Why?
Proactively search society disposals that match your clients criteria to curate a report to present back to your client
How?
Jump down to the relevant sections of this guide or watch the video below:
Quick video guide
1. 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.
2. Searching & review properties
You'll be presented with a list of properties that the system thinks matches your clients search criteria.
Explore the properties
See a list of properties that match your clients criteria
These are based on size, location, type and tenure
Click the map pins or property photos to review the property details
Adjust your search criteria
Use advanced filters to refine or broaden the search criteria
The text search box allows you to search for a property by name
Expand the radius around the search location by various mile sets (+1 mile, +2 miles, +5 miles)
3. Add properties to your client's report
Use the checkbox on the property card or map view
Select multiple properties if you want to add in bulk
Decide if the properties should be added to your Longlist or Shortlist
LONGLIST VS. SHORTLIST
• Longlist: properties you initially want to consider
• Shortlist: properties you want to report back to your client
★ Pro Tips
Use advanced filters to refine or broaden the search criteria
The text search box allows you to search for a property by name
Expand the radius around the search location by various mile sets (+1 mile, +2 miles, +5 miles)
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