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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE |
Collating matches allows multiple match results to be gathered together, resulting in each matched applicant being sent details of the properties they have been matched to in one mailing
This is a useful and timesaving mailing tool to get details of multiple relevant properties out to each matched applicant within a single mailing per contact
Example
Match 1 15 Green Avenue matches to:
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Match 2 30 Mill Lane matches to:
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Match 3 Old School House matches to:
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Running a collated match
Collating can be done via applicant to property matching and/or property to applicant matching
1. Run a match Carry out the first match From the match list:
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2. Select collate From the Options section:
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3. Continue matching & collating
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4. Collate matches From the main menu:
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5. Email collated matches To send the collated matches via email:
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6. Clear collated matches After sending collated emails, a prompt is displayed to clear the collated matches
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Matches are logged in the relevant property and applicant journals, as usual |
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