How to Match a Buyer to Properties in Loop

Introduction

Matching a buyer to the properties you have on the market is a key function within Loop. This guide provides a step-by-step tutorial on how to effectively use the matching feature.

Step 1: Accessing the Buyer Profile

1. Navigate to the Buyers screen.
2. Locate and select the buyer you want to match with properties.
3. Open their Profile.

Step 2: Using the Matching Feature

1. Within the buyer's profile, go to the Matching Tab.
2. On the right-hand side, click Match to Properties.
3. This will take you to the Match Screen.

Step 3: Choosing a Match Type

Loop offers two types of matching options:

• Simple Match: Filters properties based on basic criteria like price and number of bedrooms.
• Advanced Match: Allows for additional preferences if the buyer has specific requirements.

For this tutorial, we will proceed with a Simple Match.

Step 4: Reviewing Matched Properties

1. Loop will search for properties that fit the buyer’s criteria and display the results.
2. Click Show Properties to view the matched listings.
3. If there are any properties you do not wish to send, uncheck the box next to those listings.

Step 5: Sending Property Matches

1. Once you have selected the properties to send, click Next.
2. Choose the preferred communication method (Email or Text Message).
3. Click Send. The system will process and dispatch the matches in the background.

Step 6: Tracking Buyer Engagement

• All sent matches are recorded under the Matching Tab in the buyer’s profile.
• You can track how many times the buyer has viewed the properties and clicked on the links.

Step 7: Booking a Viewing

1. If the buyer expresses interest, navigate to the Matching Page.
2. Select the property and click Book a Viewing.
3. The system will automatically pull in both the property and buyer details.
4. Choose a suitable time in the diary and confirm the appointment.

Support

For any questions or assistance, contact the Loop Support Team at support@loop.software.