individual contacts or multiple contacts before adding them as buyer leads.

Print matching buyer reports

You can generate reports for the matched buyers to support marketing, vendor discussions, or internal review.

To generate and print matching buyer reports:

• Click Select all # records or
• Select the buyers you want to include in the report
• Click Library

• Select the report that best suits your needs

• Print the report or save it for future use