Appraisals Walkthrough

Create an Appraisal Walkthrough with prompts to enter property details, property images, client motivation and internal comments throughout each step. Quickly view - and show your vendors & landlords! - the number of buyers/tenants waiting for a property like theirs and add an appraisal follow up task on-the-go.

*Note: to view appraisals in the mobile app you must be assigned as appraisal agent

1. Go to Reminders and tap on the event. Select Start Appraisal Walkthrough. 

2. Select basic details and click Start Appraisal. 

3. Confirm Basic Property Details. Select Add Photo if you wish to add images. 

4. Tap 'Choose photo' to upload images from your gallery or 'Take photo' to begin capturing photos.
 

If you would like to retake the photo, select Retake. If you are happy with the photo, select Use Photo.
 

5.  If you would like to take additional photos, select Upload photo & Add Another or select Upload to complete. 

6.  Click Next. Scroll down to 6b if you wish to delete an image. 

6b. To delete an image, tap the image, select Delete & Confirm. 

7.  Enter the Building Information and Features. 

8. Enter in client motivation, price range and commission and view the potential selling fee.

9.  Once you have finished the Appraisal Walkthrough you will be able to view how many contacts have been matched to the property as well as set a Follow Up Task

10. Tap Finish Appraisal to save details

11. You can view your photos via the appraisal card.

Within the CRM, you can view the appraisal photos via the resources tab and reorder and delete if applicable.