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Lesson 3: Review properties sent to me

Add properties to your match report to save you time

Holly Moran avatar
Written by Holly Moran
Updated over a week ago

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.

How?

Jump down to the relevant sections of this guide or watch the video below:


1. 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:

2. Review via requirements 'inbox'

  • The orange bell icon denotes new inbounds to review

  • Click the bell icon and it will take you to the inbox tab

  • Click on each property to see the details to either add to your report, decline, or request further details

3. Review via requirements match schedule

  • Jump into your requirement > go to the 'matches' tab.

  • Here is where you will find the 'match request' section on the right hand side.

  • Open the properties by clicking on them to review the details

  • Add them to your report by amending their status

  • If it's not a good option then 'decline' the match request so the Disposal Agent get's notified and wont hassle you for an update!


β˜… Pro 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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