Guidance on how to ensure successful matching

1. Property attributes - first 3 columns

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 needs, therefore are likely to differ from those shown below
  (although the principle of how the screen works is the same)

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Complete each section within the first 3 columns, where possible

• Where relevant, each section (i.e. Type, Location/Parking, Style, Floor, etc.) within 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
  Leaving the Floor section blank is acceptable, as this section is not relevant to the property

• Enter Rooms information and any other information you wish to record in the bottom panel

2. Property attributes ‘Special’ section (far right)

From property attributes, in Special:

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

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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

• When needed, the match price range can be adjusted per property - this is set via the property Financial screen, click here for more information: Changing a property's match price range

4. Applicant requirements - first 3 columns

From applicant:

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

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

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

• In the first three columns, any tick represents a preference
  If the applicant has no preferences in a column then no boxes should be ticked - all property types in that column will then be matched

• Ticking boxes indicates an either/or preference which then reflects in the match results
  For example, ticking house will only match houses - ticking bungalow and house will match bungalows and houses

• Add the minimum number of bedrooms, reception rooms and bathrooms

• Tick Location to specify the Areas the applicant wants to look in

• In the example above, the applicant will be matched (within their price range) to 4 bedroom houses of any age/decoration that are detached or semi-detached, with a garden, in south-west London

5. Applicant requirements ‘Must Have’ section (far right)

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• Any tick in this section represents an essential requirement
  For example, if the applicant needs to find a retirement property, ticking Retirement will prevent
  non-retirement properties from being matched

• If none of the items in this section are essential, then this column should be left blank - this will ensure that the applicant will be matched to properties that do/don’t have these attributes

6. Applicant price range

From applicant Requirements panel:

• Sales applicant

  • Enter the price range the applicant is looking to buy within

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• Lettings applicant

  • Enter the price range the applicant is looking to rent within

  • Click the menu to the right and select the rent frequency (e.g. Monthly)

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