Matching

Matching (property to applicants & applicant to properties)

How to carry out a property or applicant match

Guidance on how to ensure successful matching

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

Solving match issues

Steps to work through if you find you have an applicant that won't match to a property, or vice versa

Collating matches

Collating matches allows multiple match results to be gathered together, resulting in each matched applicant being sent details of the properties they have been matched to in one mailing

Adding comments to match results

Adding follow up comments on match results 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

Matching using keywords (e.g. for investment properties)

How to use keywords when matching

Excluding an applicant from matching

When an applicant needs to be kept on the system but not matched to properties, it is possible to make the applicant inactive (which then excludes them from future matches)

Changing a property's match price range

How to adjust the match price range (often set to 10%) per property to ensure that a property is matched to a wider range of applicants - this is useful to do when a vendor is willing to take an offer on their property

Using hand match

When giving out individual property details on request the hand match function allows this to be logged in the applicant and property journals

When matching exclude properties with a sale proceeding or an arranging tenancy - configuration option

Configuration option which provides the option to exclude properties with a sale proceeding or an arranging tenancy when carrying out an applicant to property match