How do I match properties to an applicant?

You can use the matching features to see a list of properties that match the applicants' requirements. You can then email the applicant with links to those properties on your website.

  1. Find the applicant using the Applicants list or customer search
  2. Select the applicant from the list
  3. Click on the 'Matches' tab and all new matching properties will be displayed
  4. Tick each property you would like to action and click on Print, Email or Delete
  5. Choose a template from the drop down list (if necessary)

The match email will then be queued and sent out as soon as possible.

If you'd like to change the match email template, go to Admin, Templates, Match Emails and change the template using the online editor.

Topic: Applicants

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