Estate Agent Pro Enterprise

How do I match applicants to properties?

How do I match applicants to properties?

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How do I match applicants to properties?

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1. On the main screen click on the applicants button.

 

Applicants Button

 

2. Navigate to the applicable applicant either by clicking on them or using the progressive search facility.

 

ApplicantScreenApplicantsGrid

 

3. Click on the match button.

 

Match Button

 

4. You will be asked if you wish to exclude properties already matched. Click on the Yes or No button as appropriate.

 

Confirmation Screen

 

5. After a short delay the Applicant/Property Matching Screen will be displayed where you can choose to communicate the results of the matching process to the applicant by text, email or letter.