Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

Follow up comments can be added to match results in the journal to indicate applicants’ thoughts on a property. This is particularly useful for properties that are not generating viewings or interest, as the comments can be used to identify why this might be the case.


1. Adding comments to the applicant journal

When speaking to an applicant to gain their feedback on property details sent out:

  • Open the applicant journal and expand the Matches section

  • Select a property to write follow up comments on

  • Click Follow up

  • Enter comments and click the cross icon to close the window
    Comments are automatically saved

    Continue adding comments for other properties, where possible


2. Accessing comments in the property journal

Before carrying out a vendor/landlord update:

  • Open the property journal and expand the Matches section

  • The follow up comments already added are displayed beside the matched applicants

    This provides information to pass on to the client regarding interest on their property


3. Searching the journal

If looking for notes entered within a particular time frame (e.g. since the property had a price change):

  • Enter the relevant date range in the Dates fields; the journal will automatically filter out all entries outside of this range

  • To show all entries again, click Filter Options, Clear All Filters

The Word Search field can be used to find entries with a particular note added:

  • Type the key word(s) and press Enter

  • To show all entries again, click Filter Options, Clear All Filters

  • No labels