Printing a market appraisal form

Once you've booked a market appraisal, you might want to print a market appraisal form in readiness for taking out on the appointment. 

By printing the form, you can collect all the information you need about the property you intend to bring to market.

Printing a market appraisal form from the Diary

1. Click Diary on the main navigation bar
2. Find and click the market appraisal appointment in the diary
3. Click Print Appraisal
4. The form appears in the Document Editor allowing you to make changes to it. You can add in any details that are already known at this stage to make sure the appraisal appointment runs smoothly. The form is spread across multiple pages and includes places for you to collect information about each room and about the local area. If you make any changes, click Save to save them back to the property
5. When you're happy with the form, click Finalise
6. You'll have the option to Print the form, Email it, Email and Print, or prep it for E-Sign. Click Print to finalise the form on your default letterhead. A .pdf file is created and displays in a separate browser tab where you can then click the printer icon to print it out, ready for the appraiser to take to the appointment

At this point, you may want to prepare for your appraisal by 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.

Printing a market appraisal form from the 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 Docs
4. In the dropdown menu, click Print Market Appraisal Form
5. The form appears in the Document Editor allowing you to make changes to it. You can add in any details that are already known at this stage to make sure the appraisal appointment runs smoothly. The form is spread across multiple pages and includes places for you to collect information about each room and about the local area. If you make any changes, click Save to save them back to the property
6. When you're happy with the form, click Finalise
7. You'll have the option to Print the form, Email it, Email and Print, or prep it for E-Sign. Click Print to finalise the form on your default letterhead. A .pdf file is created and displays in a separate browser tab where you can then click the printer icon to print it out, ready for the appraiser to take to the appointment

At this point, you may want to prepare for your appraisal by 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 for a property

  Booking a market appraisal via the diary

  Booking a market appraisal for a contact