This guide has been reviewed against our global client base and classed as relevant all regions
Before carrying out a market appraisal, a property record should be added to the system and the market appraisal appointment booked - this article outlines the process involved
1. Search for & add new property record
Before adding a new property, check that there isn't a record already on the system
Click Universal Search (magnifying glass top left) Can search by vendor/landlord email address, phone number, postcode, name or address
Enter your search text (e.g. postcode) and press enter
If not found, at the bottom of the menu bar - click Add New
Select New Property and choose Sales or Lettings, as required A new property record will be created, as shown in step 2
2. Enter property address
Enter the property address You may have postcode software which will do this for you
Enter the property Area This may be automatically entered for you
Sales property
See step 3 for information on adding the vendor details
Lettings property
See step 4 for information on adding the landlord details
3. Enter vendor details
From the property record, Vendor panel:
Click Enter Vendor - the vendor details screen will be displayed
Complete details of the Primary Vendor on the left and any Second Vendor or Additional Vendors to the right
In the panel bottom right, enter:
Type - pick from drop-down list to indicate the vendor type (e.g. private, builder, corporate, etc.)
Source - pick from drop-down list to indicate the main reason the vendor has engaged with your business
Selling - pick from drop-down list to indicate the vendor selling reason (e.g. divorce, family size, probate, etc.)
Closing the screen will automatically save the vendor details, showing the vendor names on the property record, including the contact details for the primary vendor
Move to step 5
Icons beside the primary vendor contact details provide shortcuts for calling, texting or emailing
4. Save & select landlord
Before you can enter landlord details, you need to save the property record
From property record:
Click Save (button top right)
From the Type panel:
Click Landlord (or click Agent if the landlord is an external agent)
Search for the landlord record If not found, click Add (button top left)
Double-click when found Landlord details will be shown on screen
Click Landlord name to view the landlord details, including the landlord financial details - see 4a
Icons beside the landlord contact details provide shortcuts for calling, texting or emailing
4a. Landlord details & landlord financial details
Click landlord name to view landlord details
If a new landlord record has been created, enter landlord name, contact details and address
If an existing landlord record was selected, these details will already be entered - plus their properties will display in the Landlord's Properties panel
In Financial, click the pencil icon to edit the Landlord Financial Details Enter information such as Ownership, Pre-authorised works order limit, Preferred suppliers & Accounts Details
5. Enter property attributes
At market appraisal stage, basic property details can be added as property attributes, but can then be updated post-market appraisal
From Attributes panel on property:
Click edit (pencil) icon - shown in step 2 Sales example
Lettings example
A summary of the Attributes chosen are displayed on the main property record
6. Save & set Marketing Consent
On property record:
Click Save (button top right)
The Marketing Consent Information screen will be displayed Indicate the vendor/landlord preference(s) and click Accept
Vendor/landlord Marketing Consent can be viewed and updated at any time
Vendor screen
Landlord screen
7. Book Market Appraisal appointment
When the property Status is Pre Appraisal or Market Appraisal - an MA button is available on the toolbar to book the appraisal in the diary
Click MA (button top left) A new appointment window is opened with the property & vendor/landlord details already entered
In Entry Date, enter the date of the appointment
In the From and To fields, enter the start and end times for the appointment
Entry Type should be left as Market Appraisal
Next to Accompanied, ensure the name of the person carrying out the appraisal is displayed, click the link to change, if needed
Click Check Calendar to make sure you have a free slot for the appointment - see step 7a
To confirm the appointment, when applicable, click All Confirmed Or individual Confirmed boxes are available if the appointment is partially confirmed
Click Save (button top right)
7a. Check calendar function
If you are unsure when the MA appointment can take place, use the Check Calendar function to jump to the diary to search for an available slot
Click Check Calendar (top left of appointment screen)
The Diary will be displayed showing an appointment for the currently selected day/time
If the appointment day/time is acceptable, double-click to return to booking the viewing
If you need to change the appointment, hover over it then click & drag to the required time/day (mouse pointer should be a 4-headed arrow) To make the appointment duration longer/shorter, hover over the bottom border of the appointment then click & drag (mouse pointer should be a 2-headed arrow)
Double-click to return to booking the MA appointment The new time/duration/date will be applied to the appointment
8. Property Status
Depending on your configuration, the property Status will be Pre Appraisal or Market Appraisal
When you win the instruction or you receive notification that the vendor/landlord has instructed another agent, you can change the status accordingly See these guides for more information: Prepare a property for marketingLog lost market appraisals
