How to Edit Requirements on a Buyer's File

Introduction This guide will walk you through the process of editing requirements on a buyer's file within the Loop system. If an applicant wishes to update their criteria, such as increasing their maximum price or expanding their search area, you can easily make these changes by following the steps outlined below.

Steps to Edit Requirements

1. Access the Applicant’s Buyer's File

   • Navigate to the buyer's file of the applicant whose requirements need to be updated.

2. Open the Edit Requirements Tab

   • Locate and click on the Edit Requirements tab.
   • This will allow you to modify the applicant’s details.

3. Update the Buying Price

   • Modify the maximum price according to the applicant’s new preference.
   • In this example, we update it to £450,000.

4. Adjust the Search Area

   • Click on the Match Area's option to modify the applicant’s preferred search locations.
   • Select the relevant areas by ticking the appropriate boxes.
   • Click Close once you have selected the desired locations.

5. Save the Changes

   • Click Save Requirement to confirm and apply the updates.
   • A tick will appear, indicating that the changes have been successfully saved.

6. Verify the Updates

   • Ensure that the applicant’s new buying price and updated postcode areas reflect correctly.

Need Help?
If you have any questions or encounter any issues, please reach out to our support team via the chat feature or email support@loop.software.