Matching (property to applicants & applicant to properties)

1. Match button

From the property:

• Click the Match button (top left)

2. Filter list

The match figures are presented as a filter list, allowing you to see how the applicants have been matched along with the option to alter how many applicants are shown in the match list (see step 3)

• The total number of Applicants on System is shown first
  
  
• Department/Available/Price is, out of the total number, those who match in the same department, who are active and whose price range matches that of the property
  
  
• The next set of tick boxes (Rooms to Acreage) relates to the Attributes & Requirements set on the property & applicant - use the tick boxes to exclude any option from the match
  
  
• Match outside area allows you to pull applicants looking outside of the property area into the match
  
  
• Use the 4 tick boxes at the bottom of the screen to alter who is matched
  e.g. untick Exclude previous matches when re-matching after a price reduction
  
  When you are happy with the Total number of matches shown at the bottom of the screen:
  
  
• Click Accept

3. Match results

• Use the up/down arrows on your keyboard to check the matched applicants
  
  
• If you do not wish to include an applicant in the match, press delete (or x) on your keyboard
  This puts an x to the left of their name and updates the total count at the top left of the screen, as shown on two applicants above
  Press delete/x again to put the applicant back into the match
  
  
• If you want to add an applicant to the list, click Add to search for their applicant record
  
  Once you are happy with the match list:
  
  
• To email details of the property to each applicant on the list - click Report - see step 4 
  
  
• If you do not wish to email (i.e. you may wish to call each applicant instead) - click Exit
  This prompt will be displayed
  • Click Yes
    
  • The matched applicants will be logged in the property Journal under the Match section
    The property journal can then be used as a call out list
    
    

4. Emailing property details

Email templates are usually set-up on your system to allow you to email details of a property to matched applicants

• Click E-mail
  
  
• Click Proceed
  
  You may be asked if you wish to attach particulars - this will include the property details as an attachment
  

5. Send email

The email will be produced with details of the property

Matched applicants (with email addresses added on the system) will be automatically entered in the BCC field - meaning that they will each receive the email without seeing the email addresses of other recipients 

Usually the email will show some property detail such as main picture, price, number of bedrooms and a short description; it will also include a link to your company website where more details of the property can be viewed

1. Match button

From the applicant:

• Click the Match button (top left)

2. Filter list

The match figures are presented as a filter list, allowing you to see how the properties have been matched along with the option to alter how many properties are shown in the match list (see step 3)

• The total number of Properties on System is shown first
  
  
• Department/Available/Price is, out of the total number, properties that match in the same department, that are active and where the price matches the applicant price range
  
  
• The next set of tick boxes (Rooms to Acreage) relates to the Attributes & Requirements set on the property & applicant - use the tick boxes to exclude any option from the match
  
  
• Use the 3 tick boxes at the bottom of the screen to alter who is matched
  e.g. untick Exclude previous matches to include properties with a price reduction (that still match)
  
  When you are happy with the Total number of matches shown at the bottom of the screen:
  
  
• Click Accept

3. Match results

• Use the up/down arrows on your keyboard to check the matched properties
  
  
• If you do not wish to include a property in the match, press delete (or x) on your keyboard
  This puts an x to the left of the property and updates the total count at the top left of the screen, as shown on two properties above
  Press delete/x again to put the property back into the match
  
  
• If you want to add a property to the list, click Add to search for the property record
  
  Once you are happy with the match list:
  
  
• To email the applicant with details of the matched properties - click Report - see step 4 
  
  
• If you do not wish to email (i.e. you may wish to call the applicant instead) - click Exit
  This prompt will be displayed
  • Click Yes
    
    
  • The matched properties will be logged in the applicant Journal under the Match section
    The applicant journal can then be used when contacting the applicant
    
    

4. Emailing property details

Email templates are usually set-up on your system to allow you to email details of matched properties to applicant

• Click E-mail
  
  
• Click Proceed
  
  Your applicant needs to have an email address entered on their applicant record in order for an email to be produced
  (as shown in step 5)

5. Send email

The email will be produced with details of the matched properties

Usually the email will show some property detail such as main picture, price, number of bedrooms and a short description; it will also include links to your company website where more details of the properties can be viewed