Log details of other agent appraisals (sales properties)

1. View other agent appraisals

From the property record: 

• Click Financial button (beside price/commission fields)

• Click Other Agent Appraisals to display details already logged (and add new, see next step)

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2. Add appraisal details

From the Other Agent Appraisals panel (shown above):

• Click button (on right) to display the search companies screen
  Search for the required agent, double-click when found to display the company record, then click tick button (top right) to accept and use their details

• Complete the Other Agent Appraisal Details screen

  • Valuer can be chosen if staff names have been added to the agent's company record

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• Click Accept

• Details are shown at the bottom of the Financial screen

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3. Report on other agent appraisals

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

• Ensure that the Property Report type is selected for Sales

• From Linked Records select Other Agent Appraisals

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• Select required Other Agent Appraisals criteria to report on

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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 6 months and that have other agent appraisal information logged on their records
The other agent appraisal criteria can be used to narrow down the results

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