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 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 pick list 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 to a property. A property has been entered into Cloze and several pick list Custom Fields set to describe the property. These Custom Fields are then used to match to potential buyers that are looking for a new home. 

Buyers Matching to Property

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 pick list Custom Fields that will be used to match potential buyers to the property. 

The property can have several pick list 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 pick list 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, 3 bedrooms, 2 baths and has a budget of up to $750,000. Their profile would like:

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 who's criteria mach the property. 

Setup your Matching Custom Fields

Here are step-by-step instructions on how to create Matching Custom Fields.