Creating Applicants 

If you add applicants to the system, it will automatically send them a compiled list of suitable properties, once a week via the "Property List" feature.

You will also be able to turn these applicants into tenants when you wish to link them to a tenancy which you have let out to them.

You can Create applicants in a variety of ways. The two most common are via the Dashboard: 

or the Search Bar: 

Then selecting 'Add an Applicant Tenant'

You will then be taken to an applicant information screen.

This is where you can take and input all of their relevant details.

*Important* You will also notice there are a series of Notification Options in this window. 

The automatic notifications section will be applicable for when new properties get advertised and matches the applicant criteria.

If you want the applicant to receive emails when a new property is advertised, then make sure the email function is ticked in the automatic notifications section. Automatic emails will then appear in the post bag to be issued with any available listings. 

You will find this in the bottom right hand corner of the screen. If this is unticked, then the system will not know to email them their suitable properties. 

*If you do not wish for the tenant to receive automatic SMS or email, please switch the Automatic option to No. 

Across the top of this screen, you will have a section labelled 'Property Criteria':

This is where you can enter the applicants search criteria. This can include room counts and price and whether they are a student needing a student property.

The system matches on an accurate basis so the more general you make it, the more properties it will generate. The more specific you make it, the more precise and tailored the search results will be.

The tags applied within the Tenant Type section matches against what you have applied to the instruction itself.

For example, if the instruction doesn't include the 'unemployed' tag but in the applicant profile you select that they are 'unemployed', then they will not match to this property. So please be mindful of matching the requirements accordingly if you would like to utilise this function with maximum efficiency.

When you click on 'Save & Close' you will be taken to the Applicant card with general information on the front screen.

On the right hand of the screen, you will see the properties that the applicant has matched with.

You can also get a list of the matching properties in the left hand ladder.

To send a property list, go to the 'Actions' button in the top right hand corner and then select Post/Email/Text Matching properties.