AI Match picks out listings for a client by reading their profile, and the client’s role decides which profile they have. Learn what each field feeds and you’ll go into the first call knowing exactly what to ask.
One person, more than one role
A contact can be a Buyer, a Tenant or a Landlord, or several at once. Take someone who is letting out their townhouse while they look for a flat to buy: they’re a landlord and a buyer, on a single record. Each role keeps its own profile on the contact’s page. When a contact has both a buy and a rent profile, the Buy Profile shows first and you can switch to the Rent Profile.
The buyer’s profile
| Field | What AI Match checks |
|---|---|
| Budget Range | The listing’s price |
| Size Range | The size of the home |
| Preferred Location | Where the listing sits in your location tree |
| Preferred Property Type | The type, such as apartment, villa or townhouse |
| Rooms: bedrooms, bathrooms, living rooms, balcony, car park | The layout of the home |
| Preferred View Type | The listing’s view, for example sea or garden |
| Preferred Move-in Date | Timing: when the client wants to move |
Preferred Amenities holds the client’s must-haves, like a gym, a pool or a pet-friendly building. Usage records why they’re buying, and Preferred Viewing Days saves you a phone call when it’s time to book a viewing.
The profile says what the client wants. The Match Preference Weighting says which of those things counts most. See setting a client’s priorities.
The tenant’s profile
A tenant fills in the same fields as a buyer. The budget is simply the rent they can afford.
The landlord’s profile
A landlord isn’t hunting for a home, so their profile is brief. Type says whether they’re selling or letting (Sale or Rent), Preferred Viewing Days tells you when viewings can happen, and Listing Preference links the listings they own.
For a landlord, matching runs in reverse. Their page has a Prospect Match section listing the buyers or tenants whose profiles suit the landlord’s listings, each with an AI Score. Tick the ones you want and add them to a campaign.
Where to find the profile
Open the contact and you’ll find the profile on their page, ready to edit. Any sections your agency has added for that role in Settings → Contact Roles sit just above it.
AI Score and % fit are different numbers
A contact carries an AI Score, which you’ll see in the contacts list and on their page. The % fit shown in AI Match is a separate figure: it scores one listing against one contact’s profile. For how that figure is worked out, see how AI Match works out a score.
