Find a Person
The "Find a Person" feature was implemented in order to make finding individuals throughout the system a bit more streamlined. Naturally you can go to each of the sections in ExactEstate to find the people you are looking for but this feature was placed here to make that task quicker. The feature is implemented in a pop-up modal that opens when you click the link in the navigation.
You can search for applicants, residents, and prospects with the "Find A Person" search.
Your search criteria may include:
- First and Last name
- Phone Number
- Email Address
You can also use the toggle to return active or inactive Applicants, Residents, or Prospects.
NOTE: By default, the search will return only active matches.