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

Matching in AgencyCloud is a powerful tool to match the properties you are marketing to relevant applicants - success with matching is dependent on how you set your property attributes and your applicant requirements - there are a few basic rules to follow to guarantee success

For information on how to carry out matching, click here:
Matching (property to applicants & applicant to properties)

1. Property attributes - first 3 columns

Ensure that the first 3 columns in property attributes are completed as fully and accurately as possible

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, therefore may differ to those shown below
    (although the principle of how the screen works is the same)

Complete each section in the first 3 columns, where possible

  • Each section (i.e. Type, Location/Parking, Style, Floor, etc.) in 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 (when combined with their rooms, price range and property area requirements)

Why do I need to do this? E.g. can I just tick Flat & complete the Rooms information?

Unless a section is not relevant, do not leave 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 section is only relevant to applicants who are looking for flats)

2. Property attributes 4th column (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:

  • None, one or more items can be ticked, as appropriate for the property

3. Property match price range

A match price range is applied to all properties, which is usually set to 10% (dependent on configuration, although in most cases it is set to 10%) - 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

Ensure that the first 3 columns in applicant requirements are completed as fully and accurately as possible

From applicant:

  • In the Requirements panel, click edit (pencil) icon

  • Complete the applicant requirements
    Attributes are set-up to meet business requirements, therefore may differ to those shown below
    (although the principle of how the screen works is the same)

Where the applicant has a preference, complete each section in the first 3 columns

5. Applicant requirements 4th column (far right)

6. Price range

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