Lesson 1: Review Match requests

Add properties to your match report

Mike Avery avatar
Written by Mike Avery
Updated over a week ago

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

  • Open your requirement > "Inbox" tab

  • Now click each property to see the details

  • Either add to report, decline or request further details

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.

β˜… Pro Tip: Add off-market properties to your report

Checkout the simple how-to guide here.


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