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Shortlist homes that fit each buyer's brief
Buyers fill in a short form, and you get a ranked shortlist from your current stock with a friendly email explaining why each home fits.
When to use it
Whenever a new buyer registers
Step by step
Create a buyer brief form
In Google Forms, ask for budget, mortgage position, must-haves, nice-to-haves, areas, timing and anything they can't live with. Responses land in a Google Sheet.
Keep a simple stock sheet
In another tab, list your available properties with price, area, bedrooms, outside space, parking, chain status and listing link.
Ask for a ranked shortlist
Copy the buyer's answers and your stock list into your AI assistant with this prompt.
Prompt to copyHere is a buyer's brief and my current list of available properties. Rank the 5 best matches. For each: property, price, how well it matches (strong / partial), which must-haves it meets, which it misses, and one line on why it's worth a look. Exclude anything over [budget + 5%] or missing a must-have, unless nothing else fits. Then write a short, friendly email to the buyer introducing the top 3 with links and inviting them to book viewings. Brief: [paste] Stock: [paste]Check and send
Check the matches make sense, edit the email so it sounds like you, and send it from Gmail.
What you get
1. 14 Elm Row, 3 bed, asking within budget: strong match (garden, parking, near schools). Misses: second bathroom. 2. Flat 2, Mill House: partial (no garden, but balcony and station 5 min). Email: 'Hi Sam, I've picked three homes I think you'll like...'
Tips
- Ask buyers about features, not about who they are. Matching on things like family status or background can be discriminatory.
- Only paste the details you need. Leave out buyers' financial documents.