The overall score is weighted upon the metrics on the adjoining graphic which displays applicants counts calculated by the success of each data element
- Understanding these data elements appear straight forward in their meaning, but are hugely influential toward the impact of your service and the ability to prospect or nurture for more business
For example, Phone, Email and Postcode are three metrics to where a perfect, or near perfect, score should be expected, as naturally, they will all influence your ability to contact your database successfully.
Let’s look at the remaining metrics and understand their influence:
An applicant record will be marked as successful providing they have at least one requirement checked within the applicant Requirements screen
A non-checked Requirements screen will result in applicants being matched to all types of property, all styles, with or without garden, etc.
This looks at Areas in the applicant Requirements screen - also very influential towards matching
Not setting areas means you could potentially be matching properties wildly outside of an applicant's desired location.
- Price Range
Hugely influential toward matching - most applicants will have a budget in mind, so why match properties that they cannot afford? Worth noting however, this score may not always be perfect due to the volume of investors that may have a wide ranging budget.
If you are looking to prospect smarter, completing the Status screen for all your applicants as accurately as possible, should be the first place to start. Any applicant with a selling position set which indicates that they have a property to sell, provides an instruction opportunity for your business. The Status screen is also where you can also record an applicant's ability to proceed, their buying position and reason - which is all useful data to be aware of.