Property Matching: Automatically Match, Present, and Schedule
You have a buyer with €350k, €450k, 3 bedrooms, Marbella, sea view. Instead of manually scrolling through 200 properties, you enter those criteria in a deal and let Tesoro automatically suggest matching properties. Then you review, email the selection to the buyer, and schedule viewings, all on one Kanban board.
When do you use this?
Section titled “When do you use this?”- A new Qualified buyer lead converts to a deal, you want to see options immediately
- A buyer’s search criteria change, you want a fresh selection
- You want to see which deals match a new property
How the algorithm works: short
Section titled “How the algorithm works: short”| Criterion | Rule |
|---|---|
| Price | Within min/max of deal, plus 10% flex around average |
| Area | Built m² within min/max + 10% flex |
| Bedrooms | Property ≥ deal minimum |
| Bathrooms | Property ≥ deal minimum |
| Property type | Property type must be in deal selection |
| Location | City must be in deal preferences (alternative names supported) |
| Transaction type | For Sale/For Rent must match what buyer is looking for |
| Tags | Property must contain all deal tags |
Score boost (factor 2) if price and area fall exactly within the range, not just within the flex margin. Results are ranked by score.
Where search criteria live
Section titled “Where search criteria live”In two places:
In a Buyer Lead: section Property Details:
- Property Type (required, multi-select)
- Bedrooms / Bathrooms (0+ to 10+)
- Construction Size Min/Max
- Price Range Min/Max (required for Qualified+)
- Location (multi-select)
See Working with leads.
In a Buy or Rent deal, same section:
- Type (required, multi-select)
- Location, Bedrooms, Bathrooms
- Tags Criteria, property must contain these tags
- Price Range Min/Max
- Construction Size Min/Max
When converting a lead to a deal, criteria are automatically transferred.
Advanced Preselect Criteria (only Buy deals)
Section titled “Advanced Preselect Criteria (only Buy deals)”Below the standard search criteria, there is an extra section for Buy deals. Per criterion:
- Attribute: choose a property (city, province, tags, characteristics)
- Operator: is equal to, is not equal to, is empty
- Value: type or select
Multiple criteria are possible. When saving, they are included in the preselect.
Automatic preselect
Section titled “Automatic preselect”- You create or edit a Buy/Rent deal with search criteria.
- Tesoro runs a background task: all active properties are searched.
- Matching properties appear on the Properties tab of the deal, status Preselect.
- When criteria are later changed, the system replaces old preselects with fresh ones. Previously Rejected by Agent properties remain excluded.
The property pipeline in a deal: 7 statuses
Section titled “The property pipeline in a deal: 7 statuses”The Properties tab of a deal = Kanban board:
| Status | When |
|---|---|
| Preselect | Automatically or manually suggested, awaiting agent review |
| Rejected by Agent | Agent has rejected, not suggested to buyer |
| Proposed | Agent approved, ready for mailing to buyer |
| Pending | Sent to buyer, waiting for response |
| Interested | Buyer wants more info or a viewing |
| Rejected | Buyer rejected |
| Approved | Buyer approved, positive endpoint |
Move using drag-and-drop or action buttons on the cards.
Bulk actions in Preselect
Section titled “Bulk actions in Preselect”Check checkboxes → bulk action buttons:
- Reject all → Rejected by Agent
- Propose all → Proposed
- Remove all → removed from deal
Adding properties manually to a deal
Section titled “Adding properties manually to a deal”- Open the deal → Properties tab.
- Click + in the desired column.
- Search and select properties in the side panel.
- Save: properties get the status of the column.
Suggesting deals from a property
Section titled “Suggesting deals from a property”The reverse direction also works:
- Open the property → Connections and Attachments tab.
- View the Buy/Rent Deals or Sell/Rent Out Deals sections, click +.
- Tesoro automatically shows matching deals, by price, area, rooms, type, location.
- Select and link.
Comparison rules (deal side identical to deal → property matching):
- Property price within deal price range
- Area within deal range
- Bedrooms/bathrooms ≥ deal minimum
- Type appears in deal selection
- City appears in deal preferences
- Already linked deals are excluded
Emailing proposed properties to the buyer
Section titled “Emailing proposed properties to the buyer”- First check: does the deal have a Client Portal user? The buyer contact must have an active portal account, otherwise sending is not possible.
- Move properties to Proposed (from Preselect via approval).
- Click the email icon above the Proposed column. The system sends an email with all newly proposed properties.
- Tracking is automatic. Previously emailed properties are not included again, only new ones.
Response via the portal
Section titled “Response via the portal”The buyer can choose per property:
- Interested: wants more info or a viewing
- Rejected: no interest
Both responses automatically update the property pipeline.
Scheduling viewings from matches
Section titled “Scheduling viewings from matches”At Interested or Approved status:
- Find the property in the correct column of the Kanban board.
- Click Meeting on the property card.
- Fill in date, time, participants, the deal contact is automatically suggested.
- Save: appointment appears in deal and calendar.
Improving matching quality: six tips
Section titled “Improving matching quality: six tips”- Fill in search criteria completely. The more, the more relevant.
- Realistic price range. Too broad = noise. Too narrow = missed opportunities. 10% flex is automatic, so no extra room needed.
- Specific locations. No location = all cities match.
- Tag criteria for specific wishes (pool, garage, sea view). Property must contain all tags.
- Keep portfolio up to date. Only Active participates, set no-longer-available to Sold/Off Market.
- Review preselects promptly. Quick response = fast service to the buyer.
Common mistakes
Section titled “Common mistakes”No properties in Preselect
Section titled “No properties in Preselect”Possible causes: deal has no criteria, no active properties match, or deal type is Sell/Rent Out (no preselect). Check your criteria and Active portfolio.
Search criteria changed: Proposed properties disappeared
Section titled “Search criteria changed: Proposed properties disappeared”Not gone. Only Preselect is replaced when criteria change. Proposed, Interested, Approved remain.
Cannot email buyer
Section titled “Cannot email buyer”No active Client Portal account, or no new Proposed properties since last sending.
‘Change status first’ when suggesting deals
Section titled “‘Change status first’ when suggesting deals”The property is not Active. Adjust → try again.