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Lesson 2: Add properties to your client's report
Lesson 2: Add properties to your client's report

Adding properties to your longlist and shortlist and how to manage them

Holly Leavy avatar
Written by Holly Leavy
Updated over a month ago

Goal

Stay ahead in meeting client needs by presenting carefully selected options that closely match their requirements, showcasing your attention to detail and commitment to finding the best fit.

Why

Proactively search society disposals that match your clients criteria to curate a report to present back to your client



Proactively find properties that match your client's requirement

After you've published your acquisition you can click the 'Add properties to your report' button, or simply press 'Find Matches' in the sub navigation.

Searching & review properties

You'll be presented with a list of properties that the system thinks matches your clients search criteria.

Explore the properties

View a curated list of properties that match your client's criteria, carefully filtered by size, location, type, and tenure. You can explore each property further by clicking on the map pins or property photos to review detailed information and ensure each option meets your client's needs.

Adjust your search criteria

Utilise advanced filters to refine or broaden your search criteria, making it easy to tailor results to your client’s needs. The text search box allows you to search for a property by name for quick access, while you can also expand the radius around the search location by various increments—+1 mile, +2 miles, or +5 miles—to capture a wider range of options.

Add properties to your client's report

Use the checkbox on each property card or within the map view to select multiple properties if you’d like to add them in bulk. Once selected, decide whether to add these properties to your Longlist or Shortlist, depending on their suitability for your client's needs.

Important Info: Longlist Vs Shortlist

• Longlist: properties you initially want to consider

• Shortlist: properties you want to report back to your client

Handy Tip: Use advanced filters to refine or broaden the search criteria

Handy Tip: The text search box allows you to search for a property by name

Handy Tip: Expand the radius around the search location by various mile sets (+1 mile, +2 miles, +5 miles)

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