This User Guide covers how to match your contacts to the properties on the system.
Go To Person Record> Requirements Tab and enter the applicant’s price range and match criteria, such as the property types and areas they require.
Click on Save.
Properties which match these requirements will appear. You can then choose how to send these to the applicant.
Email - This will email all the properties to the applicant
The default is Embedded HTML. This sends a clickable list of properties with brief descriptions and pictures to the applicant. If you wish to send a full PDF brochure for each property, click on the Type dropdown and select Full details. You can change the stencil for both the Embedded HTML email and the Full details to include more pictures if needed.
Enter a covering message and click on Submit. There may be pre-prepared choices for the covering message in the Quickmessage dropdown if your office has entered these.
Print - This will print Full details of the properties the person has matched to.
Select Full details from the “Type” dropdown to print Full details for each property. You can also change the stencil if needed.
To print a covering letter to send with the brochures click on the “Also print letter” dropdown and select the relevant letter. Once complete, click on Submit.
Browse: This will bring up a list of the matching properties
Double click on the property to view property information. If you wish to print or email a number of properties, tick the properties you wish to select, click on Output and select your option.