The Buyer Needs Table View is your primary workspace for managing buyer criteria. It shows every buyer's essential preferences at a glance so you can quickly match them with the right properties.
Selection checkboxes for each row. Check boxes to select specific buyers for bulk operations, and uncheck to deselect. A select-all option may be available in the header.
Shows the agent's profile photo and full name so you can see who is handling each buyer at a glance. Sort by this column to group buyers by team member or to find your own.
Tip: Keep agent assignments current for accurate workload balancing and commission tracking. Reassign if an agent leaves or changes role.
The buyer's reason for purchasing. This drives your whole search strategy.
Tailor showings to the purpose: schools and community for primary, location and views for vacation, numbers and rental market for investment.
Preferred geographic areas or neighborhoods. Common formats:
Use it to focus property searches in preferred areas, and update it when a buyer opens up to new areas.
Tip: Be specific about location, include multiple options when the buyer is flexible, and document why certain areas are preferred or avoided.
Preferred property type(s). May show multiple if the buyer is flexible.
Bedroom and bathroom requirements shown in green pills for quick scanning. Examples:
This usually reflects the minimum needed and is often non-negotiable. Use it for MLS searches; more beds/baths generally means a higher price. Needs vary with growing families, home offices, guests, multi-generational living, or downsizing.
The buyer's maximum price or price range. Examples:
Budget may reflect a maximum purchase price, a pre-qualification amount, available cash (for cash buyers), or a wishlist vs. qualified amount. Use it to filter out properties above budget, and confirm against a pre-approval.
Tip: Confirm pre-qualification matches the stated budget, build in negotiation room, and account for all costs, not just the purchase price. Update when financing changes.
How the buyer plans to pay.
Financing affects offer strength and timeline: cash offers are stronger, close faster, and are more attractive to sellers, and some properties require cash. Weigh competitive markets, property condition, seller situation, and interest rates.
Two icon buttons per row:
Scan the table to see all buyers at a glance, identify priorities (urgent timeframes, specific requirements, flexible buyers), then compare against available inventory to find matches and schedule showings.
Click the checkboxes next to buyer needs, then perform a bulk action: export selected, send property alerts, reassign to a different agent, or delete inactive buyers.
Click sortable column headers to organize. Common uses: by Agent (group by team member), by Budget (find buyers in a price range), by Purpose (group by buying reason), or by Location (match with available areas).
Review the buyer's criteria, then search MLS/inventory using the Location, Type, Beds/Baths, and Budget columns. Present matches, gather feedback, and update criteria as needed.
Click the arrow icon in the Actions column to open the full buyer need page, review all criteria and notes, then use it for your property search.
Click the pencil icon in the Actions column to open the edit form, update changed information (common updates: budget, location, beds/baths, property type flexibility), then save.
If something looks wrong, the first steps are usually the same: refresh the page, check your internet connection, clear your browser cache, try a different browser, and contact support if the issue persists.
Q: How do I know which buyers are most urgent?
A: Check the notes field in the detail view for timeline. Consider adding a priority or urgency indicator when creating buyer needs.
Q: Can I search or filter the buyer needs table?
A: Look for search or filter options. If unavailable, use sorting to organize, or contact support about search functionality.
Q: What if a buyer's preferences change frequently?
A: Edit as often as needed. Keep notes about why preferences changed and what the buyer has seen or rejected.
Q: How do I know which buyer to show a property to?
A: Match the property specs (location, type, beds/baths, price) against buyer criteria, and show it to all that match.
Q: Can I export the buyer needs list?
A: Look for an export button or use checkboxes with bulk export. Contact support if unavailable.
Q: What does "4bd/4.0ba" mean?
A: 4 bedrooms and 4.0 full bathrooms. A ".5" indicates a half bath (e.g., 3bd/2.5ba = 3 beds, 2 full + 1 half).
Q: Should I update budget when a buyer sees properties out of range?
A: Yes, if their actual budget differs from the stated one. Keep it realistic to avoid showing properties they can't afford.
Q: What's the difference between Primary Residence and Investment buyers?
A: Primary buyers will live there (emotional purchase); investment buyers want ROI (numbers-focused purchase).
Q: Can I assign one buyer to multiple agents?
A: Typically one primary agent, but check with your broker about co-representation policies.
Q: How many buyers should one agent manage?
A: It depends on activity level. 10-20 active buyers is common, but it varies by market and agent capacity.
Q: A buyer has purchased. Do I delete or keep them?
A: Best practice is to mark them closed/inactive rather than delete, for historical records and future referrals.
Q: Can I see when a buyer need was last updated?
A: Check for a "last modified" field in the detail view. If there isn't one, add update notes when editing.
