Qualify and Match Property Leads

Clarify what a buyer or tenant is looking for, compare those needs with current inventory, explain the strongest matches, and prepare a saved search or follow-up when nothing suitable is available.

Setup learns where leads and property inventory live, which criteria matter, how the agency records searches, and which actions require approval. The first test uses a real lead and a small inventory sample without contacting anyone or changing records.

The owner controls qualification criteria, recommendations, outreach, and record changes. The agent should avoid assumptions about protected characteristics and base matches only on lawful, property-related requirements.