Estate Agent Pro Enterprise

Applicant/Property Matching Screen

Applicant/Property Matching Screen

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Applicant/Property Matching Screen

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This screen displays either properties that have been matched against applicants or applicants that have matched against properties according to the criteria entered. The results of this search can be communicated to the applicant/vendor in a number of ways. The example shown is for applicants matched against a single property. Multiple applicants can be matched against multiple properties from the Report Generator Screen.

 

Property Matching Screen Applicant/Property Matching Screen

 

PropertyMatchingScreen

 

This screen can be broken down into 4 primary areas.

 

Applicant/Property Grid Applicant/Property Grid

 

PropertyMatchingScreenApplicantPropertyGrid

This grid contains a list of properties which matched the applicants criteria. At this point these matches have been stored in the database. Matches can be modified as follows.

 

Include Checkbox

Removing the check from the Inc(lude) column will remove the stored match.

 

When a text message is sent, an email is sent or a letter is printed the sent btnCheckBox check box is automatically updated. This means that if for example you wanted to email all those applicants that have an email you would click the 'Email All' button which would send an email to all those applicants with a valid email address. You could then print a letter to only those that have not been sent an email by clicking the 'Print All' button.

 

Add Property Button

Clicking this button will allow you to force a selected property to be included in the match. This could be used for example if you believe that the applicant would be interested in a certain property even though it doesn't exactly match their criteria.

 

Add Viewing Button

You may have decided to telephone the applicant giving details of the match and want to add a viewing now.

 

Contact Details Grid Contact Details Grid

 

PropertyMatchingScreenContactDetails

These are the contact details that have been entered for the applicant and the vendor of the focused property.

Clicking on the Mobile phonebButton button will open a screen to enable you to send text messages to whoever is detailed in the Whom column. This has to be configured and additional charges apply.

Clicking on the Mail button will open a screen enabling you to send an email.

Both of these types of communication will be stored under Draft & Sent Communications of the applicant or vendor respectively.

Applicant Letter Applicant Letter

 

PropertyMatchingScreenLetter

Any number of standard letters specifically for applicants, vendors and marketing can be defined by your system administrator and provide standard mail-merge capabilities. As can be seen from this example, signatures can even be merged! The letter to use can be selected by using the Applicant Letter Dropdown List drop down list.

 

Once merged these letters can be edited before being texted, emailed or printed. The sending/printing of these letters is covered in the Ribbon Bar section below.

 

Spell checking, similar to Microsoft Word is used in all letters and certain other areas as appropriate. Misspelled words are underlined with a red squiggly line e.g. MisspelledWord. Right mouse clicking on the word will provide a list of alternatives.

 

A thesaurus is available by placing the cursor on any word and then clicking the btnThesaurus button. A screen will be displayed which allows you to replace the current word with a synonym or antonym.

 

Standard phrases, defined by your system administrator can be inserted using the btnInsertField button.

Ribbon Bar Ribbon Bar

 

PropertyMatchingScreenRibbon

 

It is not the intention of this document to provide an explanation of standard functions found in the Clipboard, Editing and Font ribbon bar groups with the exception of the usage of the btnThesaurus thesaurus and btnInsertField Insert Phrase buttons which has already been covered under the Applicant Letter section above.

 

Email Selected Button

This will open the Email Screen populated with the mail-merged letter along with any attachments added with the selected applicant set as the recipient. Your Email logo if defined is automatically added to the top of the email. At this point additional recipients or cc's can be added. Once sent the letter will be stored, along with any attachments, in the applicants sent letters. The checkbox in the Sent column will be automatically checked. If this button is disabled it is because the applicant doesn't have an email address or email has not been configured by your system administrator.

Attachments Button

btnAttachmentsSplit

This is a split button. If the top part of the button is clicked a dialog will be displayed enabling you to select a file to attach. If the bottom part of the button is clicked  a drop down list will be displayed listing the current attachments and a selection of Estate Agent Pro reports containing details of the properties matched. There is also an option to clear the attachment list. Any number of attachments can be added.

Print Selected Button

Prints the letter and, as the system assumes you will be posting this to the applicant, stores it in the applicants sent letters. The checkbox in the Sent column will be automatically checked.

Property List Button

This generates a report of the list of properties matched against the applicant which can be printed. This is designed to be used as a reminder if you wish to send property particulars by post and need to select them later. This is particularly of use when matching multiple applicants at the same time from the report generator.

Print Labels Button

This prints address labels for all applicants. This is particularly of use when matching multiple applicants at the same time from the report generator.

Text Selected Button

This will open the SMS Text Messaging Screen populated with the mail-merged letter. Once sent the letter will be stored in the applicants sent letters. Letters sent as text messages should be brief as the maximum content of each message is limited to 160 characters. If it is more than this it will be sent as multiple texts. The checkbox in the Sent column will be automatically checked. If this button is disabled it is because the applicant doesn't have a mobile, this functionality has been disabled for the applicant or text messaging has not been configured by your system administrator.

Note Additional charges apply.

Google Map Button

Opens the Google Maps interface with the focused property displayed. There is an option to show all other properties.

 

Please refer to the Google Map screen for more information.