Log lost market appraisals

1. Change property status

From the property record:

• Click the Status menu and select Lost instruction to other agent

  

2. Complete lost instruction details

• Instructed Agent: click link to select the instructed agent’s company record

  • If details of other agent appraisals have been entered, the relevant agents will be offered - select the required agent and click Accept
    Or select Other and search for the required agent’s company record (if not found, add new)

    

    For more information on logging other agent appraisals, click here:
    Log details of other agent appraisals (sales properties)

  • If no other agent appraisals have been entered, the company search screen will be displayed to search for the required agent’s company record (if not found, add new)

• Reason: select the reason the vendor chose this agent - if Other is selected, notes can be added

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

• Click Accept

3. Lost MA property screen

From property record:

• The status is For Sale - Available (Lost MA)

• The vendor section shows the property as External with the agent name visible

  • Click the agent link to view the agent record

  • Click the contact icon (to right) to view the vendor details
    Hovering over the icon shows the vendor name(s)

    

View lost MA details

• Click Status menu to view the Lost appraisal details

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

  

4. Contacting Lost MA vendors

Lost MAs due to be contacted are flagged in the Organiser via the Vendors To Call list

From Organiser:

• Right-click over Vendors to call and select Full results to view the Vendors to Call grid
  All properties that have a Next Call date of today, or a date previous to today, will be displayed here

• Click to the right of Status column heading and select For Sale - Available (Lost MA)

  

• The grid is filtered to show Lost MA vendors to call

  

5. Reporting options

A list of lost MAs can be generated using Power Reports

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

• Ensure that the Property Report type is selected for Sales or Lettings, as required

• Click Show more and select Instruction lost
  When running a sales property report, a Lost MA date criteria option is also available - this criteria option should be ignored as it acts in the same way as the Instruction lost criteria

  

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 4 weeks