Buyer search for an agency: turn a project into useful criteria
How to prepare a property search from a buyer profile, check the budget and review results without confusing a shortlist with a recommendation.
THE ESSENTIALS
In Maisonnez, choose an active buyer profile, check the criteria carried into the search and its budget limits, then launch it explicitly. The results are a shortlist to review. The search is saved as an account search and is not durably linked to the selected buyer profile.
Start with the project, not an oversized checklist
A buyer profile helps structure a conversation: where the person wants to search, what kind of property fits, what size or capacity they have in mind, and what budget they can realistically use. Review these points with the buyer before launching a search. A flexible preference should not become a hard exclusion, and a firm constraint should be confirmed rather than guessed.
In the buyer-search workspace, an active profile can prefill property criteria and minimum and maximum budgets. Check the selection whenever you switch profiles. The search text remains editable: add missing details, remove contradictions and express agreed trade-offs. A tool cannot decide for the agency whether a nearby district or a renovation project is acceptable.
Make the budget a meaningful decision boundary
A budget is useful only when everyone understands what it covers. Ask whether the figure includes acquisition costs, works, parking or a contingency. In the interface, check the minimum and maximum separately before submitting: a low floor may exclude options, while a high ceiling can bury the shortlist in properties outside the project. The profile’s range is a starting point, not financing approval.
A broad range can help with an initial scan, but describe its results as exploratory. For a shortlist to share, refine the criteria with the buyer and explain any gaps: asking price, estimated works or a lower-priority location. The decision to visit, negotiate or pass belongs to the people involved, after checking the listings and available information.
Launch, review, then verify each lead
Launching is manual. After choosing the profile and reviewing the text and budget, the user submits the search and waits for its results. A search response helps with sorting; it does not guarantee completeness, freshness or fit. Open promising leads, check availability with the relevant source and compare their details with the buyer’s stated needs. Listings can change or disappear between visits.
When a search is saved, it belongs to the account and can be organized with that account’s other searches. The selected buyer profile helps prepare criteria at launch, but there is no durable link between that profile and the saved search. To retain context, keep professional notes in the appropriate workspace and clearly label which project the shortlist concerns. Do not assume that a later profile change will update an already saved search.
For cases handled by a team, agree on a shared budget convention and consistent wording for criteria. A clearly labelled search should let a colleague understand its scope without exposing unnecessary personal information. If the context changes—for example after a financing review or a new location preference—confirm the change with the buyer, then prepare a fresh search with that updated brief.
Keep the relationship and decision with the agency
A search does not contact the buyer on your behalf. After reviewing the results, the agency can explain why a property may fit, point out trade-offs and ask whether the person wants to take the next step. This human review prevents a technical match from being presented as a personal recommendation. It also accounts for information discussed in a meeting that is absent from structured criteria.
Use property details that help with selection, and avoid copying contact information or personal notes into the search text. Before sharing a listing, check its content, date and source. If results are too narrow or broad, change one variable at a time and launch again only after the buyer has agreed to the trade-off. This makes the decisions understandable to both the team and the client.
A short routine before every search
- Confirm the area, firm requirements and negotiable preferences with the buyer.
- Review the prefilled text after selecting the profile and resolve any ambiguity.
- Check both budget limits and what they include.
- Launch manually, review the shortlist, then verify each listing at its source.
- Record the context in the appropriate workspace: the profile and search do not remain linked.
Questions, answered.
Does the search remain attached to the buyer profile?
No. The active profile helps prefill the search, but the saved search belongs to the account and has no durable link to that profile.
Does choosing a profile launch the search automatically?
No. Review the criteria and budget, then submit the search explicitly.
Does the budget confirm that the project is financeable?
No. The range supports filtering and should be discussed with the buyer. It is not a financing plan or a substitute for the agency’s checks.
Do the results guarantee that a property is available?
No. Check each listing and its availability with the relevant source before presenting it as a current lead.
Sources and references
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