Why?
Create an Interest Schedule that gives your Landlord the entire picture of demand for their available space.
Provide a blended list of your Enquiries and Society Acquisitions in a branded report you can use at your next marketing meeting.
[See also these video tutorials on Interest Schedules]
How?
The Interest Schedule is a board of matches that have accumulated over time for your property. You can add matches to your property by following this guide.
The Interest Schedule consists of 3 main sections:
Match Requests Sent. Matches you've requested that you can move onto your report.
Current matches. Active matches for your property to report to your client.
Removed matches. Previous matches that have been disqualified or have now been completed elsewhere.
Match Requests Sent
Requirements drop into this section ready for you to organise them onto your Interest Schedules active matches.
The requirements that drop into this section are when:
You request a new match to a Society acquisition
Simply click on 'Move to' to add the requirement to the relevant section of your Interest Schedule.
Current matches
These are the active matches to the available space that you have (or are going to) report to your client.
The requirements that drop into this section are when:
A society member adds you to their acquisition's active matches
Someone enquires about this property from your website
Someone enquires about this property from it's microsite
Someone enquires about this property from property portals
You can drag-and-drop the match to set it's order and also to add it to the relevant section.
Enquiries. Matches that have expressed an interest in the space.
Viewing. Have had, or due to have, a viewing of the space.
Negotiating. Have made, or due to make, an offer.
____________Monitoring. Matches that have cooled off, but still want to keep an eye on them.
____________Removed. Were previously on the list but now have been disqualified.
Note: by default the most recent matches go to the top of the section unless you reorder it.
An amber • DOT is used to indicate if one of your current matches is 'pending' or an 'unconfirmed enquiry'
Pending - the agent acting on that requirement has not accepted your match request yet
Unconfirmed enquiry - the applicant came via the properties microsite, your website or a property portal and the requirement hasn't been qualified yet
In this scenario we recommend you contact the agent acting on that requirement OR view the new enquiry and qualify the requirement.
Match panel
As a match is added to your property you can attach details to the requirement, there are 4 types of details you can add (all of these are for your use only):
Match details. Comment on your latest discussions with the requirement owner and any viewings that may have occurred.
Tenant. Where the requirement is un-named you can layer your thoughts on who the Tenant Rep is acting for.
Requirement notes. Share notes with your team mates, wherever this requirement is seen in the system they'll see those 'Requirement Notes' you saved.
Messages. Message the relevant parties associated to the requirement straight from the messaging panel, request more info, chase a viewing and more!
Success - you just organised and managed your interest schedule!
