case study

Transforming real estate client matching

We developed a property-client matching system for a boutique real estate agency that dramatically reduced time-to-sale and improved client satisfaction ratings.

Client

Evergreen Properties

Duration

7 weeks

Result

45% faster closings

Client Matching AlgorithmProperty AnalysisMarket Insights

Key Results

  • Reduced average time-to-sale by 45%
  • Increased agent productivity by 27%
  • Improved match rate (properties shown vs. purchased) from 12:1 to 5:1
  • Boosted customer satisfaction scores from 81% to 94%

The Challenge

Evergreen Properties, a boutique real estate agency with 8 agents, was struggling to efficiently match clients with suitable properties. Their agents were spending excessive time showing properties that ultimately didn't meet client needs, creating frustration for both clients and agents. Their manual matching process relied heavily on agents' memories and intuition rather than structured data, resulting in inefficient use of time and missed opportunities.

Our Solution

We implemented our AI-powered real estate matching system tailored for small agencies. The solution included a sophisticated client preference analysis tool, an automated property matching algorithm that considered both explicit and implicit client preferences, market trend insights for pricing guidance, and a user-friendly dashboard that gave agents powerful data at their fingertips. The system continuously learned from client reactions to suggested properties.

Implementation Process

The implementation was completed in 7 weeks with a phased approach. We began with data collection and system setup, including importing existing property listings and client profiles. Next, we trained the matching algorithm using historical data from successful matches. The team received comprehensive training on using the system effectively. Throughout the implementation, we focused on creating a system that enhanced the agents' expertise rather than replacing their judgment.

"The client matching system has completely transformed how we work. Our agents now show fewer properties per client but close deals much faster. Clients appreciate that we're showing them homes that truly match what they're looking for, and our agents can serve more clients without working longer hours. It's been a game-changer for our small agency."
Rachel Kim

Rachel Kim

Broker/Owner, Evergreen Properties

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