Buyer Needs is your workspace for tracking what each buyer client is looking for, so you can match them with the right properties. Start here, then dive into the detailed guides below.
What's in this section
- Buyer Needs Table View: Your daily workspace: every buyer's criteria at a glance, with quick edit and view actions.
- Adding a Buyer Need: How to create a new buyer profile and capture their full preferences.
- Managing Buyer Needs: Viewing, editing, deleting, bulk actions, and matching buyers to listings.
What it's for
- Buyer Needs Table: Main view of all buyer criteria and preferences.
- Add Buyer Need: Create new buyer profiles with detailed preferences.
- Bulk Actions: Select multiple buyers for batch operations.
- Action Buttons: Quick access to edit (pencil) and view (arrow) details.
Getting started
- Open
Buyer Needs from the sidebar under My Systems.
- Review all buyer needs in the main table.
- Click + Add Buyer Need to create a new profile.
- Use checkboxes to select multiple buyers for bulk actions.
- Use the pencil and arrow icons to edit or view a buyer's details.
- Match buyers with available properties based on their criteria.
Tip: Review and update buyer needs regularly so you're always searching for properties that match current client preferences.
Key concepts
The three buyer purposes
Purpose tells you why someone is buying, which drives your whole search strategy.
- Primary Residence: The buyer's main home for full-time, long-term living. More emotional; schools, commute, and neighborhood matter.
- Vacation Home: A secondary or seasonal property. Lifestyle-driven; location, views, and amenities matter, with possible rental income.
- Investment: A rental or investment property. ROI-focused; cash flow, appreciation, and rental demand matter more than condition.
Property types
- Single Family: Detached home, private lot, no shared walls.
- Condo: Unit in a shared building, usually with an HOA and lower maintenance.
- Townhouse: Attached multi-story home; blends condo and single-family benefits.
- Lot or Tear Down: Buildable lot with a structure to demolish.
- Vacant Lot or Tear Down: Raw land to build on from scratch.
Budget and financing
- Budget: A maximum price or a range (for example
$800K-$1.3M). Update as buyer qualification changes.
- Loan: Buyer will finance the purchase (most common).
- Cash: All-cash buyer; stronger offer, faster close.
- Other: Alternative or creative financing.
Beds/Baths
Bedroom and bathroom requirements appear in green pills, for example 4bd/4.0ba (4 beds, 4 full baths) or 3bd/2.5ba (3 beds, 2 full + 1 half bath).
Location
Areas can be cities ("Destin"), neighborhoods ("Watersound"), area codes ("30a", "30a east"), or regions ("Panhandle"). Buyers may list multiple areas.
Table columns quick reference
- Agent: Assigned agent with photo; tracks who owns the buyer.
- Purpose: Why they're buying (Primary / Vacation / Investment); drives search strategy.
- Location: Preferred areas to search.
- Type: Preferred property type(s).
- Beds/Baths: Bedroom and bathroom requirements.
- Budget: Price range or maximum.
- Financing: How they'll pay (Loan / Cash / Other).
- Actions: Edit (pencil) and View (arrow) buttons.
Best-practice highlights
- Keep criteria current: Update as buyer preferences evolve.
- Be specific: Detailed criteria lead to better matches.
- Review weekly: Check in with buyers to confirm needs.
- Update budgets: Adjust when prequalification amounts change.
- Track purpose: Know why they're buying for better service.
- Note deal-breakers: Record must-haves vs. nice-to-haves.
- Document changes: Add notes when preferences shift.
- Retire inactive buyers: Archive or remove after closing or disqualification.
Need Help?
- Ask Maria: AI assistant in the top navigation for quick questions.
- Search: Find specific buyers by criteria.
- Support: Contact the MyOps support team for assistance.
