1. Property attributes - first 3 columns | Tip |
|---|
Ensure that the first 3 columns in the property attributes screen are completed as fully |
| and & accurately as possible - at least one option in each section should be selected (where relevant) |
From property: In the Attributes panel, click edit (pencil) icon Complete the attributes to match the property you are marketing
Attributes are set-up to meet business
| requirements | may | to  Image ModifiedComplete each section | in within the first 3 columns, where possible | Each Where relevant, each section (i.e. Type, Location/Parking, Style, Floor, etc.)
| in within the first 3 columns should contain at least one tick to describe the property you are marketing As shown in the example above, the property is a period style terraced house with a garden and in a town/city situation - ticking these options will ensure that applicants who are looking for these attributes (as indicated in their requirements) will be matched to this property
| ( | )
Leaving the Floor section blank is acceptable, as this section is not relevant to the property
Enter Rooms information and any other information you wish to record in the bottom panel
| Note |
|---|
Why do I need to do this? E.g. I’m marketing a 2 bedroom flat, can I just tick |
| Flat | complete | Rooms rooms information? Unless a section is not relevant, |
| do not leave avoid leaving a section blank |
| - ; to ensure that a property matches to applicants, the system is configured to match applicants to properties that have been left with blank sections in their attributes, meaning that a completely blank property attributes section will match regardless of applicant ticks in that section For example, if a flat is being marketed, and just ‘flat’is ticked in property attributes, applicants could be matched to the flat who are looking for any style of house and with any type of situation (due to these sections within the attributes being blank), therefore this could result in applicants being matched to the flat who are looking for a detached house, due to the style column on the property being blank For the property above, as it is a house, Floor is not relevant, therefore leaving the floor section blank in this situation is acceptable (as |
| the floor this section is only relevant to applicants |
| who are |
2. Property attributes | 4th column ‘Special’ section (far right) | The 4th/far right column (titled Special in this example) translates to applicant requirements as the ‘must have’ items - care needs to be taken on applicant requirements as to how many of the special/must have items are ticked (see step 5 below)
From property attributes, in Special:  Image Modified |
3. Property match price range (sales properties) A match price range is applied to all sales properties, which is usually set to 10% (dependent on configuration, although in most cases it is set to 10%) | - this This means that when applicants are matched to properties, the match results will include applicants whose price range falls within 10% below and 10% above the property price |
4. Applicant requirements - first 3 columns | Note |
|---|
Ensure that the first 3 columns in applicant requirements are completed |
| as fully and accurately as possibleto suit the applicant’s property search - it is advised to limit the amount of requirement options selected to ensure that the applicant matches to a good selection of properties |
From applicant: | Attributes | requirements | may | to |
 Image ModifiedWhere the applicant has a preference, complete each section in the first 3 columns In the first three columns, any tick represents a preference
If the applicant has no preferences in a column then no boxes should be ticked - all property types in that column will then be matched Ticking boxes indicates an either/or preference which then reflects in the match results
For example, ticking house will only match houses - ticking bungalow and house will match bungalows and houses Add the minimum number of bedrooms, reception rooms and bathrooms Tick Location to specify the Areas the applicant wants to look in In the example above, the applicant will be matched (within their price range) to 4 bedroom houses of any age/decoration that are detached or semi-detached, with a garden, in south-west London
|
5. Applicant requirements | 4th column ‘Must Have’ section (far right) | Note |
|---|
An option in the Must Have section should only be ticked when the requirement is absolutely essential for the applicant |
 Image AddedAny tick in this section represents an essential requirement
For example, if the applicant needs to find a retirement property, ticking Retirement will prevent
non-retirement properties from being matched If none of the items in this section are essential, then this column should be left blank - this will ensure that the applicant will be matched to properties that do/don’t have these attributes
| Note |
|---|
If more than one tick is selected, the applicant will only be matched to properties that have all corresponding attributes in that section ticked
e.g. ticking double garage and triple garage will only match to properties that have both a double garage and atriple garage and will result in the applicant not matching to any properties |
|
