Client Recommendation Engine
Personalized Investment Matching & Access Hub
Configure nonexclusive investor interest groups, set your Smart ALL / ANY matching logic, and manage temporary search overrides. Preferences are saved to your Cloud account.
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Matching Logic Mode
Verification Status
Current Level:public
Signed Buyer Agency Agreements (BAA) unlock confidential seller notes, Rentometer PDF reports, AirDNA STR analytics, and video tours. BAA verification is managed server-side by Blue Chariot staff; future SkySlope signing-status integration is planned.
Investor Group Preferences
Select nonexclusive criteria that define your investment focus
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Property Activity
Views and engagement events are stored in the Hub Cloud database and associated to your account. (Future: GHL Contact ID / Buying Buddy Lead ID association.)
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