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TRE CRM

Texas Relocation Experts

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TRE CRM
Listings Leads 🔥 Specials Documents 📧 Emails Agents Admin 🐛
Smart Match Config Map Settings

Leads

0
Total Leads
0
Active Leads
0
New This Week
0
Needs Attention
0 selected
Lead Name ↕ View/Edit Health ↕ Lead Found Date ↕ Preference Summary Top Listing Options Agent Assigned ↕

Loading leads...

Agents

Agent Name ↕ View/Edit Leads Generated ↕ Leads Assigned ↕ Leads Closed (90d) ↕ Landing Page Actions
Missing preferences data
0 selected
Listings ↕ Rent Range ↕

🔥 Properties & Specials

🏢 Properties & Specials

Property Name ↕ Address Contact Info Phone Leniency Current Special(s) Actions

Document Progress Tracker

Lead Progress Tracking

0 leads

My Lead Progress

0 leads
0 leads

📧 Email Command Center

🚨 Email Alerts & Flags

📧 Email Transmission Log

Recipient Subject Template Status Engagement Sent Date Sent By Actions
Page 1

🐛 Bug Tracker

Bug Reports

ID ↕ Title ↕ Status ↕ Priority ↕ Page ↕ Reported By ↕ Created ↕ Actions

Admin Panel

User Management

Name ↕ Email Role ↕ Status ↕ Created ↕ Actions

Audit Log

⚙️ Smart Match Configuration

⚙️ SMART MATCH MISSION CONTROL

Algorithm Configuration Dashboard

SYSTEM STATUS

ONLINE
BEDROOM MODE EXACT
BATHROOM MODE EXACT
RENT TOLERANCE ±20%
FILTER PREVIEW ...
MAX RESULTS 10
LAST SYNC NEVER
🔍
FILTER
→
⚖️
SCORE
→
📊
DISPLAY

FILTERING CONTROLS

Configure property inclusion criteria and matching rules

How strictly to match bedroom requirements

How strictly to match bathroom requirements

±20%
0% 100%

Percentage above/below budget to include

How to handle pet policy requirements

30 days
0 days 365 days

Days before/after move-in date to include properties

SCORING ALGORITHM

Adjust property ranking weights and prioritization factors

25 pts
0 pts 100 pts

Points for rent within budget

10 pts
0 pts 100 pts

Bonus if available by desired date

80 pts
0 pts 100 pts

Base bonus for high commission properties

20 pts
0 pts 100 pts

Bonus points for PUMI properties

4.0%
0% 20%

Minimum commission % to receive bonus

DISPLAY SETTINGS

Configure result presentation and output parameters

10
1 50

Maximum number of properties to show per lead

Default sorting order for results

50
0 100

Minimum match score to include in results

👤 Lead Details

📝 TRE Internal Comments

Agent Details

👤 Agent Details

Top Listing Options — Lead

0 properties selected

Create ShowCase

Interested Leads - Property

Build Showcase

0 properties selected

Document History

Document Details - Lead Name

📧 Email Preview

To: lead@example.com
From: agent@company.com
🏠 Lead Name, We Found Your Perfect Match!
From: agent@company.com
Hi Lead Name! 👋

Great news! Our Smart Match system analyzed your preferences and found 5 properties that are perfect for you.

These aren't just random listings – they're intelligently matched based on your budget, location preferences, and move-in timeline.

✨ Personalized Just For You

Ready to Find Your New Home?

Let's schedule a tour of your favorite properties!

📅 Schedule a Tour
Your Dedicated Relocation Expert
Name: Agent Name
Email: agent@company.com
Phone: (555) 123-4567

Questions? Reply to this email or give me a call anytime. I'm here to help you find the perfect place to call home!

Texas Relocation Experts

© 2025 TRE CRM. All rights reserved.

You received this email because you requested property recommendations from us.

⚙️ Edit Property - Property Name

🔥 Active Specials

🚩 Status Flags

Broken Lease Acceptance

Eviction Acceptance

Criminal Background

Other Policies

Add User

👤 Agent Profile (for Landing Pages)

👤

Recommended: 400x400px, JPG/PNG/WebP, max 2MB

0/500 characters

You do not have permission to change this user's password.

Change Password

Profile Settings

This is how your name appears throughout the CRM
Email cannot be changed

Change Password

Minimum 6 characters
Password must be at least 6 characters
Passwords do not match

Notification Preferences

Get notified when leads are assigned, updated, or require attention

Add New Lead

📞 Update Property Contact Info

Select the apartment complex (not individual units)
Full property address
💡 Indicates how flexible this property is with application requirements (credit score, income verification, background checks, etc.)

🔥 Add New Special

💡 Property not listed? Add property contact info first

🔥 Edit Special -

🔥 Specials for

Special Commission Expires Actions

🔥 Active Specials for

Special Details Expires

Lead Status

    Click anywhere to dismiss

    🐛 Report Bug

    🐛 Bug Details

    Modal Title

    📝 Property Notes

    📝 Notes: Lead Name

    📋 Activity Log

    📝 Unit Notes

    ⚙️ Configure Unit

    Physical availability - uncheck if unit is currently leased
    Market visibility - uncheck to hide from showcases (unit stays in list but grayed out)

    🏘 Add New Property

    🏘 Basic Info

    🛏 Unit Details

    💰 Additional Info

    🗺 Map Location

    💡 Tip: Leave blank to auto-geocode from address

    📝 Notes

    🧪 Test Smart Match Configuration

    Select an existing lead or enter custom test criteria to preview how your current configuration settings will match properties. This uses your current form values (including unsaved changes).

    Choose a lead to auto-populate their preferences, or enter custom criteria below
    Your maximum monthly rent budget
    When you'd like to move in
    City or area you're looking in