Real Estate

AI Property Recommendation

Buyer criteria matched against live listings automatically, so your team calls the right five, not scrolls two hundred.

Your team has more buyers and more listings than anyone can match by hand, so good fits get missed. This build scores every live listing against each buyer's stated criteria, budget and search behavior, then ranks which homes your agents should call each buyer about first, with the reasoning shown. It reads your CRM and listing feed and never contacts buyers itself.

  • A ranked shortlist for each buyer, with the reasoning shown
  • Listings rescored automatically as your stock changes
  • Alerts when a strong new match comes onto your books
$4,400 20–30 working days Optional maintenance $249/mo
Brass pins linked by thread beside a key tag and concentric rings, showing buyer criteria matched to listings.

What it is

AI Property Recommendation scores every live listing on your books against each buyer's criteria, budget and search behavior. It then ranks the matches your team should call about first. It works for your team, alongside your CRM and listing feed, and never chats with buyers. AI Buyer Assistant is the buyer-facing option.

Why businesses buy it

Matching buyers to listings is valuable work that rarely gets done well at scale. Agents remember their recent buyers and their own listings, so a perfect match sitting with a colleague goes unnoticed and the buyer finds it elsewhere. This build checks every buyer against every live listing on a schedule and tells your team where to focus, while the conversations stay with your agents. It only reads your data, so nothing in your CRM changes. The Scope Card fixes the sources, the report and the alerts before you buy, so the result is clear from the start.

Problems this solves

Agents match buyers to listings from memory and miss good fits

The recommendation tool scores every live listing against each buyer's criteria, budget and search behavior. Agents see ranked matches instead of relying on memory or manual filters.

New listings arrive and nobody remembers which buyers they suit

Up to five alerts can flag strong matches as new listings enter your feed. Your team can call the right buyers while the property is still fresh on the market.

Agents are unsure which buyer to call first each morning

A recurring report or dashboard ranks which buyers and listings your team should call about first. It sits alongside your CRM and listing feed, reading data without changing it.

Agents ignore matching tools whose results they cannot verify

Before launch, rankings are checked against three months of your historical data. Your team can see how the scoring compares with buyers who actually went on to view or buy.

Scope card SKU UPM-C0415

AI Property Recommendation

Everything this build includes, written down before you pay. Choose a delivery speed and any add-ons, then add it to your cart.

$4,400 one-time build price
1. Choose your delivery speed

Delivery times are in working days (Monday to Friday) and start once your intake is complete. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.

What is included

Channel
1 delivery channel (email, Slack or a web dashboard)
Integrations
Up to 3 read-only data sources
Knowledge
Up to 25 defined metrics or recurring questions
Workflows
1 dashboard or recurring report plus up to 5 alerts
Languages
1
Testing
Results checked against 3 months of your historical data
Revisions
2 rounds
Handoff
1 × 60-min handoff session (recorded)
Support
30 days after launch

A good fit if

Your buyer list already holds real search criteria, such as budget, beds, area and must-haves, not just a name and a phone number.
New listings come onto your books or portal feed faster than your team can manually match them to waiting buyers.
You want a ranked shortlist of matches delivered on a schedule, not a chat window buyers type questions into.
You keep buyer records and live listings in systems your team already uses, such as a CRM and a listing feed.

Not the right fit if

You need something that talks to buyers directly and answers their questions. See AI Buyer Assistant, which guides one buyer through their own search.
You need the first reply to a brand-new portal enquiry before anyone has been qualified. See AI Real Estate Lead Agent, built for that first response.
You want broader marketing content built around your listings, not a ranked match list. See AI Property Marketing Agent.
You need more than 25 tracked metrics or more than one delivery channel, for example five dashboards for five offices. Add a note at checkout for a Change Quote, or start from our Custom AI enquiry form.

How it works

  1. Your buyer list and live listing feed are connected as read-only sources, so nothing in your CRM or portal account changes without you.
  2. Each buyer's stated criteria, budget, area, beds and must-haves, plus how they have actually clicked and searched, become a scoring profile.
  3. Every active listing on your books, and any synced from your portal feed, is scored against each buyer's profile as stock changes.
  4. A ranked shortlist is built for each buyer, ordered by fit, not by newest listing or highest commission.
  5. The shortlist lands in your chosen channel, email, Slack or a dashboard, with the reasoning behind each match so your team can call with confidence.
  6. Alerts fire when a strong new match appears, so a buyer hears about the right listing before a competing agent does.

What you provide within 72 hours

Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.

  • Read-only access to each data source you want scored, such as your CRM and listing feed.
  • Your own definitions of the key metrics and criteria that matter for a good match.
  • At least three months of historical listing and buyer data for us to test against.
  • The names of the people who should receive the ranked shortlist, and their preferred channel.
  • Your business information (company basics, hours and brand voice), shared during intake, reused if you have already completed it.
  • Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
  • One person on your side who can approve decisions during the build.
  • An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.

