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In Vebra/Encore Live, it's possible to change the matching criteria from the property Matching screen:

In Alto, you can adjust the match criteria for the marketing of your properties if you:

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click Matches on the side menu
  4. Using the Search Profile dropdown menus, you can tick to define the specific property matching criteria
  5. Alto then automatically displays a list of applicants whose requirements match the features on the property, in the Matching Contacts section. From here, you are able to match out the property to all of the applicants that meet the requirements

 Note

In Vebra/Encore Live, when the match criteria options are changed, the options are stored separately for each negotiator. However, this is different in Alto. The match criteria options in Alto are stored for the property. This ensures the same match results will be be displayed for each negotiator performing the match

You can also create a Match List, which you can assign to specific negotiators. In doing so, there will be a separate tab for the negotiator, and they can then work their way down the list, taking into account the Search Profile, and entering any Match List Notes.
For more information on Creating a Match List, click here

Related articles:

Property matching and Output Wizard

Adding in new Match Areas

Creating a match group for Properties

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