Booking a market appraisal for a property

Chris Horroll
Chris Horroll
  • Updated

The steps below outline how to book a market appraisal appointment for a property.

This article includes: 

Booking a market appraisal when adding a new property

Start by following the steps to add a new property.

Once you've reviewed all the details and saved the property, you'll have the option to click Finish, or, Book a market appraisal should you want to book the market appraisal immediately.

If you click Book a market appraisal:

  1. The Appointment details page opens. Select the Date, Start and Finish time for the appointment
  2. In the Appraiser(s) field, search for and select the staff member(s) who will carry out the appraisal appointment. The diary view will auto-filter to show the availability of the selected appraiser(s) so that an available time slot can be used for the appointment
  3. Type in any required Diary notes
  4. If an Appraiser reminder is required, click the appropriate time from within the dropdown menu. Then, click the relevant Reminder type from within the dropdown menu
  5. Click the relevant Type of appraisal from within the dropdown menu, i.e. Free market appraisal
  6. Click Save appointment
    Booking a market appraisal when adding a new property with Diary.png
  7. The Send Confirmations and Set Up Reminders for this Market Appraisal window opens, and you can choose to send confirmation messages to the owner; amend the E-Mail and/or SMS Text message to your liking, and choose whether to send out a Reminder closer to the appointment. Click Send All when ready
    Send Confirmations and Set Up Reminders for this Market Appraisal window.png
  8. Then, you may be offered the opportunity to produce an appraisal form in readiness for the appointment and, if the owner doesn't have an email address or mobile phone, an appointment confirmation letter. These can be handled like any other letter
    For more information on how to Create and send an event driven letter, click here

You'll land on the Pre-Appraisal top tab, accessed via Appraisal on the side menu. Here, the appointment for this appraisal will be visible (and can be amended), as well as in the Diary.

A new contact record for the owner is created (if they were added as new), and a task added. This ensures that the market appraisal is subsequently followed up.

At this point, you may want to prepare for your appraisal by Generating a Property valuation report. The report provides you with an accurate and efficient way to assess the value of properties prior to carrying out the market appraisal, and contains useful property data and insights, such as flood risk, similar properties and planning applications.

Booking a market appraisal for an existing property

  1. Click Properties on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click Actions
  4. In the dropdown menu, click Book a Market Appraisal
  5. In the Appraiser dropdown menu, click the staff member who will carry out the appraisal
  6. If another staff member is joining them, click their name from within the Accompanied By dropdown menu
  7. A Date & Time for the appointment can be entered, or selected using the calendar
  8. If a Reminder is required, click the appropriate time from within the dropdown menu
  9. Click the relevant Type of appraisal from within the dropdown menu
  10. In the Lead Source dropdown menu, click the relevant marketing approach which has attracted the owner to you
  11. Type in any required Diary Notes
  12. Tick Prompt to send letters and confirmations after saving accordingly
  13. Click Save
  14. If Prompt to send letters and confirmations after saving was ticked, the Send Confirmations and Set Up Reminders for this Market Appraisal window opens. You can choose to send confirmation messages to the owner; amend the E-Mail and/or SMS Text message to your liking, and choose whether to send out a Reminder closer to the appointment. Click Send All when ready
  15. You may be offered the opportunity to produce an appraisal form in readiness for the appointment and, if the owner doesn't have an email address or mobile phone, an appointment confirmation letter. These can be handled like any other letter
    For more information on how to Create and send an event driven letter, click here

An appointment for this appraisal appears in the Diary, a new contact record for the owner is created (if they were added as new), and a task added. This ensures that the market appraisal is subsequently followed up.

At this point, you may want to prepare for your appraisal by Generating a Property valuation report. The report provides you with an accurate and efficient way to assess the value of properties prior to carrying out the market appraisal, and contains useful property data and insights, such as flood risk, similar properties and planning applications.

Related articles: 

Booking a market appraisal via the diary

Booking a market appraisal for a contact

Printing a market appraisal form

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