Estate Agent Pro Enterprise

How do I match properties to applicants?

How do I match properties to applicants?

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How do I match properties to applicants?

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1. On the main screen click on the properties button. This will open the Properties Screen.

 

Properties button

 

2. Navigate to the applicable property either by clicking on it or using the progressive search facility.

 

Property List

 

3. Click on the Match button.

 

Match Button

 

4. This opens a popup the Matching Screen asking you if you wish to exclude properties already matched against this applicant.

 

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.