Applicant Facing

This guide will take you through creating a list of properties for an applicant to view within Rezi via the Applicant Facing method. It will change your Rezi into a presentation tool in which you can showcase your properties to potential buyers.

For a video guide click here

Navigate to the applicant card and click the “Property Searches” tab.

Select “View Matches” to create a list of property matches for this applicant. 

This will bring up the list from best to least suited in guidance with their search criteria.

Choose from this list which properties you would like them to view or simply “Select all” to display all the properties in their property list. You may also filter this list of results using the “Filter results” tab.

You may add any properties to this list by using the “Add another property” search bar.

Once you have selected your list of properties, click the “Applicant Facing” tab to allow your applicant to view these properties in a secure environment.

This will then take you into applicant facing mode.

Once you are in this mode, the applicant can browse the properties and state whether they like them safely and without access to the rest of your system.

To exit this view, you will require a system password. This can be provided to you by a member of our staff here at Dezrez.

• Related Articles

• Rezi PM Access

  Rezi PM Access If you have not used the Rezi admin area before, please follow this guide first to show you how to access and use it - https://my.dezrez.co.uk/portal/en/kb/articles/settings-and-preferences-new In your agency admin area, you can choose ...

• Plotting Street View and POI’s

  This guide sheet will take you through the process of Plotting Street view and recording Points of Interest within the Rezi system. Please see our video guide here Click on the Location Tab and this allows the user to plot the location or the area of ...

• Adding a Person with Search Criteria

  In this guide we'll go through how to add a client with a search on to the system. There is also a video guide on 'How to add a person with a search', which can be found by clicking the link. There are a few different areas within Rezi that will ...

• Matching an Applicant to Properties

  In this guide, you will be shown how to match a group to multiple properties. Click here to see a video guide First, you must navigate to a group and then click on the Property Searches tab. Once clicked you can select add a search either for Sale or ...

• Adding a Person

  In this guide we'll go through how to add a client on to the system. There is also a video guide on 'How to add a person', which can be found by clicking the link. There are a few different areas within Rezi that will allow you to register new ...