Match clients to deals, properties and jobs automatically.
- Matching Engine Overview
- Matching Example: Properties to Real Estate Buyer
- Search, view, and match real estate MLS listings to your clients
- How do I create Matching Custom Fields?
- Matching Example: Real Estate Buyer to Properties
- How do I create mail-merge emails to send to matching clients?
- Matching Fields
- How do I find property matches based on a location?
- How do I find property matches based on a ZIP Code?
- How do I send an email with my matches to a person?
- Draw on a map to refine your matches
- How do I set Custom Fields to appear in a Mail Merge RE email?