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Manage buyer matching criteria in agent app

Jemalyn Taberdo Jemalyn Taberdo

Summary

Learn how to quickly create buyer matching criteria in the Agent App. Use pre-filled property details to save time and manage contacts more efficiently.

This article covers:


About matching criteria in agent app

The matching criteria button allows you to quickly create buyer requirements directly from a listing. When selecting this option, you are taken to the matching criteria screen for the contact.

This feature is designed to reduce manual data entry by using existing listing details to pre-fill buyer preferences.


Create matching criteria for a buyer

  • Go to the Buyer screen
  • Tap the buyer contact
  • Tap Matching Criteria
  • Review the pre-filled details
  • Update necessary details
  • Tap Create

Key details such as price, suburb (e.g. Sunshine West), and number of bedrooms are automatically populated. Once created, the matching criteria will appear on the contact screen for easy access and management.


Benefits of faster buyer setup

The matching criteria feature enables quick setup of buyer preferences with minimal effort.

  • Create matching criteria in just a few taps
  • Reduce manual entry and errors
  • Align buyer preferences directly with listing details

This makes it easier to manage buyer information efficiently while working on the go.