Booking a Market Appraisal

How to book a new appraisal

You can book a new appraisal from a 3 different places within Loop:

• The Appraisal Menu
• The Sellers Tab
• The Diary

Booking through the Appraisal Menu

• Locate the Appraisal tab from the left hand navigation bar
  
• Click +Add Appraisal in the top right hand corner
• Add the property by searching the postcode and selecting the address
• You can add the address manually if you wish by clicking on the 'Add Manually' button
• Complete the Property Attributes
• Add the seller details. If the seller is already registered a 'potential duplicate found' message will display under the Surname box. Click on this to add a registered seller from the list. You can add more than one seller by clicking on the 'Add Another Seller' button at the bottom of the seller information box
• Complete the Appointment Date & Time. The Team Member box should prefilled with your name but you can change the Attending Agent by clicking on the dropdown menu. Choose the Date and Time
• Choose if you would like to set a reminder for the next call by filling by clicking the 'Set' button. Fill in the details
• Click proceed
• Review the details to check they are correct and choose who you wish to communicate with
• Click Save & Submit
• Once the appraisal is booked it will appear in your Diary.

Booking through the Seller Tab

• Locate the Sellers tab from the left hand navigation bar
  
• Click +Add Appraisal in the top right hand corner
• Add the property by searching the postcode and selecting the address. 
• You can add the address manually if you wish by clicking on the 'Add Manually' button
• Complete the Property Attributes
• Add the seller details. If the seller is already registered a 'potential duplicate found' message will display under the Surname box. Click on this to add a registered seller from the list. You can add more than one seller by clicking on the 'Add Another Seller' button at the bottom of the seller information box
• Complete the Appointment Date & Time. The Team Member box should prefilled with your name but you can change the Attending Agent by clicking on the dropdown menu. Choose the Date and Time
• Choose if you would like to set a reminder for the next call by filling by clicking the 'Set' button. Fill in the details
• Click proceed
• Review the details to check they are correct and choose who you wish to communicate with
• Click Save & Submit
• Once the appraisal is booked it will appear in your Diary.

Booking through the Diary

• Locate the Diary from the left hand navigation bar
• Find the date you want to book the appraisal
• Click on the time and a box will appear with five options. Choose Sales Appraisal
• Add the property by searching the postcode and selecting the address. 
• You can add the address manually if you wish by clicking on the 'Add Manually' button
• Complete the Property Attributes
• Add the seller details. If the seller is already registered a 'potential duplicate found' message will display under the Surname box. Click on this to add a registered seller from the list. You can add more than one seller by clicking on the 'Add Another Seller' button at the bottom of the seller information box
• Complete the Appointment Date & Time. The Team Member box should prefilled with your name but you can change the Attending Agent by clicking on the dropdown menu. Choose the Date and Time
• Choose if you would like to set a reminder for the next call by filling by clicking the 'Set' button. Fill in the details
• Click proceed
• Review the details to check they are correct and choose who you wish to communicate with
• Click Save & Submit
• Once the appraisal is booked it will appear in your Diary.