Buying and renting profiles

A buying or renting profile holds what someone is looking for, how ready they are to move, and the notes and documents that go with it.

Opening a profile

• On the People tab, open the person, then tap their buying or renting profile card.
• Or search for them from the Agenda.

Each profile has four tabs: Details, Notes & Activities, Documents and System Log. Tap a tab or swipe between them.

Buying profile details

• Phone and Email
• Registered: when they registered with you
• Responsible Agent
• Max Price
• Property Types and Match Areas
• Buying Requirements: Min. Bedrooms, Min. Floor Area, Min. Acres, Parking, Outside Space, Property Age, Property Condition and Property Tenure
• Proceedability: Financial Position, Purchase Reason, Selling Position and Mortgage Position
• Requirement Notes

Anything not recorded shows Unknown or No Preference.

Renting profile details

• Phone, Email, Registered and Responsible Agent
• Max Rent, with how often it's paid
• Property Types, the number of bedrooms, bathrooms and receptions, and Match Areas
• Renting Requirements: Req. Move In Date, Rental Type, Parking, Outside Space, Property Age, Property Condition and Furnishing
• Requirement Notes
• Labels where they apply: Has Children, Has Pets, Sharer, Smoker and Student

Changing a profile

Profiles are read-only in Pocket. To update requirements or proceedability, use Loop.

Tip: if a buyer tells you something new at a viewing, such as that they've now sold, add a note to their profile straight away. Then update the profile in Loop when you're back at your desk.

Notes & Activities

Add notes, tasks, calls and meetings to the profile. See Notes and activities on a record.

Documents

Open and share documents saved against the profile. See Opening and sharing documents.

System Log

A read-only history of what's happened to the profile in Loop.

Related articles

• Finding people and viewing a person's record
• Notes and activities on a record
• Opening and sharing documents