Timeline

Start Intake verified and your key match criteria agreed.
Weeks 1–2 Data sources connected and the scoring profile built.
Week 3 Ranking logic tuned against your buyer list.
Weeks 3–4 Results checked against three months of your historical data.
Week 4 Your review and two rounds of changes.
Go-live Live, recorded handoff session, support starts.
Delivery options, in working days (Monday to Friday) from completed intake. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.
OptionDelivery timePrice
Standard20–30 working days$4,400
Express15–25 working days$5,150
Rush10–20 working days$5,950

What you receive at handover

  • A matching report or dashboard drawing on up to three read-only sources, such as your CRM and listing feed
  • Scoring rules built from up to twenty-five defined criteria and metrics
  • Up to five alerts delivered by email, Slack or a web dashboard
  • A test report comparing rankings with three months of your historical data
  • An admin guide, the recorded handoff session and 30 days of support

Expected benefits and how to measure them

  • Agents can spend call time on buyers most likely to fit a listing.
  • Helps new listings reach suitable buyers sooner.
  • Makes matching less dependent on one agent's memory.
Early showings per new listing
Count showings booked in the first weeks of each new listing, from your calendar or CRM, before and after launch.
Ranked matches that convert
Track how many ranked matches lead to a viewing or offer each month.
Time spent matching
Ask agents to log time spent searching for matches for two weeks before and after launch.

Before you start: Record active buyers, live listings and showings per listing. Note how agents currently decide which buyers to call.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Running costs

The build price is one-time. Running it is billed in your own accounts, and for a matching engine that mostly means AI model usage plus the hosting or scheduler that runs the job: roughly $20 to $150 a month for most buyer lists.

AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship. Nothing runs through us.

Ask about running costs

Custom requirements

If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.

Request a custom version

Keep it running

For AI Property Recommendation, monthly maintenance covers monitoring, fixes and a monthly allowance of change hours, enough for a new metric, an adjusted rule or an extra alert. It starts after the thirty days of support, bills monthly, and can be cancelled any month.

$249/mo (the minimum fee, includes 2 change hours)

Optional. Starts after the post-launch support period. Cancel any month.

How maintenance works

How this compares

Do it yourself with a SaaS toolHire a custom agencyUpmark Labs
Price A portal alert tool charges monthly per seat, tuned to its own algorithm A custom agency quotes after discovery calls Ours is one fixed price, shown on this page before you buy
Scope A portal tool matches on its own fixed set of signals An agency agrees scope during the project Ours is written on the Scope Card before purchase
Delivery A portal tool switches on the day you subscribe, tuned to nobody's own criteria An agency usually takes several weeks, set per project Ours has a fixed delivery time shown before you buy, with faster options
Match quality A portal tool ranks against generic signals, not your criteria An agency build depends on what was agreed Ours ranks against the criteria and history you define

Questions about this product

How much does AI Property Recommendation cost?

It is a single fixed build price, paid once, and the price and delivery panel on this page shows it for each delivery speed. That covers the Scope Card: up to three read-only sources such as your CRM and listing feed, one dashboard or recurring report plus five alerts, testing and a recorded handoff session. There is no per-buyer or per-match charge on top, and AI usage is billed to your own account.

How long until AI Property Recommendation is matching buyers to listings?

Each delivery speed has a fixed time shown in the price and delivery panel on this page, counted from the day your intake is complete and read access to your CRM and listing feed is verified. Sending clean buyer criteria fields and feed access early is the simplest way to keep to that date. The first ranked shortlists arrive during testing, before launch.

What data does AI Property Recommendation need from us?

We need read-only access to your CRM or listing feed, your own definitions of the metrics that matter, and at least three months of historical listing and buyer data to test the scoring against. Admin details and API keys are shared by adding our team as a user or creating a key you control, never by email, and one person on your side approves the criteria before launch.

How much does AI Property Recommendation cost to run each month?

Running costs sit outside the build price and are paid directly to your own providers, typically $20 to $150 a month for the AI model usage and the hosting or scheduler that keeps the matching job running. Busier buyer lists with more listings scored sit toward the higher end. Monthly maintenance is optional.

Can we change the matching criteria later?

Yes. Two rounds of changes are included in the build itself, so most adjustments to weighting or criteria happen before launch. After that, small changes such as a new metric or an adjusted rule fit inside the monthly change hours of maintenance, and a genuinely new dashboard or report is quoted separately as an add-on or Change Quote.

Does AI Property Recommendation replace our real estate CRM?

No. AI Property Recommendation reads from your existing CRM and listing feed rather than replacing either one. It scores what is already there and delivers a ranked shortlist to the channel you choose, so your CRM stays the single record of buyers, listings and deal history throughout the whole process.

How is AI Property Recommendation different from AI Buyer Assistant?

AI Property Recommendation is a scoring and ranking engine: it never speaks to a buyer directly, only to your team. AI Buyer Assistant is a conversational build that guides one buyer through their own search, viewing and offer questions. Many agencies run both together, with matches feeding what the assistant discusses with each buyer.

Who owns the matching logic and buyer data afterwards?

You do. The scoring profile, the connections, and every buyer and listing record stay in your own CRM, listing feed and hosting accounts, under your name throughout. We configure and test the matching logic during the build, hand over an admin guide and a recorded session, then step away at launch, apart from the 30 days of included support.

Stop guessing which buyer gets which listing.

Order AI Property Recommendation and it starts ranking your live listings against real buyer criteria on a fixed delivery date. The scope above is what you get, in writing, before you pay.

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