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)!
Read here on how to manually register an applicant in Lifesycle.
Once you have registered the buyer or tenant, a search profile will show up on their contact profile. You can access any buyer or tenant search profile by clicking on Contacts
Search for and then click on the contact name to open the contact detail page
On the contact detail page, choose Search Profiles
On the right side are all of the active and historical search profiles for this contact. If they have the green dot and line above, they are active and when it is grey it is a historical search and we will no longer match and send properties out for that particular 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 buy or add new ten on the left side.
Questions and Preferences Tab
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.
Add how many bedrooms, bathrooms and receptions they need. You can set a minimum and maximum here
Add any notes - this goes on the contact profile
Questions
Answer the questions
Click Create and we will match the applicant to properties!
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:
View the Detail of the property
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