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Reverse Matching in Housing Market CRM — Find Buyers

Tutorial 26 of 181 · 42 s

Open the product

Reverse matching, part of the Housing Market CRM Pro plan, works the other way round from a normal search: instead of looking for homes for a buyer, the CRM watches your listings for buyers. This tutorial records a buyer’s requirements on a lead — country, city, budget, property type and whether they want to buy or rent — and then shows where the matches appear. Whenever one of your listings goes live that fits, the buyer is listed under Buyer matches, ready for you to send them the property.

In this tutorial you will learn

  • Where Buyer requirements are recorded
  • Which criteria you can set
  • How requirements drive Buyer matches
  • How to review the resulting matches

Follow along: the steps

  1. Open a buyer’s lead.
  2. Find Buyer requirements.
  3. Click Add.
  4. Set country, city, budget, property type and sale or rent.
  5. Enter the minimum…
  6. …and maximum budget.
  7. Save the requirements.
  8. Matching buyers then appear under Buyer matches.
  9. When a listing that fits goes live, this buyer is listed for it.