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This article outlines how to carry out a property or applicant match
Matching uses property Attributes and applicant Requirements combined with the Price/Rent ranges set on the property and applicant records - therefore, in order to make matching a success, it is imperative that all properties and applicants are set-up correctly
After matching, property lists/details can be quickly produced and sent by email
Matching a property to applicants (property match)
Click here for more information
1. Match button From the property: | |
2. Filter list The match figures are presented as a filter list, allowing you to see how the applicants have been matched along with the option to alter how many applicants are shown in the match list (see step 3) The total number of Applicants on System is shown first
Department/Available/Price is, out of the total number, those who match in the same department, who are active and whose price range matches that of the property
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
Match outside area allows you to pull applicants looking outside of the property area into the match
Use the 4 tick boxes at the bottom of the screen to alter who is matched e.g. untick Exclude previous matches when re-matching after a price reduction
When you are happy with the Total number of matches shown at the bottom of the screen:
Click Accept
|
3. Match results Use the up/down arrows on your keyboard to check the matched applicants, using the panels at the bottom of the screen for more information
If you do not wish to include an applicant in the match, press delete (or x) on your keyboard This puts an x to the left of their name (as shown for two applicants above) and updates the total count at the top of the screen - press delete/x again to put the applicant back into the match
If you want to add an applicant to the list, click + Add (top left) to search for their applicant record
Once you are happy with the match list... |
4. Emailing property details Email templates are usually set-up on your system to allow you to email details of a property to matched applicants | |
5. Send email The email will be produced with details of the property
Matched applicants (with email addresses added on the system) will be automatically entered in the BCC field - meaning that they will each receive the email without seeing the email addresses of other recipients
Usually the email will show some property detail such as main picture, price, number of bedrooms and a short description; it will also include a link to your company website where more details of the property can be viewed
| |
Matching an applicant to properties (applicant match)
Click here for more information
1. Match button From the applicant: | |
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 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 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 the 3 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... |
4. Emailing property details Email templates are usually set-up on your system to allow you to email details of matched properties to applicant
| |
5. Send email 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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