Extra Requirements Demands
How to configure additional requirements in a real estate demand record
Additional requirements allow you to precisely define the features that the property sought within a demand must have, or must exclude. This section operates through a checklist that facilitates recording specific preferences, such as the presence of an elevator, furniture, terrace, pet acceptance, or whether it is a bank-owned property.
Configuring these criteria clearly and in detail helps ensure the demand accurately reflects the client's real needs, avoiding confusion between desirable preferences and exclusionary conditions.
Definition of additional requirements in a demand
Additional requirements are complementary conditions incorporated into a real estate demand record. They do not replace the fundamental search data, such as property type, location, or price range, but add specific features that can be decisive for the final choice.
This section is designed as a system of checkboxes, where each option can indicate one of the following situations:
• Mandatory requirement: the property must have this feature.
• Exclusionary requirement: the property must not have this condition.
• No selection: the criterion is not relevant to the demand.
For example, a demand may explicitly require the existence of an elevator and furniture, accept terrace, patio, or balcony as alternatives, and exclude properties that allow pets.
Location of additional requirements on the platform
To configure these requirements, you must first access the specific demand record from the corresponding area:
• Enter the Demands section from the navigation sidebar.
• Select the demand record you want to review or modify.
• Locate the information tabs within the record.
• Click on the More tab, located at the end of the tab line.
• In the dropdown menu, select Extra Requirements.
In the record, the general information of the demand remains visible in the left side panel, while the main area allows navigation between different sections, such as general information, internal data, follow-ups, documents, communications, cross-configuration, type, location, and price.
Step-by-step guide to editing additional requirements
Once inside the extra requirements section, it is essential to activate edit mode to modify existing selections:
• Press the Edit button within the Extra Requirements section.
• Carefully review each of the available checkboxes for the demand.
• Mark the essential features that the property must include.
• Double-click on an option to explicitly indicate that this feature is not acceptable.
• Verify that each requirement correctly reflects whether it is a preference, an exclusion, or an indifferent condition.
Double-clicking changes the state of an option to show a cross, a symbol identifying an unwanted feature. This distinction is crucial: it is not the same to not specify pet acceptance as to explicitly declare that properties allowing pets are not desired.
Representative examples of additional requirements
Additional requirements allow recording details that are often decisive in a real estate search. Among the most common options are:
• Elevator: essential when comfortable and accessible access to upper floors is required.
• Furniture: indicates interest in properties delivered furnished.
• Front line: especially relevant for demands for properties in coastal or beach areas.
• Terrace, patio, or balcony: can be considered valid alternatives to satisfy the need for outdoor space.
• Pets: allows excluding properties that allow animals by double-clicking to mark the exclusion.
• Bank entity: can be marked as an unwanted feature if properties owned by banks are not desired.
How to differentiate between mandatory requirements, preferences, and alternatives
Before defining the requirements, it is essential to correctly interpret the client's priorities, as not all features have the same importance.
Essential requirements
These are those without which the property does not meet the demand. For example, if an elevator is required, this feature must be marked as mandatory.
Flexible preferences
These are positively valued attributes that, however, are not decisive. In these cases, it is preferable not to consider them as exclusions if they are not met.
Alternative options
Sometimes, several features satisfy the same need. For example, for outdoor space, a terrace, patio, or balcony may be sufficient. These should be configured as valid alternatives, not as cumulative requirements.
Exclusionary features
These are those that invalidate a property for the demand. To indicate them, double-click is used to activate the exclusion cross, making clear that the condition is not indifferent but contrary to what is requested.
Common mistakes when configuring additional requirements
An imprecise configuration can hinder the correct interpretation and selection of the demand. The most frequent mistakes to avoid are:
• Marking all options as mandatory: can turn a flexible search into one that is too restrictive and limiting.
• Not using explicit exclusion: leaving an option unmarked does not imply it is unacceptable, which can cause misunderstandings.
• Confusing alternatives with cumulative requirements: demanding terrace, patio, and balcony simultaneously when any one of them is sufficient.
• Forgetting to activate edit mode: it is necessary to enter edit mode to modify the requirements.
• Not reviewing the complete demand record: additional requirements complement but do not replace essential data such as location, property type, and budget.
Checklist to validate a demand before finalizing it
Before concluding the configuration, use this checklist to ensure the coherence and accuracy of the demand:
• Have only the truly necessary features been marked?
• Have exclusionary conditions been clearly identified with the cross?
• Have equivalent options been correctly treated as alternatives and not as simultaneously mandatory?
• Are the additional requirements consistent with the main criteria of location, property type, and budget?
• Has the conversion of preferences into mandatory conditions that could unnecessarily limit the search been avoided?
Conclusion
The additional requirements section is a key tool to detail in an orderly and visual way the features that a real estate demand needs, accepts, or rejects. By accessing the demand record, navigating the More menu, and selecting Extra Requirements, it is possible to establish desired criteria and exclude those not acceptable through the double-click function.
A carefully crafted configuration significantly improves the accuracy of the demand, facilitating a more effective search tailored to the client's real preferences.
Perguntas frequentes
Isto foi útil?