Booking an appraisal from a buyer record

If a buyer has a property to sell, you can book a market appraisal straight from their buyer record. Use this when a buyer needs to sell before they can buy, or when their home is on the market with another agent and they want a second opinion.

Before you start

• Loop carries the buyer's name, contact details and current address over to the appraisal, so you don't need to enter them again.
• The person stays a buyer. Booking the appraisal also creates a seller record for them, linked to the property being valued.
• If the buyer might sell but isn't ready for an appraisal yet, record a market appraisal opportunity instead. See Recording a market appraisal opportunity.

Steps

1. In the left-hand menu, click Buyers.
2. Open the buyer record.
3. Click Book Appraisal in the top right-hand corner.
4. Check the name and contact details that Loop has filled in.
5. Check the address. If the property to be valued isn't the buyer's current home, change it to the address of the property to be valued.
6. Select the type of appraisal.
7. Fill in the rest of the appraisal details, including the date and time.
8. Click Proceed.

The appraisal is booked and appears in the Diary. The person now has a buyer record and a seller record.

Example

Jamie Placeholder is a buyer, but needs to sell their flat at 2 Sample Road before they can buy. They'd like a valuation on Tuesday at 10am.

1. In the left-hand menu, click Buyers.
2. Open Jamie Placeholder's buyer record.
3. Click Book Appraisal in the top right-hand corner.
4. Check Jamie's name and contact details.
5. Check the address shows 2 Sample Road.
6. Select the type of appraisal.
7. Set the date to Tuesday and the time to 10am.
8. Click Proceed.

Need help?

Contact the Support Team at support@loop.software.