Matching Example: Properties to Real Estate Buyer
The Cloze Matching Engine is used to find people that match the criteria for things you are brokering, like a property.
Platinum Feature: The Matching Engine feature is available with the Cloze Business Platinum Plan.
The Cloze Matching Engine is used to find people that match the criteria for things you are brokering. Typically these are things like real estate, jobs, cars, yachts, and fund-raising campaigns.
Pick List Custom Fields are used to show which People are a match to a Listing (Property, Job, Car, Yacht, Campaign, etc.) and vice-versa.
When viewing a Listing, Property, Listing, Job, Car, Yacht, Campaign, etc. you can set picklist Custom Fields you have created in settings that will then display matches to people that meet the criteria set in these Custom Fields.
Example: Real Estate
In this example, we are showing people that match a property. A property has been entered into Cloze and several fields are set to describe the property. These Custom Fields are then used to match potential buyers that are looking for a new home.
Properties or Listings
In Real Estate you will use the section label "Properties" or "Listing" for the properties you are representing. You will then create picklist Custom Fields that will be used to match potential buyers to the property.
The property can have several Custom Fields like:
- Property Type
- Bedrooms
- Bathrooms
- Price Range
- Size Range
The Matching Engine will then display potential people (Buyers) that have the same corresponding picklist values set in their profile in Cloze.
Buyers
In Real Estate you will use the Segment "Buyer" to describe your clients that are buying a home.
The same Custom Fields used in the Listings or Properties will be used to set potential buyers' preferences and used to match potential buyers to the property.
For example, a Buyer is looking for a single-family home, 4 or more bedrooms, 3 or more baths and has a budget of up to $1,500,000. Their profile would look like this:
When viewing a person you will see all of the properties that match their criteria and when viewing a property you will see all of the people whose criteria match the property.
Setup your Matching Custom Fields
Here are step-by-step instructions on how to create Matching Custom Fields.