Matching

Matching of applicant requirements to properties can be performed automatically on entry of a new requirement or property. Alternatively you can produce lists of matching properties from a general search.

A matching history of properties to applicants is maintained. From these matching records you can send out particulars, arrange viewings, record offers made and progress to a letting or sale.

Key dates such as the date the details were sent or the date the property was viewed are recorded in the Agency diary. You can set up your own warning and reminder actions (e.g. to prompt for follow-up) to appear automatically in the diary whenever a key date is entered.

     

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