When a buyer has a saved requirement, the Overview tab of their lead shows Matching properties: your available properties and project units ranked against what the buyer asked for.
- Each match is a Strong match, Good match or Partial match, with short reasons such as Within budget, Preferred location or Above budget.
- Units in another city, and business spaces for a buyer looking for a home, are left out.
- A property for sale is at most a Partial match for a buyer who wants to rent, and the other way round.
- Matches come from Properties in agent and agency workspaces, and from Projects & Inventory where your workspace has it.
Share a shortlist
- Choose See all on Matching properties, or More, then Share properties at the top of the lead.
- Tick the properties to send. The closest fits come first; partial fits sit under Show more.
- Send the shortlist link on WhatsApp or by email, or copy it.
The buyer opens the link on their phone and answers each property: I’m interested, Request a visit or Not for me. Their answers appear on the lead’s Properties Shared tab, with what you shared, what they opened and what is still awaiting a response.