Two buyers on the same budget seldom want the same home. One will pay extra for the view; another only cares how long the commute takes. The ten weighting sliders on a contact let AI Match tell them apart.
Walkthrough video to followAbout a minute on screen, setting the sliders at the final step of a new contact and then changing them on a contact that already exists.
The sliders
Each slider goes from 1 to 5. They all begin at 5, the highest, so the ten factors weigh the same until you lower some of them.
| Slider | Leave it at 5 if the client |
|---|---|
| Price | Can’t go above their budget |
| Location | Will only look in one or two areas |
| Floor Plan / Layout | Needs a set layout, say a study or a maid’s room |
| Features & Amenities | Won’t move without a pool, a gym or a concierge |
| Building Age | Wants a new building, or an established one |
| Pet Friendly | Has a pet coming with them |
| Floor Level | Cares about being high up, or close to the ground |
| Viewport | Will pay more for a good outlook |
| Built-up Area | Has a floor area they won’t go below |
| Transportation | Needs a metro stop close by, or a short trip to work |
Lower the sliders for whatever the client would let go of first. Weightings change the order of the matches rather than filtering any out, so the hard facts (budget, area, number of bedrooms) still go in the profile.
On a new contact
- Enter the contact’s details and profile in the usual way.
- At the final step, Match Preference Weighting, move the sliders that matter for this client.
- Save the contact.
On a contact you already have
Open the contact, choose Edit, and adjust the Match Preference Weighting sliders.
What happens next
- The contact’s Prospect Match section re-orders its listings by the new weights.
- Every match list in Listing Match works out its AI Match % again, with no action from you.
