How do I e-mail a brochure to a casual enquiry?

The best way to e-mail property details to a casual enquiry is using the Property Presentation tool.

This doesn't just send them the brochure, but the full property details. Once the email has been sent, it is recorded in Expert Agent.  This ensures that you have accurate numbers when looking at how many people have been sent individual properties. If they are in the office with you, you can use the Property Presentation tool to actually go through the properties with them instantly on the screen - selecting in the process which properties you would like to then send.

You get to the Property Presentation tool from the Applicants top menu:

This example assumes that the request for the details has come from somebody who isn't on your applicant list. If in doubt, you can check using the 'Find Applicant' box. The process differs slightly if they are already on your mailing list - see the What is the best way to quickly e-mail property details to existing applicants when they request them? FAQ for this.

1. Select the property you would like to send them. It's likely they'll have given you the property address(es), in which case you'll be able to use the 'Find Property' box to search for the property. Clicking on the properties name when it appears underneath the search box will add it to the list in the 'Selected and Available Properties' section.

2. It is worth asking the applicant if they would like details of any other similar properties - they may not, in which case you would skip this step, however if they do you can edit the requirements on the left hand side of the screen and this will give you other properties in the 'Selected and Available Properties' drop down that you may wish to also tick. It is crucial that before you do this, however, you have ticked the 'Lock Selected Records' option on the right hand side so that you don't lose your manually selected property.

3. Click 'Create a New Applicant' to take their details.

The following window will open:

4. Either complete the whole wizard, or simply the name and e-mail address sections.  

5. Tick 'Create 2 Match Events and Email Now'.

6. Click on the save icon.

Your standard match e-mail template will open for you to add a subject, and send. 

The Property Presentation tool is not only brilliant for quickly sending brochures, but for visually displaying properties in your offices, using for matching and so on.