Applicant Matching

🔍 Property Matching in Acquaint

Acquaint offers three powerful ways to match properties with contacts, helping you streamline marketing and applicant engagement:

1️⃣ Match a Contact to Properties

Match properties based on an individual contact’s requirements.

2️⃣ Match a Property to Contacts

Identify contacts who may be interested in a specific property.

3️⃣ Match & Market (Bulk Matching)

Automatically match properties to multiple contacts and send details via email or post.

📊 Matching Criteria

When matching contacts and properties, the following fields are considered:

• Category: For Sale / To Rent

• Status: Available / Under Offer (default); can include Instructed or Valuation

• Price

• Bedrooms

• Property Type: Flat, Detached, Terrace, etc.

• Property Area

• Garden / Land / Parking / Riverside / Seaside / Leisure Facilities

• Disabled Access / Retirement / Development Potential / Required Updating

• Furnished / Benefits / Pets / Students / Children (Rentals only)

• Tenure (Sales only)

• Usage: Residential / Commercial

• Floor Area / Land Area / Flat Floor Level

• Age: Modern, New Build, Period

🔁 Properties marked as Not Interested on the Details Sent tab will be excluded from future matches for that contact.

👤 Match a Contact to Properties

To match properties for a specific contact:

1. Open the Contact record

2. Click Match Properties in the Correspond group on the ribbon menu

3. Choose a delivery method:

   • Property Viewer (for Applicants)

   • Property Screen (for Agents)

   • Property List Designer

   • Property Bulletin (Email)

4. Optional settings:

   • Include Valuations

   • Include Instructed Properties
     (Not available for Property Bulletin)

5. Choose a match method:

   • Automatic Match – based on the contact’s saved requirements

   • Manual Selection – view all available properties and select manually

6. Use Menu → Filter Rows to select/unselect all properties

7. Apply additional filters to refine the selection

✉️ Send a Single Property

To send one property to an applicant:

• Open the Contact record

• Click Email, choose a Property Details Email Template

• In the Property Related field, select the Property ID or Development

• Click Send

🏠 Match a Property to Contacts

To find interested contacts for a specific property:

1. Open the Property record

2. Click Match Properties in the Correspond group on the ribbon menu

3. Choose a delivery method:

   • Browse On Screen – Applicant List or Contact Form

   • Email / SMS Text / Letter / Address Label

   • Potential Buyers Report / Contact List Report

4. Sorting options:

   • Sort By: Registered Date / Maximum Price

   • Sort Order: Ascending / Descending

   • Branch: Filter by office location

5. General Options:

   • Exclude contacts previously contacted about the property

   • Choose specific contact methods to exclude

6. Advanced Options:

   • Match by Contact Type, Status, Buying Position

   • Option to include only contacts assigned to you

7. Click Match to perform the search

📢 Match & Market (Bulk Matching)

Access via:
Main Tab → Match & Market

This tool matches properties to multiple contacts and sends details via email or post.

🔧 Configuration Options

• Price Variance: Default is 10%

  • E.g., an applicant with a max budget of £100,000 will match properties up to £110,000

  • Adjustable via: System Configuration → Property Price Match Variance

• Status Filtering:

  • By default, only Available properties are matched

  • You can enable Under Offer properties via: System Configuration → Match Properties Under Offer

• Email Matching:

  • When sending Property Bulletin Emails, Acquaint automatically filters properties based on each applicant’s requirements