Managing Appraisal Follow-ups and Lost Appraisals in Loop

Introduction:

This article explains how to manage appraisal follow-ups, mark appraisals as lost, and schedule follow-up calls in Loop.

Appraisal Follow-ups:

1. Accessing Appraisals to Follow-up:
   • Navigate to the "Appraisals to Follow-up" section within Loop.
   • This section displays a list of appraisals requiring contact.

Marking Appraisals as Lost:

1. Mark as Lost Button:
   • Locate the "Mark as Lost" button associated with the appraisal.
   • Click the button to reveal two options: "Lost" and "Lost Dead."
2. Lost Dead:
   • Select "Lost Dead" when:
     • The instruction has been lost to another agent and will not return.
     • A probate valuation will not proceed.
   • Add relevant notes to the appraisal.
3. Lost:
   • Select "Lost" when:
     • The appraisal is postponed.
     • The client is not selling.
     • The client has instructed another agent, but there is a chance they may return in the future.
     • The appraisal is a probate valuation that may proceed later.
   • Specify the reason for loss (e.g., postponed, not selling, instructed another agent, probate).

Scheduling Follow-up Calls:

1. Book a Follow-up Call:
   • When marking an appraisal as "Lost," click the "Book a Follow-up Call" option.
   • Choose a follow-up time frame: one month, three months, six months, or a custom date.
2. Mark as Lost:
   • Click "Mark as Lost" to confirm the lost appraisal and schedule the follow-up call.
   • The follow-up call will be added to your calendar as an all-day event on the specified date.
3. Saving the Call:
   • Click save to finalize adding the follow up call to your calendar.

Searching and Filtering Lost Appraisals:

1. Reason Search:
   • Loop allows you to search and filter lost appraisals by the reason for loss.
   • This enables you to create targeted lists and follow-up strategies.
2. Quick Lists:
   • Create quick lists based on specific reasons for loss (e.g., "Not Ready to Come to Market Yet").
   • Include appraisals with relevant reasons (e.g., postponed) in your quick lists.

Support:

For any questions or assistance, please contact the Loop support team at support@loop.software