Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

Before carrying out a market appraisal, a property record should be added to the system and the market appraisal appointment booked - this article outlines the process involved


1. Search for & add new property record

Before adding a new property, check that there isn't a record already on the system

  • Click Universal Search 
    (magnifying glass top left)

    Can search by vendor/landlord email address, phone number, postcode, name or address

  • Enter your search text (e.g. postcode) and press enter

  • If not found, at the bottom of the menu bar
    • Click Add New
    • Select New Property
    • Choose Sales or Lettings, as required


A new property record will be created, as shown in step 2


2. Enter property address

  • Enter the property address 
    You may have postcode software which will do this for you

  • Enter the property Area
    This may be automatically entered for you

Sales property

See step 3 for information on adding the vendor details


Lettings property

See step 4 for information on adding the landlord details


3. Enter vendor details

From the property record, Vendor panel:

  • Click Enter Vendor

    The Vendor Details screen will be displayed
  • Complete details of the Primary Vendor on the left and any Second Vendor or Additional Vendors to the right

  • In the panel bottom right, enter:
    • Type - pick from drop-down list to indicate the vendor type (e.g. private, builder, corporate, etc.)
    • Source - pick from drop-down list to indicate the main reason the vendor has engaged with your business
    • Selling - pick from drop-down list to indicate the vendor selling reason (e.g. divorce, family size, probate, etc.)

  • Closing the screen will automatically save the vendor details and show the primary vendor details on the main property screen

Icons beside the primary vendor's contact details provide shortcuts for calling, texting or emailing them

  • Move to step 5


4. Save & select landlord

Before you can enter landlord details, you need to save the property record

From the Type panel:

  • Click Landlord
    Or Agent if the landlord is an external agent

    Search for the landlord record
    If not found, add new

  • Double-click when found

    Landlord details will be shown on screen

  • Click Landlord name to view landlord details screen - see 4a


Icons beside the landlord's contact details provide shortcuts for calling, texting or emailing them

4a. Landlord details & landlord financial details

  • Click landlord name to view landlord details
  • If new landlord record created, enter landlord name, contact details and address
    If an existing landlord was chosen, these details will already be entered, including the landlord's properties

  • In Financial, click the pencil icon to edit the Landlord Financial Details

    Items such as pre-authorised works order limit, preferred suppliers & bank details are stored here

5. Enter property Attributes

At market appraisal stage, basic property details can be added as property Attributes, but can then be updated post-market appraisal

What is displayed in your property Attributes screen is dependent on configuration

From the Attributes panel:

  • Click the pencil icon (shown in step 2)

     Lettings example

  • A summary of the Attributes chosen are displayed on the main property record


6. Save & set Marketing Consent 

  • Click Save (top right)

    The Marketing Consent Information screen will be displayed

  • Indicate the vendor/landlord preference(s)

  • Click Accept


Vendor/landlord Marketing Consent can be viewed and updated at any time on the vendor/landlord details screen - see 6b


 6b - Marketing Consent options on vendor/landlord screen

7. Book Market Appraisal appointment

When the property Status is Pre Appraisal or Market Appraisal - an MA button is available on the toolbar to book the appraisal in the diary

  • Click MA (top left)

    A new appointment window is opened with the property & vendor/landlord details already entered

  • In Entry Date, enter the date of the appointment 

  • In the From and To fields, enter the start and end times for the appointment

  • Entry Type should be left as Market Appraisal

  • Next to Accompanied, ensure the name of the person carrying out the appraisal is displayed, click the link to change, as required 

  • Click Check Calendar to make sure you have a free slot for the appointment

     Using the Check Calendar function
    • Click Check Calendar (top left of appointment screen)

    • The Diary will be displayed showing an appointment for the currently selected day/time 

      If the appointment day/time is acceptable, double-click to return to booking the viewing

    • If you need to change the appointment, hover over it then click & drag to the required time/day (mouse pointer should be a 4-headed arrow)
      To make the appointment duration longer/shorter, hover over the bottom border of the appointment then click & drag (mouse pointer should be a 2-headed arrow)

    • Double-click to return to booking the appraisal
      The new time/duration/date will be applied to the appointment


  • When applicable, click All Confirmed

  • Click Save 


8. Property Status

Depending on your configuration, the property will Status be Pre Appraisal or Market Appraisal

When you win the instruction or you receive notification that the vendor/landlord has instructed another agent, you can change the status


If your business uses Pre Appraisal as the default status, you would usually move the property to Market Appraisal status after the appraisal appointment has taken place


  • No labels