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Property Profile - How to view the appointment from the property profile

Click on Properties in the left side menu which is highlighted in magenta below  Search for the property using the search bar and click t...

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Written by Brad Roby

Click on Properties in the left side menu which is highlighted in magenta below

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Search for the property using the search bar and click the magnifying glass

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Choose the property by clicking on the address

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You can now see your Market Appraisal and Viewing Appointments for that property here.

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Click MA to view the Market Appraisal appointment

The appointment date is always in Magenta

The Branch and Valuer are listed to the right

Following that is the scheduled Start and End times

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The property address is listed to the right of the end time

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Contact - Click on the contact tab view the contact detail page.

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Property- Click the property tab to view information like Category, Property Type, and Tenure.

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Questions - Click the Questions tab to view discovery questions

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Click the three dots at the right of the appointment to see a list of actions.

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You can Create an Appraisal based on the appointment. When you click on this, it will convert the appointment to a Market Appraisal. A Market Appraisal Presentation cannot be converted back. Find out more about creating a Market Appraisal Here

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Click on Edit to visit the Update an MA Appointment page. Here you can make any changes you need to.

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Click Cancel to cancel the event and select a reason why from the drop down menu that appears.

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Click Send Quick SMS & E-Mail to send an appointment reminder using the default templates.

Click Send SMS & E-Mail to edit and send an appointment reminder. You also can choose to send either both an SMS and E-Mail or send just an SMS, or send just an E-Mail.

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