Page Comparison

1. View other agent appraisals

From the property record, click Financial: 

• Click Financial button (beside price/commission fields)

• Click Other Agent Appraisals to display details already logged (and add new, see next step)

  

2. Add appraisal details

From the Other Agent Appraisals panel (shown above):

• Click button (on right) to display the search companies screen
  Search for the required agent, double-click when found to display the company record, then click tick button (top right) to accept and use their details

• Complete the Other Agent Appraisal Details screen

  • Valuer can be chosen if staff names have been added to the agent's company record

    

• Click Accept

• Details are shown at the bottom of the Financial screen

  

3. Report on other agent appraisals

From the main menu, click Reports and select Power Reports: 

• Ensure that the Property Report type is selected for Sales

• From Linked Records select Other Agent Appraisals

  

• Select required Other Agent Appraisals criteria to report on

  

Example report

This report will return all sales properties from the logged in user’s office that have been logged as a Lost MA in the last 6 months and that have other agent appraisal information logged on their records
The other agent appraisal criteria can be used to narrow down the results