Real EstateSimple automationOne job done end to end in a single path: a trigger, then a short fixed sequence of actions across 2–3 apps (a reminder flow, form to CRM, a scheduled report). Simple automations are usually live within days.

Matching buyers to the right properties automatically

For: Residential sales agency

Typical impact

More relevant buyer matches

An AI matching engine compares each buyer's criteria to new listings and sends agents and buyers the most relevant matches.

Typical results

Minutes

from new listing to matched buyers

100%

of active buyers checked per listing

−80%

time spent scanning buyer lists

0

buyers forgotten

Figures reflect typical results for this kind of automation.

The challenge

Agents tried to remember which buyer wanted what, so good properties were not always offered to the right people in time.

Before and after

Before With the automation

Time from listing to buyer offer

−99%
72 hrs
1 hrs

Hours per week scanning lists

−83%
6 hrs
1 hrs

Active buyers checked per new listing

3.3×
30%
100%

The automation

We captured each buyer's budget, location, and preferences in the CRM and built a flow that checks new listings against every active buyer, then shares matching properties as they appear.

How it works

  1. 01

    Buyer profile captured

    Budget, locations and preferences are recorded in the CRM for every active buyer.

  2. 02

    New listing arrives

    The moment a property is added, the matching flow runs.

  3. 03

    AI compares criteria

    The engine checks the listing against every active buyer's requirements.

  4. 04

    Matches shared instantly

    Relevant properties go to the agent and the buyer as they appear.

  5. 05

    Agent follows up warm

    Agents call buyers who already received the right property — not a guess.

Starts from

  • Buyer criteria

Delivers

  • Matches sent

The impact

Buyers received more relevant options sooner, and agents spent less time manually scanning their lists.

Questions about this automation

How does the matching engine decide a property fits a buyer?

Each buyer profile holds hard criteria, such as budget range, areas and minimum rooms, plus softer preferences like a balcony or parking. Hard criteria filter the list first, then AI weighs the softer preferences against the listing text and ranks how well each property fits each buyer.

Who receives the matches?

The agent responsible for each buyer gets a short list of matching buyers for every new listing, with the reasons for each match. Buyers can also receive the property directly by WhatsApp or email. The agency decides whether matches go straight out or wait for the agent's review first.

How are buyer profiles kept current?

Profiles live in the CRM and update whenever an agent edits them after a call or viewing. Buyers marked inactive, or with no activity for a set period, are skipped so matches stay relevant. Simple automations like this are usually live within days, once buyer criteria sit in consistent CRM fields.

Real Estate

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