Matching Properties to an Applicant

In this guide, you will be shown how to match a property to multiple clients.

Click here for the video guide

First, you must navigate to the property that has been instructed and click the Matches section.

Once you have clicked on Matches it will produce a list of people that match this property. From here you can send your mail merge among other bulk actions. You can also filter the list down to only show the most relevant results to you.

Once you have clicked the filters list you can then select the options available to filter the list down. This can include only show 100% matches and filter by grade for example. Once you are happy you can click filter results.

In order to perform a bulk action on the list you must first select at least one property from the list. once you have done this you have 3 options.

- Mail Merge -  This will send a pre-designed template to your client with a list of properties that they might be interested in.

- Export - This will export the selected clients into a CSV file. 

- Create Task - You can create multiple reminders to chase up each property from the list of tasks.

- Bulk Correspondance - From here you can send an email to the selected clients. This will be an email you can type from scratch.

Once you are happy with the list you can send the mail merge to the customer. If you click on the Mail Merge option it will open up a window for you to send the properties.

From here you can select the template, branding and also which neg to sign it off as. Once you are happy with this you can click create. This will then send the clients the email with information about the property.

Please see our guide on 'Matching Applicants to Properties'

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