Industries
The buyer register: calling the right person the day a property comes in
An agency holds two lists that never speak to each other: what it has, and who is looking for what. Matching them is the job.
The article beside this one says the client file is worth more than the website. That is true, and it is a claim about the value of an asset — it says to keep it.
This article says how it is used. The difference is the one between owning a list and making a match, and it is larger than it looks: most agencies hold both necessary lists and never put them side by side.
Both lists are ordinary. On one side, what is in your portfolio; on the other, the people who came in, who viewed, who called, and who were looking for something specific you did not have that day.
The work described here consists of bringing the two together, twice a week, in fifteen minutes. We give no conversion rate, and section 10 explains why: when this work succeeds, it leaves no trace.
Two lists already exist, and they never speak
Every agency keeps the first list carefully: the properties in the portfolio, with their features, their photographs and their price. It is the heart of the trade and nobody forgets it.
The second exists too, in a degraded form: names in a phone, messages, viewings noted somewhere, people you remember were after a three-room flat near a particular district.
That second list is produced free by the agency’s ordinary activity. Everybody who calls about a property tells you, at the same time, what they are looking for — and that information is thrown away as soon as the conversation turns to the property in question. It is also why sorting inbound enquiries comes before the buyer list: what was not captured on arrival no longer exists the day a property comes in.
Bringing the two together is the agency’s job, and it is also what no website does for you: a portal connects a listing with somebody who happens to be looking at the right moment, which is a coincidence rather than work.
What a buyer register does is different: it removes the coincidence. On the day a property comes in, the question is no longer who will see it but who was waiting for it — and you often have the answer in writing from three months ago.
What a buyer line must contain
Seven fields are enough: the name, the way to reach them, the type of property, the area, the budget, the main constraint, and the date of the last conversation.
The area is written as the person said it, not normalised. "Near the school her daughter goes to" is more precise and more usable than the name of a commune, and normalising it destroys it.
The budget is noted as it was stated, with what makes it flexible or not. A buyer waiting on the sale of another property, a cash buyer and a buyer awaiting finance do not have the same budget even when they name the same figure.
The main constraint is the most useful field and the most rarely recorded: the thing without which nothing will happen. A ground floor for an elderly parent, an orientation, a deadline tied to the school year, a maximum floor. It is what eliminates false matches.
What must not appear is clear: nothing about family circumstances beyond what touches the property, nothing financial beyond the stated budget, and no judgement. A file is one day read by somebody else, and sometimes by the person concerned.
The criterion that counts is not the one you are given
Almost every buyer opens by naming a floor area and a budget, and almost none buys on those two. They are search criteria, not decision criteria.
Decision criteria appear during viewings and show in behaviour rather than in speech. Somebody who turns down three properties matching their brief and lingers over a fourth that does not has just told you what they are really after.
The practical consequence is that the line must be corrected after every viewing, in one sentence. It is the only maintenance this file requires, and it is what makes it accurate.
The correction is almost always the same kind of thing: a constraint not stated at the start, a budget more elastic than announced in one direction or the other, an area wider or narrower than indicated.
A file never corrected after a viewing is a file of opening statements, and it produces formally correct matches nobody follows up. It is the commonest cause of a register that "does not work".
The match: fifteen minutes, twice a week
The operation is mechanical and short. Take the properties that came in or changed since last time, and go through the buyer list looking for compatible lines.
It happens twice a week rather than once, for a reason of speed: in this trade, being the first to show a property to somebody who was waiting for it matters more than the quality of the presentation.
It needs no tool while the list fits on a few pages. Beyond that, a spreadsheet sorted by area then by budget does the work, and area is the right first sort because it is the least negotiable criterion.
Compatibility is judged on three fields rather than seven: the area, the main constraint, and the budget with a margin. Property type and floor area are stated criteria, and the previous section explains why they should not be treated as firm.
The output of those fifteen minutes is a list of two to six calls. That is a sustainable volume, which is the only reason this routine survives more than a month.
The call that works: the property first
The matching call is the easiest in the trade and it is often badly opened. The rule is to start with the property and not with the person.
