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Market Appraisal Presentation - MA's Not Sent

When a Market Appraisal Appointment has passed and a presentation has not been sent, you are missing out on potential business.  We have c...

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Written by Brad Roby

When a Market Appraisal Appointment has passed and a presentation has not been sent, you are missing out on potential business. We have created a reminder for you and your team.

1. Click on the Calendar, which is highlighted in magenta here, and then on MA's not sent button on the right of the search

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2. Search: If you know who you are looking for, you can quickly Search for them by typing in any part of the address or their name, then click on the magnifying glass.

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3. Quick Search: You are able to search the list with specific criteria. Click Quick Search and a side panel will appear. Simply fill out what you are looking for, then scroll to the bottom to search.

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4. Results:

You can Sort your Results by any of the following categories:

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You can choose one of the results by clicking on the right facing arrow on the right hand side of their listed information

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5. Once you have chosen the contact, you will visit their Property Profile Page where you can review the information, edit the Market Appraisal Presentation and send it out.

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