To analyse property viewings within a match list

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The procedure to analyse property viewings within a match list is as follows:

  1. Prerequisite procedural steps are covered separately in the topic To generate a match list for a resource. Refer to these before proceeding to step 2.
  2. Click on Viewings. The Viewings tab is activated, revealing all scheduled viewings for the property in the Viewing Details summary table.
  3. Highlight a row matching the viewing appointment to which applicants have been invited. All applicants included on the invitation are displayed in the Viewing Participants summary table 1. Certain fields are worthy of special note and are captured in the table below.
  4. Click on Close.

Field

Description

Position

A sequential number denoting the applicant's current position on the match list, based on their overall priority score and rank order specified for the allocations list.

Application

The unique internal reference number assigned to the application.

Name

The contact name linked to the application.

Status

The current status of the applicant's viewing appointment e.g. Arranged, Cancelled, Did Not Attend, Proceed To Offer, Unsuitable, etc.

Contact Date

The date on which the applicant was last contacted in respect of the viewing appointment status.

Contact Method

The method by which the applicant was last contacted in respect of the viewing appointment status e.g. Letter, Email, SMS, etc.

Notes

The contextual information added to the viewing appointment record in support of the current viewing status.


Tip

1 By default, all viewing participants are displayed in order of match list position; to aid in identification and analysis, rows can be reordered by clicking on any of the available headings.


See related topics...

Match list management overview

To generate a match list for a resource

To assign a viewing invitation to selected applicants on a match list

To update the appointment details of a viewing invitation

To update the applicant acceptance status for a viewing invitation