How to record a Market Appraisal Opportunity

This article explains how to record a market appraisal opportunity in Loop, allowing you to track and nurture potential sellers.

What is a Market Appraisal Opportunity?

A market appraisal opportunity represents a potential seller who has expressed interest in selling their property but hasn't yet booked a formal appraisal. This feature allows you to capture their details and schedule follow-up activities.

Steps:

1. Navigate to Appraisals:
   • In the left-hand menu, click on "Appraisals."
2. Add a New Appraisal:
   • Click the green "Add New Appraisal" button in the top right-hand corner.
3. Select Appraisal Type:
   • Choose the "Market Appraisal Opportunity" option.
4. Enter Property Address:
   • Enter the property's postcode and house number.
   • Loop may automatically populate the full address and display relevant property information (if integrated with a prospecting module).
5. Enter Property Attributes (Optional):
   • Add any known details about the property, such as the number of bedrooms or property type (e.g., "attached four-bedroom property").
6. Enter Seller's Details:
   • Enter the seller's name (e.g., Mr. George Armstrong).
   • Enter the seller's telephone number and email address (if available). If an email address is unavailable, you may enter your own for temporary tracking purposes.
7. Proceed:
   • Click "Proceed."
8. Save the Opportunity:
   • Click "Save and Submit."
9. Access the Opportunity:
   • In the main appraisal module, click on the "Opportunities" tab to view the newly created opportunity.
10. Schedule Follow-up Activity:
    • Select the opportunity (e.g., George Armstrong for 106 Ridge Gardens).
    • Click the "Add Activity" button in the top right-hand corner.
    • Choose the activity type (e.g., "Call").
    • Enter a description for the activity (e.g., "Call to see if ready to sell").
    • Set the date and time for the activity.
    • Set an in-app reminder or notification (optional).
    • Click "Save."

Benefits:

• Allows you to track potential sellers and nurture leads.
• Provides a structured way to manage appraisal opportunities.
• Enables you to schedule follow-up activities to increase the likelihood of booking an appraisal.

Support:

• If you have any questions or require assistance, please contact the support team at support@loop.software