Property Match

Matching Properties to Applicants and Applicants to Properties can be done easily in BDP.

Setting up Search Criteria

The following fields are for information only:
   • Mortgage Size
   • Mortgage Agreed
   • Sale Required

The following are “filters”:
  • Min Price (Single)
  • Max Price (Single)
  • Bedrooms (Single)
  • SPC Districts (Multiple)
  • SPC Areas (Single)
  • Property Types (Multiple)
  • Town (Multiple)
  • Postcode(s) (Multiple)

Each match is performed on all fields, so if you don’t see the results you expect, try broadening the search criteria or ensuring you are including search requirements that contradict others.

We highly recommend setting up an automated email in BDP Business Rules to notify the applicant that they have been added to your Buyers List. The trigger event to use is ‘Applicant Added to Mailing List’.

If you want to add an Applicant who wishes to be notified of every property listed, create a search criteria with a name, leaving all other fields blank.

Using the Find Buyers tool in the property details page

To use this feature, click the Find Buyers icon in the Tools menu, or click the Find Buyers icon at the top of the screen.




This searches your Applicant database for all Applicants with a saved search that contains matching criteria and it displays a list of these Applicants in a slide-out panel.




Tick those Applicants you wish to include in the email send-out and click “Send to Selected”. This sends a property information email based on a template set up by your BDP administrator. Any Applicants previously emailed will be excluded, however if you wish to also see those Applicants, click the @ icon that’s called “Show previously contacted Applicants” at the bottom of the panel.

Only Applicants who have consented and supplied an email address are available for selection.

Using the Property Match function in the Applicant’s record

The Buying Details widget is used in an Applicant’s record to add search criteria.

It is possible to add multiple searches to an Applicant’s record.

There is a set of icons next to each search. From left to right they are as follows:
   • Edit the search
   • Delete the search
   • Perform a search based on the criteria and email the results to the Applicant(s)
   • Search BDP for all matching properties and display a list on screen. This will show all property whether online or offline, pre-market, sold, etc., but not archived
   • Search my website for all matching properties, which will only display online properties visible to the public*

*Only relevant if using the BDP jQuery snippet to power listings in your website – NOT API.

Automated emails will not be sent unless the Envelope icon is Green (in the Contact Details widget).