You can capture property requirements on contacts and find matching listings for your clients.
Capturing client requirements & view matching listings
You can qualify clients by capturing their property requirements, first add the client as a contact.
After capturing the interested buyer as a contact go to the 'qualify' tab.
Here you can add multiple requirements which includes property features, areas and short notes.
A simple click on the 'view listing matches' button will reveal all current listings that match the client's criteria.
View matching clients
Once you have a few requirements from clients captured, you can go into the 'reports' tab on the mandate screen of a new or existing listing, and click on the 'matching clients' report. It will bring up a window where you can find all matching clients based on their requirements.
You can also exclude certain features, e.g. number of baths to widen your match.
The report will clearly indicate which requirements of the client was met (green check-mark) and not met (red cross) and what the minimum requirements area for the client: