How do I match properties to an applicant?

  1. Locate the applicant from the applicants list, or search their second name in the header customer search
  2. Select the applicant from the list
  3. Click on the 'Matches' tab and all matching properties will be displayed
  4. Review the list of ticked matches then click on Print, Email or Delete
  5. Choose a template from the drop down list (if necessary)

Video Guide

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