How to Book an Appraisal from the Buyer File in Loop

Introduction

This guide explains how to book an appraisal directly from the buyer file in Loop. This feature is particularly useful when a newly registered buyer has a property to sell or is seeking a second opinion on their current listing.

Steps to Book an Appraisal

1. Identify the Opportunity

   • If a buyer indicates that they need to sell a property before purchasing or they are already on the market with another agent but looking for a second opinion, you can book an appraisal directly from their buyer file.

2. Click the 'Book Appraisal' Button

   • Locate and click the ‘Book Appraisal’ button in the top right-hand corner of the buyer file.

3. Automatic Data Transfer

   • Loop will automatically transition you from the buyer section to the appraisal module.
   • The system will pre-fill the buyer's address, name, and contact details, eliminating the need for manual data entry.

4. Complete the Appraisal Registration

   • Select the type of appraisal being conducted.
   • Fill out any necessary details in the appraisal registration form.

5. Finalize the Appraisal

   • Click ‘Proceed’ to confirm and book the appraisal within Loop.

Need Assistance?

If you have any questions or require further support, please contact our support team at support@loop.software.

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