This guide has been reviewed against our global client base and classed as relevant to all regions
Valuation figures and fees discussed during a market appraisal is valuable information which should be recorded
This article outlines where these figures should be entered on the property record
1. Access property Financial screen From the property record:
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2. Enter valuation figures & fees Enter thefollowing:
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The valuation figures can be used to populate letters for future correspondence with the client and also ensure that pipeline figures are reported correctly when generating reports