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Note

Setting a contact’s Marketing Consent to Consent Denied does not remove them from being matched to properties

If a contact has requested that they are not included in matches, you should make their applicant record inactive instead
Via applicant record, click Sales/Lettings (middle panel) and select Mark as Inactive- as outlined here: Excluding an applicant from matching

This guide covers:

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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

Tip

The matched properties will be logged in the applicant Journal under the Match section
The applicant journal can then be used when contacting the applicant

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

Tip

Create journal entries tick box ensures that the matches will be logged in the applicant and property journals

Ticking Journal non-matches will include entries that were matched but were manually removed (as outlined in step 3) - these entries will be marked as Not matched

  • 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

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