Log details of other agent appraisals (sales properties)

Owned by Fiona Hardy
Last updated: Oct 17, 2023
3 min read

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

This article outlines how competitor market appraisals for sales properties can be logged and reported on

To log other agent appraisals, you first need to ensure that the agent details have been entered on the system as a company record

To check whether the agent has been added as a company:

  • On the main menu, click Company and search for the required agent

  • If not found, click Add Company and enter the agent company details
    Make sure you select the Business type of Estate Agent

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)

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

  • Click Accept

  • Details are shown at the bottom of the Financial screen

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

  • Select required Other Agent Appraisals criteria to report on

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

For more information Power Reports, click here: Power Reports

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