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This page outlines how to use Keywords when matching.

You cannot manually enter your own keywords into the system; they must first be requested by a key contact via: Click Here

Please Note:

We do not use an attribute to define investment, as this is subjective and attributes are used for definitive classifications / identification.

1A. Where to select your Keywords (Applicant)

  • Go to your Applicant Record


  • Click on Requirements


  • Select or enter your Keyword at the top of the menu

1B. Where to select your Keywords (Property)

  • Go to your Property Record


  • Click on Attributes


  • Click on Keywords & Changes


  • Select or enter your Keyword at the bottom of the menu

3. The Matching screen

  • Make sure you have the following option ticked when matching


  • If a property and applicant have the same Keyword and the other criteria meet, they will match


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