Log lost market appraisals

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

Logging lost market appraisals allows details to be recorded and a follow-up call to be scheduled - lost MA properties can also be reported on

1. Change property status

From the property record:

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

2. Complete lost instruction details

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)

  • Agency type is changed to Comparable

    This allows property reports to be run using the Agency criteria type of Comparable

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

For more information on building Power Reports, click here

Lost MAs can be seen on the Market Appraisal Analysis dashboard, click here for more information:

Related articles