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AI Match

How AI Match scores a listing against a contact

The profile, ten weightings and the listing go in. One percentage comes out. Here is how to read it.

Updated 3 min read

Who can do this:
Agent and above
Where:
Web app

AI Match takes each buyer’s or tenant’s saved requirements, sets them against your listings and gives every pairing a single score out of 100. The searching is done before you open the page, so your time goes on the clients.

You’ll find it under Listing Match. A toggle at the top of the page switches between its two modes: AI Match, where the scoring happens, and Manual Match, where you keep shortlists you pick yourself. This part of the help centre is named after the scoring mode.

The three inputs

  • The requirement profile. The hard facts from the contact’s buyer or tenant profile: budget range, size range, preferred location and property type, bedrooms, bathrooms, living rooms, parking, balcony, the view they’re after and when they plan to move in.
  • The match weightings. Ten factors, each rated from 1 to 5. Money and space: Price and Built-up Area. Place: Location and Transportation. The home itself: Floor Plan / Layout, Floor Level, Viewport, Building Age, Features & Amenities and Pet Friendly. All ten begin at 5, the top of the scale. A factor you turn down carries less weight. See setting what matters to a client.
  • The listing. Price, size, location, type, rooms and features, read straight from the listing record.

Reading the score

Every matched listing shows its AI Match % as a fit percentage. The higher the figure, the closer that listing sits to the client’s brief. Inside a match list, the highest score comes first.

The weightings set what counts most, so two clients on the same budget can see the same listing scored quite differently.

Wherever a pairing appears in a Prospect Match section, it comes with a short written note from the AI explaining the score.

Where matches appear

  • Listing Match → AI Match opens on By Contacts: one card per contact, with their matched listings, the budget Range and the Location. Flip to By Listings and each card is a listing instead, showing the contacts it suits.
  • A contact’s page has a Prospect Match section listing the homes that fit them.
  • A listing’s page has its own Prospect Match section, listing the buyers and tenants it fits.

Keeping scores current

A score can only be as good as the profile behind it. AI Match works the percentage out again by itself whenever:

  • the contact’s requirement profile changes,
  • their weightings change,
  • the listing’s details change, or
  • a new listing comes in.

On a By Listings card, some of the matched contacts may be ones you can’t open. Ask their owner for access first if you want them in a campaign: a campaign only reaches the contacts you have access to.

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