Match Automation
Executable buyer match automation
+$99
/mo add-on
How It Works
Match Automation Workflow
Match every marketable deal against the right buyer list
Use deal readiness, buyer criteria, tier rules, and outcomes to decide who should see each opportunity and when.Step 1
Ready deal
Acquisition inventoryReady-to-market stage
Property facts
Deal constraints
Step 2
Buyer updates
Dispo contextCriteria changes
Tier movement
Capacity signals
Step 3
Score matches
Fit and priorityProfile ranking
Geography fit
Buy-box fit
Step 4
Apply timing
Tiered releaseVIP priority
Active delay
New buyer delay
Step 5
Track outcome
Improve the loopOpens
Responses
Offers and closes
Acquisition inputs
Marketable properties, pricing context, and readiness stages feed the match queue.Buyer intelligence
Criteria, previous deal behavior, and buyer tiers inform who gets priority.Controlled release
Timing rules keep distribution fair while rewarding proven buyers.Outcome memory
Engagement and closing outcomes tune future match suggestions.🎮 Gamification Tiers
Reward your best buyers with priority access. The more deals they close with you, the faster they see new matches.VIP
Priority access
Priority review path for your most trusted buyersActive
6-hour delay
Quick access, proven track recordCasual
24-hour delay
Building momentum, competitive accessNew
48-hour delay
Just getting started, opportunity to level upDeal Studio
Visual Matcher
Properties Ready to Market
123 Main St
456 Oak Ave
789 Pine Rd
Match
Qualified Buyers
John (VIP)
Sarah (Active)
Mike (Casual)
What's Included
Match action packets on stage change
AI buyer scoring & ranking
Tier-based review windows
Portal match delivery
Deal Studio visual matcher
Match queue management
Buyer tier gamification
Match outcome tracking
Re-match on criteria change
Bulk match operations
Requirements
Minimum Requirement
- Buyer Network productManage buyers, POF verification, segments
Full AI Matching (Recommended)
- Wholesaler or Full Platform bundleIncludes Lead Engine + Property Intel + Buyer Network
- Match packets on stage changeProperties can queue buyer-match suggestions when hitting 'Ready to Market'
Frequently Asked Questions
When a property is ready to market, VIP buyers (5+ closed deals with you) can receive priority notifications. Active buyers wait 6 hours, Casual 24 hours, and New 48 hours. This rewards your best buyers with earlier access.
Yes! Deal Studio lets you manually match any buyer to any property, regardless of tier. Great for special situations or relationship management.
You can still use Match Automation, but you'll need to manually enter properties or import them. AI-assisted matching on stage changes requires a property source like Lead Engine or Property Intel and should be reviewed before buyer notifications go out.
Match Automation integrates with your OrbiLattice pipeline. Properties can flow from Lead Engine to pipeline stages, then into reviewed buyer-match suggestions and approved notifications.
Buyers can see matches via email, SMS, or the Client Portal (requires Client Portal power-up). The portal shows tier-based access timing so buyers know when they can act.