Create your first contact

Every buyer and tenant you add carries a requirement profile: their budget, the size they need, the areas they want and the factors they care about most. AI Match scores your listings against that profile, so the fuller it is, the sharper the matches you’ll see.

Walkthrough video to followAround eighty seconds on screen, creating one buyer from the first screen of the form to the weighting sliders and the final save.

Have these to hand

• The person’s name, phone number and email. Raptor Neo checks them against the contacts you already have, so nobody gets entered twice.
• Their role: Buyer, Tenant or Landlord. One person can hold more than one, such as a landlord who’s also looking to buy.
• What they can spend and how much space they need, if you know.

Basic Contact Info

1. Go to Contacts and start a new contact.

Screenshot to followContacts laid out as a table, with the button for starting a new contact in plain sight.

2. Choose the Role chips. Pick two if the person is, say, buying and letting at once.
3. Fill in First Name, Last Name, the Phone number with its dial code, and Email.
4. Keep Status on New. Choose a Source as well, so later you can tell where the lead came from.
5. ID Number, Nationality, Gender and Notes are there if you want them.
6. Click Save & Next.

Your agency’s own sections

If your agency has added sections of its own for this role in Settings → Contact Roles, they come next. If it hasn’t, click Save & Next and move on.

The profile

What this screen is called depends on the role: a buyer gets Buy Profile, a tenant Rent Profile and a landlord Landlord Preference. For buyers and tenants:

1. Set the Budget Range and the Size Range.
2. Pick the Preferred Property Type, then add each Preferred Location.
3. Fill in the rooms they need: bedrooms, bathrooms and living rooms, plus balcony and car park.
4. As you find out more, add the Usage, the Preferred Move-in Date, the Preferred View Type, the Preferred Amenities and the Preferred Viewing Days.
5. Click Save & Next.

A landlord’s screen asks something different: whether it’s a sale or a rental, which of their listings it covers and the days viewings can happen. See buyer, tenant and landlord profiles.

Match Preference Weighting

1. Ten sliders set how much each factor counts for this client: Location, Price, Built-up Area, Floor Plan / Layout, Floor Level, Viewport, Building Age, Features & Amenities, Pet Friendly and Transportation. Each one starts at 5, the top of the scale, so all ten weigh the same until you lower some.
2. Click Save Contact.

Lowering a slider doesn’t hide any listings. It changes how they rank for this client.

What happens next

• The new contact appears in Contacts, showing the roles, status and budget you gave it.
• On your dashboard, New Contacts includes it in this month’s count.
• Straight away, Listing Match starts scoring your listings for this person. The contact’s page shows what fits. Come back to the sliders on the contact’s page whenever the client’s priorities shift. See telling AI Match what matters to a client.