Match a property to Applicants

1. Select the property from the list then click on the Matching tab.

 

 

2. You might see lots of Applicants in the matching screen. These can be filtered down by using the filters like : Date Types (Registered/Last Contact/Next Contact) for example if you would like to send the property to all Applicants who registered today you can change the filters to allow this. Click on Match to apply the filter.

 

 

3. Click on the tick boxes on the right hand side to choose who you would like to send the property to. Once these are selected you can then click on Send Email. If you click on the cog next to the tick box you could also book a viewing for the matched property from here.

 


4. Select the template you would like to send. This will bring up the edit email screen you can change the email before you send this. Or you can click on Preview button to see how the email will look when sent to the Applicant. If you are happy then click on the Orange Send button.