Property Matching
In the ‘Property’ module open the property record you wish
to find a tenant for and in the ‘Property’ window click on ‘Find a Tenant’.
This will open up the ‘Applicant Match’ screen; from here
you use searchable parameters on the ‘Narrow Search’ options in the left hand
column, which will look at desired districts, house types, rental prices and
number of bedrooms. You can also rate the score from 0 – 4 to find the best
tenant matches. (If you have created contacts with searchable parameters, see
Adding a New Applicant Record document.)
When you have found your prospective tenant you can
highlight them and use the ‘Viewing’ button to book a viewing of the property
for that applicant.
The contact will be selected and put into the ‘Contact
Field’.
You can select who will go with the applicant to the
property; the property will also be displayed on the right hand field. Select
the date and time of the viewing and add any notes required.
After the viewing you can adjust the viewing by adding the
‘Outcome’ and the rating based on how well you think the viewing went. You can
click on the ‘Follow Up’ tab to add a second viewing or any additional notes if
required.
When completed ‘Save and Exit’ from both screens.
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