Seller valuation and seller reports
Starting at 1:02
In this video, you'll prepare a seller's valuation in the CRM, and then keep them informed once their home is on the market. Open your seller and go to the current stage. At Appointment Prep, record whether the valuation is ready, the comparable properties you'll show, your marketing plan and the documents you'll need. Then save.
Questions about this
How do I record a seller valuation?
Open your seller and go to the current stage. At Appointment Prep, record the comparables, marketing plan and documents you'll need. At Valuation delivered, enter the seller's expectation, your recommended range and suggested asking price, set the status to Sent and save, then click Progress. Every figure stays on their record for the listing agreement.
How do I keep my seller updated on viewings?
Log each viewing under Showings and feedback and record the outcome. Then click View seller report: it brings together their viewings, the feedback and the activity on their listing, and you can download it to send. Keep feedback factual, because it goes into the report.
