Page Comparison

1. Match button

From the applicant:

• Click the Match button (top left)

  

2. Filter list

The match figures are presented as a filter list, allowing you to see how the properties have been matched along with the option to alter how many properties are shown in the match list (see step 3)

• The total number of Properties on System is shown first

• Department/Available/Price is, out of the total number, properties that match in the same department, that are active and where the price matches the applicant price range

• The next set of tick boxes (Rooms to Acreage) relates to the Attributes & Requirements set on the property & applicant - use the tick boxes to exclude any option from the match

• Use the 3 4 tick boxes at the bottom of the screen to alter who is matched
  e.g. untick Exclude previous matches to include properties with a price reduction (that still match)

When you are happy with the Total number of matches shown at the bottom of the screen:

• Click Accept

3. Match results

The matched properties are shown in a grid:

• Use the up/down arrows on your keyboard to check the matched properties

• If you do not wish to include a property in the match, press delete (or x) on your keyboard
  This puts an x to the left of the property (as shown for 2 properties above) and updates the total count at the top of the screen - press delete/x again to put the property back into the match

• If you want to add a property to the list, click + Add (top left) to search for the property record

• Click Applicant Preview which allows the list of properties to be displayed in a format suitable for showing applicants
  i.e. large property pictures, property description, no vendor/landlord details, shortcuts to view map, run slideshow and access full property details

• Tick Show on Map to see matched properties on a Google Map

• Right-clicking over a property offers shortcut options to Create Viewing or View/Prepare Details

  

Once you are happy with the match list:

• To email the applicant with details of the matched properties - click Print - see step 4 

• If you do not wish to email (i.e. you may wish to call the applicant instead)

  • Click Exit (top right) - this prompt will be displayed

    

  • Click Yes

4. Email property details

Email templates are usually set-up on your system to allow you to email details of matched properties to the applicant

From match results screen (shown in step 3):

• Click Print

• Click E-mail and click Proceed
  Your applicant needs to have an email address entered on their applicant record in order for an email to be produced, see next step

  

• The email will be produced with details of the matched properties

• Usually the email will show some property detail such as main picture, price, number of bedrooms and a short description - it will also include links to your company website where more details of the properties can be viewed