Goal: Compiling a list of suitable properties is to provide your client with a tailored selection that aligns with their preferences and requirements. This ensures that the client receives relevant options, improving their overall experience and helping them make informed decisions.
Why?
With your clients requirement created you will want to send them a list of potential properties that they could be interested in based on location, size, rent/price etc
How to Compile a Tailored List of Suitable Properties for Your Client:
When you're ready to send your shortlist email, simply select the "Share Availability Schedule" option and choose "Shortlist Email". From here, you can compose the message you'd like to send, ensuring it includes the key information for your prospective client.
You also have the option to include a link that allows the client to view the property matches online. Additionally, you can review and select the specific properties you'd like to send, tailoring the selection to meet their needs.
Before sending the email, you can preview it to check everything is accurate and well-presented.
This process ensures your communication is clear, professional, and personalised to your client's requirements.
Ensure your shortlist is perfectly tailored and professionally presented before sending. Happy sharing!