The steps below outline how you can view applicants who are due to expire, and extend their expiry date if the expiry date has passed.
- Click Home on the main homebar
- Within the Dashboard, you can view the number of applicants expiring in the next 7 days. Click Applicants expiring in next 7 days to expand the list
- Within the Action column, click View alongside a record to open it in full
- Click the Requirements tab
- Within Applicant Requirements, the date the profile expires will be displayed. To extend the expiry date, scroll down and click either Edit Residential Sales Requirements or Edit Residential Lettings Requirements
- Alongside Expiry Date, click the calendar to adjust the expiry date
- Click Save
The applicant will now be classed as a Searching Applicant.