Match Processor

We are now going to look at the Match Processor in more detail.

Click "Matching" and then “Match Processor” in the applicant’s action menu.  An empty grey grid appears.  Please don't think that you have done anything wrong, or that you haven't matched anything. An empty grid simply indicates that you haven't created a new match yet. 

Sending out a single property

If your applicant just wants one property, go to the match processor.  Right click and select 'Add Property'.  In order to send the match out right click and select 'Send E-mail'.

Sending all suitable properties

Go to match processor from your applicant.  Right click and select the 'New Match' option.

The form below appears:

1. If you include properties already sent you may end up with a duplication, although it may be beneficial to send applicants a reminder of any previously matched properties. Using the ‘Clear Filters’ option ensures any filters that have been previously applied to your match grid are removed, ensuring no results are hidden.
2. Click the save option.

Your Match Grid will now be populated with properties that meet the applicant’s requirements as shown below:

1. A prompt will display stating how many suitable properties this applicant has been matched to. 
2. At this point it is good practice to choose and order your columns in the grid so that the Property and Applicant column are together. Run down the property column and read the advert.  If not suitable, remove the include/exclude tick on the left.  If you have decided to exclude any properties, right click and choose 'Reject excluded' and all the matches that you un-ticked will disappear.  
3. If you need to track through to the ext page of matches you will find the page markers at the bottom of the screen.

Let’s look at the match 'Action Menu' in more detail:

New Match - Creates the new match

Clear Filters - Removes any filters you may have placed on the match grid

Include All - Includes all records

Exclude All - Excludes all records

Send SMS - Send the match via text

Send E-mail - Send the match via E-mail

Letters/Lists - Create the match letters & lists

Labels - Create the labels for postage

Match Report - Create a traditional match report

Change Status - Change the match status

Reject Excluded - Reject the excluded matches

Choose Columns - Choose which columns display and the order in which they display

Not Matching? - This option opens the Match Debugger to determine why an applicant may not be matching to a property.

Add Property - Manually add a property

In this example we are going to send a match e-mail.

1. Enter a match email subject.
2. Change the text of the e-mail if required.
3. Tick/untick the boxes depending on how you follow up the match afterwards.  If you don’t mark the matches as complete they will then be placed in “Outstanding Matches” under the Applicant drop down list in the Top Menu for you to chase up at a later stage.
4. As soon as you click the save option, the match e-mail will send.  If the applicant has an e-mail address set and has “Send E-mail” ticked, the e-mail will get sent straight away.