Book/request a valuation or viewing using Reapit Online

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

Reapit Online provides your customers with the ability to book/request viewings and valuations via your company website - this guide outlines the typical processes and options available for this functionality

When implemented, your company branding will be used and wording will be tailored to reflect your approach - for example, you may want to use 'request' rather than ‘book’ a viewing/valuation

Depending on how your business have chosen to implement this function, there may be differences to some functionality shown in this guide

This guide covers how to:

1 Book/request a valuation
2 Book/request a viewing

Book/request a valuation

1. Choose to book/request valuation

On company website:

Click Book a Valuation (or similar)

2. Enter basic detail

Specify whether the property is to sell or to let
Enter email address
This will be used to confirm the appointment
Enter the property postcode
This determines which office the valuation request goes to
Click Get Appointments

3. Choose appointment

Availability for the relevant office will be displayed

Select the desired date & time for the valuation appointment

To allow a suitable lead time and to work in with office open hours, Reapit Online configuration determines when appointments are available from

The system also looks at which negotiators are available and how much time is allowed between appointments to determine the available slots and who is assigned which appointment

4. Your details

The customer needs to:

Complete Your details
* denotes required fields
Click Request Appointment

All information entered is passed to Reapit

5. Booking/request confirmation

Details of the booking/request are displayed on screen

This is also sent to the customer via email & SMS (text) message and can also be sent to the attending negotiator/valuer

6. Information passed to Reapit

Task
A task is created for the negotiator to inform of the online valuation request
A link to the property and contact record is included in the task
Appointment in diary
A Market Appraisal appointment is automatically created in the Reapit diary
The appointment will need to be marked as Confirmed, when appropriate
Contact record
When no matching contact record was found (using the contact details supplied), a new contact record is created
The Source will be marked as a website valuation enquiry (or similar)
This allows reporting to be carried out to measure success of the online valuation booking function
Property record
A new property record is added for the valuation property
The Notes panel (bottom right) contains standard text to indicate why the property record was created
This allows general notes keyword reporting to be carried out to measure success of the online valuation booking function

Book/request a viewing

1. Choose to book/request a viewing

On your company website, from a list of properties for sale/to let:

Beside the relevant property, click Book a Viewing
(or similar)

2. Enter email address

Enter the email address to be contacted on
Click Get Appointments