"I have something that matches what you were looking for" opens on the property, establishes the reason for the call immediately, and says in one sentence that somebody remembered. It is the opposite of "how have you been since last time", which sounds like sales follow-up.
The three pieces of information to give in the first twenty seconds are the area, the price, and the constraint the person had set. The third is what makes the difference: it proves the match is real and not a mass send.
What must not be done is sending photographs before speaking. A listing received with no context is treated as a listing; the same one announced by phone and then sent is treated as a proposal.
And a no has to be accepted quickly. If the person has bought elsewhere or is no longer searching, the line is updated immediately — that is intelligence rather than failure, and it saves three pointless calls over the coming months.
A false positive costs more than silence
Offering somebody a property that does not fit is more damaging than offering nothing, and that is what makes the discipline of three fields important.
The reason is that the first matching call establishes a reputation: either you are somebody who calls when they have found something, or you are somebody who calls. The second category is never listened to again, and it is very easy to join.
The commonest false positive is on budget, and it comes from an honest confusion: a property ten per cent above looks reasonable to an agent who knows the market and is not reasonable to somebody whose financing plan is settled.
The second is on area, and it comes from the normalisation mentioned earlier. Two districts of the same commune can be unrelated for somebody organising their journeys around a school or a workplace.
The rule that protects is to state the gap rather than hide it. "This is slightly above what you told me, but the constraint you had is met" is an honest sentence, and it leaves the person to decide — which is exactly what a false positive denies them.
What the register teaches about what you take on
A buyer register has a second use, slower and more strategic than the first: it tells you what you should be taking on.
Read in one sitting it shows concentrations. Twelve people looking for the same thing in the same area and nothing to offer them for four months: that is prospecting intelligence nothing else gives you.
It is also quantifiable in front of a seller, and that is its most profitable use. Telling a hesitant owner you have nine buyers waiting for a property like theirs is a verifiable argument, unlike every usual promise made when taking on a mandate.
It says the reverse too, which is more uncomfortable and more useful: the categories of property you take on that nobody is looking for. A portfolio containing mostly those has a listing-acquisition problem, not a distribution problem.
That reading happens once a quarter, in half an hour, and it is the only moment this register produces a decision rather than a call.
Expiry: a line lives about six months
A buyer line is not eternal and treating it as one turns a register into a directory. A property search lasts a few months and ends, one way or another, without anybody telling you.
The rule that works is a checking contact at about six months: one sentence to find out whether the search is still live. It is not a follow-up, and phrasing it that way produces an answer in the great majority of cases.
The lines that reply are refreshed — often with criteria that have moved, which is useful in itself. The ones that do not go into reserve and stop being scanned during matching.
Do not delete them, though. Somebody who searched two years ago can come back, and an old line with a recorded constraint beats a conversation starting from nothing.
So the sorting that matters is not between keeping and discarding but between active and reserve. Only the active part is scanned twice a week, and that is what keeps the operation at fifteen minutes.
What may not be done with it
A buyer register is a set of personal data, and it contains sensitive information in the ordinary sense: where people want to live, on what budget, and why.
It was built within a frame — helping them with a search — and that purpose limits its use. Calling somebody about a matching property is part of it; passing the list to a colleague, a developer or a broker is not.
The commonest case is the most ordinary: sharing between agencies "as a favour". It is done in good faith, it is entirely understandable commercially, and it exposes people who neither knew nor agreed.
The second limit concerns content. Anything touching health, family circumstances beyond what is necessary, or the reasons behind a sale — a divorce, an inheritance, a difficulty — is not recorded and certainly not passed on.
We give no legal opinion and these obligations are checked with somebody whose profession that is. What we are describing is hygiene: limited access, deletion of lines with no use, and nothing written that you would not say in front of the person.
The register when a negotiator leaves
In this trade the relationship is carried by a person, and the register is what decides whether the agency keeps anything when that person goes.
The question is settled by three simple decisions and it is never settled afterwards. The register lives on an agency surface; buyers call the agency number; and the main constraint is written down rather than remembered.
