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BrokerBee logo BrokerBee · Client Requirements & Matching

Client Requirement Tracking and Property Matching

Most of a broker’s best deals come from remembering who wanted what. BrokerBee records each client’s requirement — property type, rent or sale, bedrooms, budget range, preferred localities, furnishing, parking and move-in date.

When a new property is added, BrokerBee shows the clients whose requirements match, ranked by how closely they fit, so you can call the right people first.

BrokerBee client requirements with budget, locations and matching properties

BrokerBee is in development. This page describes the product we are building; features and timelines may change before launch.

Capabilities

Client Requirements & Matching in BrokerBee

  • Structured requirements

    Type, transaction, bedrooms, budget range, locations, furnishing, parking and move-in.

  • Multiple locations

    Record every locality a client would consider.

  • Match on new listings

    See which clients fit a newly added property.

  • Match score

    Clients ranked by how closely they fit.

  • Linked to leads

    Requirements sit alongside the client’s lead history.

  • Smarter matching later

    Rule-based matching first, with AI-based matching planned.

How it works

Step by step

  1. 1

    Capture the requirement

    While the client is on the phone.

  2. 2

    Add new properties

    As listings come in.

  3. 3

    Review matches

    See which clients fit.

  4. 4

    Reach out

    Call the best matches first.

Benefits

Why it matters

  • Faster closures

    Show the right property to the right client.

  • Revive old leads

    Past enquiries resurface when a match appears.

  • Team memory

    Requirements aren’t lost when an agent leaves.

  • Better service

    Clients get relevant options, not random ones.

FAQ

Frequently Asked Questions

How does matching work?

The first version compares a property with saved requirements using rules such as type, budget, location and bedrooms. AI-based matching is planned for a later phase.

Can one client have several locations?

Yes. Requirements can list multiple preferred localities.

Is this in the first release?

Client requirements and matching are planned for BrokerBee’s second phase.

Ready to grow your real estate business?

Join the BrokerBee early-access list and help shape the product.