Valuations

 This area will allow you to:

• Record the client instructions to market their property
• Assign the client to a branch
• Record the client contact information and contact method e.g. via SMS, MMS (picture
• messages), email or post
• Assignment of a web portfolio area – Allowing access to activity reports including
• mail-outs, web hits, email and SMS figures (this section is automatically transferred to
• the Property Management Area below).
• Record brief property information e.g. area, district, type of property and special
• features
• Diarise the valuation appointment
• Record the actual valuation details once the valuation has physically taken place
• Obtain statistics and market information and record whether the instruction was won
• or lost and reason why
• Link to valuation letters
• Record of all history relating to the valuation of call communications and notes e.g.
• letters sent, phone conversations, notes etc
• Ability to transfer the property to the live property file once an instruction has been
• successful
• Search valuation or browse all valuations - this can be negotiator filtered, branch
• filtered or display all reports

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