Create buyer and tenant requests

When to create a buyer request Create a buyer request the moment a client’s requirements are clear enough to search inventory — usually during or immediately after the first qualifying call. Delaying means matching cannot help you overnight. Always link a customer first (or inline during create) so contact info stays centralized. Starting a new buyer request From Requests list , click Add request . The form mirrors property fields where possible so matching logic aligns. Core requirement fields Title — Short internal label (“Ahmadi – 3bed rent Saadat Abad”). Clients never see this; clarity helps teammates. Customer — Select existing or create inline. Required for handoffs. Transaction type — Sale, rent, or specialized types your team enables. Drives budget fields. Property kind — Apartment, villa, commercial, etc. Multi-select may be available when clients accept alternatives. Budget — Enter realistic ranges: Sale: maximum price or band Rent: monthly rent ceiling, deposit tolerance Under-budget padding helps — note true max in notes if client quoted lower publicly. Area — Built area min/max in square meters. Land requests may use land area separately. Location preferences — Neighborhoods, districts, or free-text guidance depending on configuration. Structured picks improve matching. Categories — Optional tags aligning with property categories for campaign focus. Amenities — Must-haves using the same amenity library as listings. Critical for elevator, parking, and storage constraints. Notes — Timing (“must move by Shahrivar”), financing status, companion decisions. Draft vs active Save as draft while waiting on missing info (exact budget sign-off). Promote to active when the team should treat demand as live for matching and reporting. Active buyer requests appear in matchers and home widgets; drafts may be excluded. Approvals gate Teams with strict review route new active buyer requests through approvals . You submit; a lead approves before matching treats fields as official. Track status under My submissions . Urgent intakes still benefit from draft saves — enter known fields while approval processes. Editing buyer requests Open detail → Edit . Update when clients change mind on budget or neighborhoods. Significant edits may trigger pending approval overlays like listings. Avoid duplicating buyer requests when requirements evolve — edit one record so match history stays coherent. Linking back from customer From customer detail , create or open linked buyer requests before callbacks. Confirm which buyer request is active if multiple exist (“Are we still pursuing the Saadat Abad rental?”). Quality checklist before activating Budget numbers confirmed on call, not guessed Property kind matches what client rejected or accepted before Must-have amenities marked, not only in prose notes Customer phone verified Notes capture decision timeline Examples Rentals — Emphasize monthly rent + deposit, floor preference in amenities, move-in date in notes. Sales investment — Wider area band, category “Investment”, note yield expectations. Commercial — Pick commercial kind, land/build area separately, parking amenity mandatory. After creation Watch for match notifications . Review property cards with match badges. Schedule reminders for follow-up if client goes quiet three days. Well-built buyer requests reduce manual scrolling — they are the spec sheet matching reads.