Logging lost market appraisals

This guide has been reviewed against our global client base and classed as relevant to all regions

Logging lost market appraisals allows details to be recorded and a follow-up call to be scheduled - Lost MAs can also be reported on

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

3a. Viewing vendor details

Vendor details can be viewed by clicking the orange contact icon to the right of the agent name

4. Contacting Lost MA vendors

From the Organiser, Vendors to call list:

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

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

4a. Viewing vendors to call in a grid

From the Organiser, Vendors to call list:

5. Reporting options

A list of lost MAs can be generated using Power Reports

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