After you have created a Market Appraisal Appointment and have attended the appointment date, you are ready to create and send the Market Appraisal Presentation. Here are the easy steps:
1. Find the Appointment: You can easily find it in two ways.
Use the Search Bar: Search by address, First Name, Surname, post code, etc and then select from the drop down menu.
or Click on the appointment date in the Calendar:
2. Click Create the Appraisal: Once you have opened the appointment, click Create Appraisal which is located inside a drop down menu once you click on the three dots on the right.
This will change the appointment to a Market Appraisal - it cannot be changed back to an appointment so be sure you are ready for this before clicking 'Convert to Market Appraisal':
Property Profile
The information you had already entered is all here. You are able to quickly add a few bits and then send it or you can add as many details as you would like.
Tip: Click the drop down arrow to open each section
3. Valuation Info:
All of the required fields are located within this section. You can complete this and then send the presentation to your client.
Price Qualifier: Leaving this as Default allows you to add in a min, avg and max price.
Changing to any other option will take away two of the prices (min and max and allow you to choose options like Fixed price, guide price, offers over, etc. for the avg)
Valuation Price: Please add the price you valued the home for.
Fee Quote, Fee Type and Vat: These are required fields however you do not need to show them on the presentation and can easily Hide the Fee.
You can add an additional Fee as well:
Once you have added the Fee, click Save:
Duration Information: This is the Duration of your agreement with the client. You can choose NA if you do not want a Duration on the presentation
Valuation Note: This is not client-facing. These notes are for your knowledge and will not be on the presentation.
4. Click Save: Save this section before making the presentation Live.
At this point, you can make the presentation Live and Send the information. We will go through these steps now. If you would like to add further details, there are links at the bottom of this article detailing every option to add.
5. Turn on the Presentation site, Preview it and Send it to the Client: Build the website now by clicking this button, and making the bar green.
To preview and send, click the three dots on the right and a drop down menu will appear with all the relevant options.
Send Quick SMS & Email - this will send the default text and link to the market appraisal report via email and SMS
Send SMS & E-mail - this will allow you to edit the default text and link to the market appraisal report before you send via email and SMS
Example email:
Important note: Please do not edit anything in the brackets as this is code. The brackets will contain the relevant information in the email that is sent out as it takes it from the system automatically.
You have completed sending the presentation! We will notify you if the contact has not opened the email within 24 hours. Once they click on the presentation, we will notify you when they are active on your site, have read a blog or looked at their Market Appraisal Presentation.
Additional details you can add to the appraisal: