When a buyer or tenant is registered in Lifesycle, you create a search profile of the criteria they are looking for in a property. Add buyers or tenants and what they are looking for and Lifesycle will send that contact all of the properties that match their needs right away. We will also send them properties as you add them - this puts the right information (your amazing listing) in front of the right people (the buyer or tenant who wants a property like this), at the right time (as soon as it comes to market)!
Search profiles can be added manually in branch using Lifesycle, or the applicant can create their own search profile.
First, find the contact, and go to the 'search profile' tab.
If you want a contact to create their own search profile (reccommended) scroll down and click 'Send Registration Link'. This will send an email to the contact, in this email will be a link which takes them to the registration page, on that page they will enter in their own search profiile details.
Contacts can have more than one search profile. If contacts already have some search profiles, they will be shown. If they have the green dot and line above, they are active and when it is grey it is passive, and we will no longer match and send properties out for a passive search.
Each applicant can have multiple locations in one search profile and they can also have multiple search profiles.
Here's an example: Edna Mode has called you and she would like a 3 bedroom terraced home 1 mile from EN9 1JA but are willing to look at EN9 1UR as well - both of these searches would be in one profile.
Edna is also looking for a 2 bedroom flat anywhere in Walthamstow - this would be in another search profile.
You can add an additional search profile by clicking add new buyer profile (sales) or add new tenant profile (lettings) on the left side.
If you need to add another contact on to the search profile, click here. Don't worry, you can still do this after the search profile has been created.
Property Preference
Here you will add in Location, radius, property type/style, bedrooms, bathrooms, receptions etc.
As you add features of the property, Potential Properties will increase or decrease according to how closely they match the criteria. Find out how Matching percentages work
Radius - Add the location(s) here - you can add more than one location and radius around that location
Property Type - choose from the pictures or click Other/Advanced to see a more comprehensive list to choose from
If you choose advanced and add property types in here, you will need to click save to proceed.
Next add in the minimum and maximum price. You can select prices from the list, or you can write in your own price. (this is exactly the same for the applicant if they are registering themselves online or through the email link)
Add how many bedrooms, bathrooms and receptions they need. You can set a minimum and maximum here
In other options you can select whether you want to include, exclude or show only; New Homes, Retirement Homes, Shared Ownership, Or Investment Property.
Then you will select whether it must have a garden or parking. Please note: if a contact has selected must have garden/parking and you publish a property with a garden/parking but do not mark it as having a garden or parking in the property detail, the contact will NOT match to the property.
Add any notes you want to make too.
Questions
Answer the questions (these are gold and will help you massively with your audiences later, get the info in! If not, send the registration link!)
Click Create and we will match the applicant to properties!
Viewing a search profile.
Matched Properties Tab
Here are all of the properties that have been matched to this search profile. Read about the percentages and how property matching works here
Not Seen means they have not booked a viewing.
Click the three dots to:
Viewings Tab
The viewings tab shows every property that this contact has booked in for or attended a viewing for.
Click the three dots to the right of the contact name to take action.
The Offer Tab
Keep track of your offers here. Click the three dots to view the detail of the offer, email the vendor/landlord or applicants