Real Estate · Sales

Off-Market / Pocket Listing Matching

Match qualified buyers to off-market or pre-launch listings.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup

How it works

  1. Maintains a list of qualified, ready-to-move buyers matched against upcoming listings still in preparation, cross-referenced from the CRM and internal pipeline.
  2. Notifies matched buyers of the off-market opportunity with appropriate confidentiality handling.
  3. Coordinates an early private viewing if there's mutual interest, booked via the calendar API.
  4. Moves the listing to public marketing if no off-market match converts within an agreed window.

Data sources

CRM qualified buyer criteria Internal pre-listing pipeline

What it targets

  • Off-market opportunities matched to a qualified buyer Target 30%
  • Off-market-to-sale conversion Target 40%