Booking a market appraisal for a property

You can quickly book a market appraisal appointment for a property - either immediately after adding the property or at a later point from the property record. Once booked, the appointment will appear in the diary and a Chase Instruction task will be created for you to follow it up.

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
   
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
   
8. At this point, you may be given the opportunity to generate 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. Tick which letters you wish to generate and click Open Letters Now.
   They can then be edited, finalised and sent like any other letter.
   For more information on how to Edit 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 Chase Instruction task added. This ensures that the market appraisal is subsequently followed up.

You may also want to prepare for your appraisal by printing a market appraisal form and also Generating a Property valuation report. The Property valuation 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 from a property record

1. Click Properties on the main navigation bar
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. At this point, you may be given the opportunity to generate 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. Tick which letters you wish to generate and click Open Letters Now.
    They can then be edited, finalised and sent like any other letter.
    For more information on how to Edit 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 Chase Instruction task added. This ensures that the market appraisal is subsequently followed up.

You may also want to prepare for your appraisal by printing a market appraisal form and also Generating a Property valuation report. The Property valuation 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 Help Centre articles that you may find useful.

  Booking a market appraisal via the diary

  Booking a market appraisal for a contact