Property Requirements
🏡 Specifying Contact Property Requirements in Acquaint
To define a Contact’s property preferences, navigate to the Contact screen, then click the Requirements icon located in the Show group under the Contact tab on the ribbon menu.
The Property Requirements screen allows you to capture detailed criteria that drive Applicant Matching. The more precise the information entered, the more accurate the matching results will be.
⚙️ Configurable Defaults
Default selections for Property Type and Property Area can be configured to automatically include or exclude options when adding a new Contact.
📋 Key Fields for Applicant Matching
These fields form the basis of the matching process:
Field | Options |
Category | Buy or Rent |
Price Range | Enter minimum and maximum values |
Bedrooms | Specify desired number |
Floor Area (sq ft) | Enter preferred size |
Land Area (acres) | Enter preferred size |
Garden / Outside Space | Don't Mind, Must Have, No |
Land | Don't Mind, Must Have, No |
Parking | Don't Mind, Must Have, No |
Investment Potential | Don't Mind, Must Have |
Garage | Don't Mind, Must Have, No |
Development Potential | Don't Mind, Must Have, No |
Prepared to Update | Yes or No |
Retirement | Don't Mind, Must Be, No |
Disabled Access | Don't Mind, Must Have, No |
Property Age | All, New, Period |
Riverside | Don't Mind, Must Have, No |
Seaside / Seaviews | Don't Mind, Must Have, No |
Leisure Facilities | Don't Mind, Must Have, No |
Market Position | Select from the Property Market Position lookup table |
Moving Date | Tick to enable calendar selection |
Exclude Flats/Apartments On Floors | Choose exclusions such as:
|
Selling Agent | Select from Contacts with the type Estate Agent (only available if Category is Buy) |
Property Tenures | Select from available tenure types |
Property Types | Choose from predefined property types |
Property Areas | Select preferred areas |
Required Moving Date | Specify if applicable |
Additional Requirements Notes | Free-text field; appears in Applicant List and Contact List views |
🏘️ Rent-Specific Requirements
If the Category is set to Rent, the following additional preferences can be specified:
Lifestyle Factors: Smoker, Children, Pets, Benefit, Student
Furnished Status: Don't Mind, Unfurnished, Part Furnished, Fully Furnished
Terms: Don't Mind, Short, Long
Profession: Select from the list of professions
Rental Terms: Short, Long, Not Specified
📊 Reporting & Shortcuts
Generate a Contact Property Requirements Report via the Requirements Report icon on the Advanced tab of the Property Requirements screen
Use price entry shortcuts for faster input:
Type
100K→ formats as £100,000Type
1M→ formats as £1,000,000