Within your Sitematch Submission Portal, you have the ability to specify the attributes that you require from your broker partners or developers in order to consider their site for your business. In this article we will review where to find these settings and how to change them.
Accessing your Portal Settings
When in Sitematch, you can access these settings with two clicks. First, in the top right corner select Submission Portal and second, click on the link to navigate to Sitematch Settings.
Once in the Sitematch Settings, scroll down and you will find two sections where you can specify what information you require for your submissions. The first section is for Leasing Rep Form Fields.
Since contact information is key, there is limited configurability here. You can re-order fields and specify whether or not some are present and/or required to be completed.
Next, you can edit, add, or remove specific data in the Site Attributes section. Address is the only mandatory field and the rest are up to you - this is where you determine what information is required or option for your partners in order to submit a site for your review. Here are some quick notes on customization:
For any attribute that you check as required, the submitter will not be able to proceed without inputting a value
At present, input fields can be text or dates
There is no limit to the number of attributes you can list here
However you name these fields, they will show up the same way in your Sitematch dashboard
Here is what the above customization looks like once live!
