Public guide · Updated 5 October 2026
Good registration gives an applicant a relevant next step and the agency enough reliable information to match suitable homes. A full database with incomplete requirements creates wasted viewings.
Build a usable brief
Record location, budget, timescale, essential requirements and flexibility. Establish the applicant’s current position through appropriate questions and explain why the information helps the search. Separate confirmed details from assumptions.
Test the match before booking
Summarise what you have heard and ask which compromises are possible. An applicant seeking a short commute may value transport connections more than a particular postcode. Discuss relevant property facts before proposing a viewing.
Hand over the next step clearly
Record the agreed follow-up date, preferred contact method and person responsible. Update changes in circumstances instead of letting contradictory notes accumulate. Keep collection and use of applicant information within your agency’s agreed privacy procedures.
Run a 15-minute team exercise
- Role-play a registration with a tight budget and flexible location.
- Summarise three essentials and one acceptable compromise.
- Write a next-step note another colleague can act on.
Finish by choosing one change to try this week. Name the owner and review date, and use anonymised examples rather than sharing customer or employee details.
What to review next week
Review a small sample of registrations for complete requirements and agreed next actions. Compare suitable viewing attendance and useful feedback, rather than raw registrations alone.
Manager guide and member resources
This public guide explains the method. Membership adds the monthly team meeting, manager notes and editable resources; the member delivery programme remains separate from these public SEO pages.
Turn this guidance into an editable pack
See a role-specific advert, interview questions, scorecard and first-week plan before choosing a hiring pack. The preview uses illustrative content and is not a customer testimonial.
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