The third is the neglected one and the most valuable. A name and a budget can be recovered; the fact that this person cannot take an upper floor because of their father’s mobility cannot, and it is precisely what made it possible to call them usefully.
None of this says anything about people’s loyalty. A negotiator who leaves legitimately takes their skill and their network; what has to stay is the register of searches entrusted to this agency.
The test can be run today: take three active buyers and ask somebody else to say what each is looking for and why. If they cannot, the register does not exist yet.
What is counted, and why success leaves no trace
Three things are counted once a quarter, on the register itself. The number of active lines, the number corrected after a viewing, and the number of matching calls made.
The second is the best indicator of the register’s quality and more revealing than the first. A hundred lines never corrected are worth less than thirty kept current, because the first produce formally correct matches nobody follows up.
The figure we will not give is the share of sales attributable to the register, and the obstacle is not the difficulty of the calculation. It is that the success of this work is invisible by construction.
When a match works it produces the simplest possible sale: one call, one viewing, one offer. And in an agency, nobody analyses an easy sale. The files people pick apart are the ones that dragged, and a sale in three days is filed under "it was a good property" or "we were lucky".
The result is that a well-kept register shows up as an absence — fewer properties sitting, fewer pointless viewings, fewer mandates lost. An absence cannot be counted, which is why the three figures at the top are about keeping the register rather than about its yield.
What we do, and what we refuse to do
What we do fits in half a day: we set the buyer register up with its seven fields, we fix the two weekly matching slots, and we write the call’s opening sentence in both your clients’ languages.
We do not call your buyers. A matching call rests on the memory of a conversation we did not have, and its entire value lies in the caller remembering the constraint. A third party reading a card cannot do that.
We do not build a tool hosting this register until the access question is settled with you, and we will take no part in any list-sharing between agencies. Those are the searches of people who neither knew nor agreed.
We will promise no share of sales attributable to the register, for the reason written in the previous section: the success of this work looks exactly like an easy sale, and a figure built on that would be an arbitrary attribution presented as a measurement.
Finally, everything that produces the result happens without us: writing the main constraint after every viewing, and spending fifteen minutes twice a week going through the list. It is free, and it is what an agency does when it calls the right person on the day a property comes in.
Frequently asked questions
What should be recorded about a buyer?
Seven fields: name, how to reach them, property type, area, budget, main constraint, date of last conversation. The area is written as the person said it — "near the school her daughter goes to" is more usable than a commune name — and the main constraint is the most useful field and the most rarely recorded.
Why correct the line after every viewing?
Because stated criteria are not decision criteria. Somebody who turns down three properties matching their brief and lingers over a fourth that does not has just told you what they are really after. A file never corrected produces formally correct matches nobody follows up — the commonest cause of a register that "does not work".
How often should matching happen?
Twice a week, fifteen minutes, on the properties that came in or changed since last time. Twice rather than once for a reason of speed: being the first to show a property to somebody who was waiting for it matters more than the quality of the presentation.
How should the call open?
With the property, never with the person. "I have something that matches what you were looking for" establishes the reason for the call and says in one sentence that somebody remembered. Give the area, the price and the constraint the person had set — the third proves the match is real. And do not send photographs before speaking.
Can the register be shared with a colleague?
No. It was built to help people with a search, and that purpose limits its use. Sharing between agencies is done in good faith and exposes people who neither knew nor agreed. The exact obligations are checked with somebody whose profession that is; what we describe is hygiene.
What share of sales comes from the register?
We do not know and we are wary of anybody who asserts it. When a match works it produces the simplest possible sale — one call, one viewing, one offer — and nobody analyses an easy sale. It is filed under "it was a good property" or "we were lucky". A well-kept register shows up as an absence, and an absence cannot be counted.
Where we come in
One sentence written after each viewing about what the person actually wants — not what they asked for — produces the whole result of this article.
- We put the buyer file into shape, with its seven fields.
- We place two appointments a week where somebody genuinely rereads it.
- We settle the access question before hosting anything at all.
We will not call your buyers: matching depends on remembering a conversation, and nobody outside was in it.
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