Buyer brief and search management involves capturing buyer requirements, searching property databases, and notifying buyers of new matches. Manual processes create delays, missed listings, and repetitive data entry that frustrate both agents and buyers.
Automation captures buyer details from incoming inquiries, searches for matching properties daily, and alerts agents and buyers instantly when new listings appear. The result is faster buyer service, more property matches found, and agents reclaiming hours spent on routine searches.
The full workflow, from trigger to completion.
Trigger fires when an email arrives in the agency inbox or a form is submitted with buyer contact details.
The automation reads the email or form and extracts structured buyer information: name, contact, budget, location, property type, bedrooms, bathrooms, timeline, and special requirements.
The extracted buyer details are written as a new contact with custom fields for all buyer preferences.
An automated workflow queries the MLS API (or a connected MLS data feed) with the buyer's criteria and retrieves all matching active listings.
The matching properties are formatted into a clean, readable list with photos, descriptions, prices, and links, ready to send to the buyer.
The formatted property list is sent to the buyer automatically with a personalized cover note from the automation.
A notification is sent to the automation confirming the brief was created and properties were sent, with a link to the buyer record.
The automation runs daily, checks the MLS for new listings matching stored buyer briefs, and sends instant notifications to the automation and buyer when a match is found.
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