You can setup automatic matching between your properties and clients to automatically notify clients of properties they may be interested in, or to let them know when new properties enter the market.

Enabling or disabling the matching system

The matching system can be enabled/disabled on each property and client profile, which gives you full control on what property listings are considered when matches are being generated.

The matching system can be enabled or disabled by changing the Matching system value.

Automatic or manual sending

You can switch between automatic and manual sending mode on each client profile, using the email matching properties automatically option. If this option is enabled, matches will automatically be marked as scheduled to send, and otherwise matches will be marked pending user action.

Finding matches made by the system

You can get a list of all property matches and their statuses by switching to the matches tab on a property listing (which will show you the clients that matched with the property) or a client profile (which will show you the properties matched with the client).

Matches pending user action can also be found by navigating to the Matches option in the main menu, which also allows you to apply different filters to easily find what you are looking for.

The lifecycle of a property match

• Pending user action

  If property matches are not set to be sent automatically, any matches that occur will be marked for manual review by a user. This status is referred to as pending user action. A user can select to complete different actions, such as sending the match to the client or dismissing the match.

• Scheduled to send

  If property matches are set to be sent automatically, or if a user has chosen to send a match manually, the status of a match will change to scheduled to send. The system is periodically sending matches to clients, and will include several matches in a single email when possible.

• Sent to client

  The status will change from scheduled to send to sent to client when the system has successfully delivered the notification to the client. If there are more matches waiting to be sent to the same client, they will be scheduled automatically to avoid too frequent messaging.

• Dismissed by user

  When a match is found between a property and a client, it is a result of the configured Buyer & Tenant profile. In certain cases, you may not want to send a match to the client, and in this case the status will be changed to dismissed by user when the match is dismissed.

How frequent are property matches being sent

Only property matches in the scheduled to send status will be delivered to the client. If you have multiple property matches, a maximum of 10 property recommendations will be included in each notification. The system will send maximum one (1) notification every 24 hours to each client, and will automatically schedule another notification once the time limit has elapsed, until the client has no more matches left.