Logging lost market appraisals

1. Change property status

From the property record:

• Click the Status menu
  

• Select Lost instruction to other agent
  
  The Lost Instruction window is displayed

2. Complete lost instruction details

• Click the link to select (or add) the external agent details who won the instruction
  

• Select the reason, adding notes below (where available)
  

• Enter a number of weeks for follow-up
  
  This updates the Next Call date on the property record and adds the property to the Vendors to call list on the Organiser from this date
  

• Click Accept

3. Lost MA property screen

When a property is at Lost MA status:

• Clicking the Status menu allows the Lost appraisal details to be viewed or updated
  

• A Won instruction back option is also available for future use
  

• The property is marked as External with current agent name beside this
  

4. Contacting Lost MA vendors

From the Organiser, Vendors to call list: 

• View the list in a grid (see 4a)
  

• Use the Status column to sort/filter or group the list
  
  For example:

• clicking the column heading sorts the list by status
  

• clicking the arrow to the right of the column and selecting For Sale - Available (Lost MA) will display just the Lost MA properties

All properties that have a Next Call date of today, or a date previous to today, will be displayed here

5. Reporting options

A list of lost MAs can be generated using Power Reports

• Click here for information on building a Power Report
  

• Click here for information on the Market Appraisal Analysis dashboard