Client requirements: budget, location and specifications

Turn a conversation into specific property-matching criteria.

Use your own account. Available sections depend on your permissions and the modules enabled for your agency.

Where to find it

Sale → Apartments → Clients

Clients · Match

Step-by-step instructions

1. Add a request in the client record with transaction type, category, budget and location. Specify rooms, area and top zones; create separate requests for different property types.

2. Example: apartment purchase, 2 rooms, up to USD 80,000 in the preferred district. Clarify mandatory and flexible criteria; an overly strict request reduces the available matches.

3. Open the request’s offers and run matching. Review the results manually: matching specifications do not guarantee a current price or the owner’s availability for a viewing.

4. Save your changes and reopen the record. Check that the values are correct; if a validation message appears, correct the highlighted fields.

Check the result

The client record should have current contacts, a responsible agent and a clear next step. Check the linked request, offers or selection you worked on.

If something goes wrong

If a menu item or button is missing, ask your administrator to check your permissions and the module. Do not create another record just because the first attempt is not immediately visible.

Related guides

• Client records without duplicates or lost agreements
• Property matching and offer statuses