Effective buyer management doesn’t have to be time consuming. By setting a client as an active buyer in LockedOn and adding in some buyer criteria, you can automate a variety of marketing options specifically suited to each particular buyers’ needs.
Setting a client as an active buyer
Click on Clients in the main menu
Select / search for a client you wish to set as a buyer
Click on Information, then Buyer Criteria
Click the Active Buyer switch to set this client as a buyer.
This client will now appear in active buyer searches and in the buyer match tab of property files.
Specifying buyer criteria
Buyer criteria is the list of property features your client is looking for in their next purchase. By filling in the buyer criteria tab, you will be able to sort and send tailored marketing options specifically suited to the needs of each client. You can make this as specific or as broad as you like. The more details you enter into the criteria tab, the more specific your matches will be. We do however, recommend that a maximum price is entered in all active buyer criteria.
To get started, click Add buyer criteria. You can label your buyer criteria set as needed, e.g. Dream home or Investment property.
The criteria options
There are various criteria options you can set. They include:
Criteria type - if they are interested in property sales or rentals
Buyer Types – ie first home, investor etc
Bedrooms, Bathrooms, Garages - the minimum number of each room type
Land size - the minimum land size
Property types - the type of property ie house, unit etc (multiple types can be selected)
Suburbs / Postal Codes - the suburbs / postcodes they wish the property to be located. Please only use on of these options.
Keywords - particular keywords you specify, ie. Walk to shops, water views
Price range - the minimum / maximum price the client is willing to pay. Only use numerals in this area, no symbols ($) or spaces.
Notes - any additional notes you wish to add in relation to the clients needs. Be sure to click the finish button if adding notes.
Once you have set the buyer criteria, click Update Buyer Criteria.
Note: Property types, suburbs, postal codes and keywords can be configured in the Engine > Customisations section of LockedOn.
Buyer Portal
Clients can also update their own buyer criteria via the buyer portal. Please see article “Buyer Portal” for more details.
Multiple buyer criterions for one client
You can add multiple sets of buyer criteria - for example, a buyer might be looking for an investment property in one area, and a home for themselves in a different area, each with it's own set of criteria. The buyer will show in matches for either set of criteria.
To add an additional buyer criteria, simply scroll to the bottom of the buyer criteria page and look for the + Add Buyer Criteria button.
