Goal
To streamline the process of reviewing match requests by utilising the system, ensuring efficiency and consistency in evaluating properties and adding them directly to reports.
Why
Reviewing match requests via the system saves considerable time as all of the properties can be reviewed in a consistent format and can be added straight to your reports.
Review in-bound match requests
Inbound match requests from society members can be reviewed via your requirements hub or via the match schedule.
Via requirements hub
The orange icon denotes new inbounds to review
To efficiently manage your requirements, start by opening the Requirement and navigating to the "Inbox" tab. From there, review each property by clicking on it to view the details. Based on your evaluation, you can choose to either add the property to a report, decline it, or request further details.
This streamlined process ensures you can make informed decisions and take the appropriate next steps efficiently.
Via match schedule
Click the "Match Requests" tab
Now click each property to see the details
Either add to report, decline or request further details
Add society availability to your report
If you don't want to wait, or want to see if anything new has come to the market since you first published your acquisition, simply go an 'find matches' and add disposals to the schedule yourself.
Handy Tip: Add off-market properties to your report
Checkout the simple how-to guide here.
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