Goal
To enable you to efficiently review and assess property matches sent for client requirements, ensuring all options are presented in a consistent format for easy comparison and seamless inclusion in client reports
Why
Agents will send you properties [matches] they think would be a good fit to your client's requirement.
Using the system to review said matches will save you considerable time as all of the properties can be reviewed in a consistent format, and can be added straight to your report.
Getting notified of new match requests
We'll email you when disposal agents send you properties to consider for your client's report. Here's an example match request email notification:
Review via requirements 'inbox'
The orange bell icon indicates new inbound properties awaiting your review. Simply click on the bell icon to access the Inbox tab, where you’ll find a list of these new properties. For each property, you can view the full details and decide whether to add it to your report, decline it, or request further information.
Review via requirements match schedule
To review property matches for a requirement, navigate to your requirement and open the Matches tab. On the right-hand side, you’ll see the Match Request section. Click on each property to open and review its details. If it’s suitable, you can add it to your report by updating its status. If it’s not a good fit, simply Decline the match request—this will notify the Disposal Agent, ensuring they won’t follow up for an update.
Handy Tip: Once you've accepted a match, move it through the different requirement status's to keep track of where they're at with each property
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