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 Lettings.

Once you have clicked either 'Buy a property' or 'Rent a property' you will have the option to add search criteria. From this area, you can add the clients budget. This will be in the form of budget from and budget too. You can also select the financial status from the dropdown menu.

You can select where the client wants to live and where they don't want to live. Once you have clicked this you will have the option to either search for an area or select an area from your favourites. To add an area to your favourites you must click the star icon next to the area and it'll be stored against your branch options.  Once you are happy with the locations you can press done.

The next stage is to select what the customer would like. This can include the number of bedrooms and property types. There are quick buttons to allow you to select all houses etc. So if someone is looking for a flat you can select all flats. Once you are happy with this, select done which will take you back to the main screen.

The next stage is to add in the 'would likes' that the customer may ask for but it's not a must. In this section, you can select property types and also tags the property may have. These can be 'double garage' or 'close to the train station'. These tags are determined by you the user.

Once you are happy with all the customer likes you do have the option of adding in what they would not like. These options are on the opposite side of the screen and are identical to the likes, so you can follow the above guide to select the 'would not likes'.

Once you are happy with the criteria the customer has asked for you can click the button for 'Save and view matches'. This will take the criteria you have added into the system and produce a list of properties that match the criteria. 

It will then display in a list properties that this customer has matched to. From here you can filter the list down and perform some bulk actions. The list of properties in this list is based on the criteria added. There is a perfect system to some properties will be 100% matched and some might be lower. this is due to them missing some criteria that might be an edge case. This allows you to make a decision on whether to send it to them or not.

Once you have clicked the filters list you can then select the options available to filter the list down. This can include only showing 100% matches and excluding under offer properties. once 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.

- Applicant Facing - This will change your rezi into a read-only screen with no sensitive data. Perfect for handing control over to the client for them to view the property face to face.

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

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 client the email with the properties.

Please see our guide on 'Matching Properties to an Applicant'

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