FAQs - Expert Agent Documentation

NAVIGATION

The system doesn't match against inactive applicants, so the results you’re seeing are from before the applicant was marked as inactive and they simply weren't processed or rejected. If you clear these results by going into the applicant’s outstanding matches and removing them, then you should find that no further matches are generated for the applicant:

1. Right click and 'Exclude All'. This will un-tick all of the results on the left hand side.

2. Right click again and select 'Reject Excluded'.

To review all outstanding matches in the system, hover the cursor over 'Applicants' (on the top menu bar) then select 'Outstanding Matches' – it’s a good idea to do this regularly as its very likely that some if not all of these matches were run some time ago, and therefore that some of the applicants have since become 'inactive on your system:

Also, make sure that when you’ve done a match you send it, either using the 'send email', 'send sms' or 'letters/lists' option, and that you ensure it is marked as complete and excluded upon completion from the match grid. The best way to do this differs slightly depending on how you choose to send your match results - see the Processing a Batch Match section for examples of every method.

Unless you switch on auto reminders, nothing gets sent automatically. If you’ve switched this on in Configure, applicants will get a text message 2 hours before the appointment. Nothing goes to the vendor or landlords automatically. You can trigger a manual text message to either party in the viewing record. Another nice trick is that EA can send you a text message 20mins before the appointment to warn you to leave the office – again, switch this on in Configuration.

For more information on Viewing Reminders see the Viewing SMS Reminder chapter.

For more information on Viewing Confirmations see the Viewings Confirmation Setup chapter.

For more information on Negotiator reminders see the Personalising your Staff Profile chapter.

The reason the images in your brochures do not match the aspect ratio of the images uploaded to the property, is due to the way Expert Agent merges documents. When merging a word document we do not open the word file itself, instead we do an advanced find and replace within the sub files of the word document.

The work around for this issue is to manually resize any affected images while proof-reading your brochures, before uploading it back to Expert Agent. You can do this by clicking and dragging the edge of the image.

To re-set your grids, hover over 'Tools' in the top menu, click on 'My Profile' and then click the 'Apply Standard Settings' button at the bottom of the screen:

On the follow screen you will be presented with all the Grids that can be re-set. Please note the top option is to reset your Quick Links on your Right Hand Tool Bar so untick that one.

All the Grids are included by default so make sure that you untick any grids that you do NOT want to reset.

Once this is done and has been saved, log off and back on to Expert Agent and try again. This should resolve the problem for any grid that is not loading properly.

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Why are matches appearing for inactive applicants?

When are the SMS viewing reminders sent out to Vendor and Applicant?

The aspect ratio of my brochure images are incorrect?

My grids don't seem to be loading?