🖥️ Using the Property Viewer in Acquaint
The Property Viewer is a powerful tool for engaging with applicants who visit your office. It allows you to showcase property matches without revealing any confidential information, making it ideal for in-person interactions.
👣 How to Access the Property Viewer
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Open the applicant’s Contact record
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Click Match Properties
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Select Property Viewer (for Applicants)
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The Property Viewer will launch, displaying matched properties based on the applicant’s requirements
📝 Capturing Feedback and Following Up
After reviewing properties with the applicant:
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Record their feedback directly in the system
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Optionally, send a Property Bulletin (Email) tailored to include only the properties they expressed interest in
🎯 Creating Tailored Property Bulletins
The Property Viewer can also be used to refine selections before sending a Property Bulletin. This ensures that the email contains only the most relevant and appealing properties for each applicant, enhancing engagement and response rates.