Guidance on how to ensure successful matching
This guide has been reviewed against our global client base and classed as relevant to all regions
Matching 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 the property attributes screen are completed as fully & accurately as possible - at least one option in each section should be selected (where relevant) From property:
Complete each section within the first 3 columns, where possible
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2. Property attributes ‘Special’ section (far right) From property attributes, in Special:
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3. Property match price range (sales properties) A match price range is applied to all sales 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
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4. Applicant requirements - first 3 columns From applicant:
Where the applicant has a preference, complete each section in the first 3 columns
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5. Applicant requirements ‘Must Have’ section (far right)
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6. Applicant price range From applicant Requirements panel:
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