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This guide has been reviewed against our global client base and classed as relevant to all regions

This page outlines how to use keywords when matching

Keywords should be used to identify key/potential features for a property or land type that is not recognised as a defined property classification - such as an investment property (as this is subjective)

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Tip

Keywords must first be added to your Reapit system configuration

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- this should be requested via your key contact

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using this form

Property Attributes are

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used purely for definitive classifications or identification

1. Select your keyword

Expand
titleFrom an applicant record

- In the Requirements section, click the pencil icon to edit

- In the Keywords field at the top, start typing your keyword then select from the list

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Expand
titleFrom a property record

- In the Attributes section, click the pencil icon to edit

- Click Keywords & Charges at the top of the screen

- In the Keywords section at the bottom, start typing your keyword then select from the list

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Image Added

2. Matching using keywords

  • When matching, ensure you have the Keywords option ticked in the matching criteria screen

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  • If a property and applicant have the same Keyword and the other criteria also correspond, the applicant and property will match

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How to use keywords when matching