Sending property details to an applicant

  • Updated

You can send an applicant specific property details without running a property match.

  1. Click Applicants on the main homebar
  2. Search for the relevant applicant in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant applicant from within the Last Viewed section
  3. Click Send Property Details
  4. In the Property Address field, start typing the address and click Select on the relevant matching property
    1. You can select multiple properties by typing and selecting additional addresses
  5. In the Scheduling section, define when you wish to Send the property details
  6. In the Contact Options section, tick the method you wish to send the property details by
    1. If you tick Email, you must select the Email Format that you wish to send to the applicant. You have the option to send the following:
      • Property Alert Email
      • New Instruction Email
      • Price Change Email
      • Full Brochure Email
    2. If required, edit the Email Custom Message which is automatically generated
    3. Click Preview to view the email prior to sending
  7. Click Send