Two clients with the same budget rarely want the same home. One will pay more for the view; the other only cares about the school run. Ten sliders on each contact tell AI Match which is which.
The ten sliders
Each slider runs from 1 to 5 and starts at 5, the highest, so every factor counts the same until you turn one down.
| Slider | Keep it at 5 when the client |
|---|---|
| Price | Will not stretch past the budget |
| Location | Has one or two areas and nothing else will do |
| Floor plan/layout | Needs a particular layout, such as a maid’s room or a separate study |
| Features & amenities | Has firm must-haves: pool, gym, concierge |
| Building age | Wants new build, or a settled community |
| Pet friendly | Is moving with a pet |
| Floor level | Wants a high floor, or a low one |
| Viewport | Is paying for the view |
| Built-up area | Has a minimum size that is not negotiable |
| Transportation | Needs the metro or a quick route to work |
Turn down the sliders for what the client would give up first. The sliders re-rank; they do not filter. The hard facts, budget, area, bedrooms, still belong in the profile.
Set them when you create the contact
- Fill in the contact’s personal details and profile as usual.
- On the last step, Match Preference Weighting, drag the sliders that matter for this client.
- Click Save Contact.
Change them on an existing contact
Open the contact, click Edit and change the Match Preference Weighting sliders.
What changes
- The contact’s Prospect Match ranks listings by the new weights.
- Match lists in Listing Match recalculate their AI Match % on their own.
