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Acquaint – Property Matching Process

Add Property

To start you must have the property record entered into Acquaint:

Top Tip : Adding “New Homes” as a area group and your developments as areas will allow you to mark interest in applicants requirements.

See how to add add areas and area groups here.

Add Applicant’s Requirements

If you open an applicants record you will see a requirements tab. Here is where you can enter what they are looking for (area , price, bedrooms etc):

GDPR Marketing Preferences

You will be prompted to send a GDPR marketing preferences email to any new contact you enter into Acquaint (with an email address). This will ask them if it is ok to send them emails/sms/letters etc. Once they tick any of those boxes their profile in Acquiant updates automatically. Only contacts who have given you permission to email with be sent marketing emails.

from a Contact

Click Match on a contact and send them a branded email bulletin with suitable properties.

Matching from a Property

Click Match on a property and email that property to all suitable applicants.

Match and

Click Match and Market and send all suitable properties to all suitable applicants. (who have not been sent that property before)

You can check out our full suite of training videos. If you need any more guidance or if you have any questions, please don’t hesitate to email us on [email protected].

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