Viewing and editing an appraisal

You can record your figures, fees and property details at the appraisal itself, while they're fresh.

Opening an appraisal

• Tap it on the Agenda or Now & Next.
• Or search from the Agenda and tap the Appraisals filter.

An appraisal has five tabs: Details, Sellers (or Landlords), System Log, Notes & Activities and Documents.

To open the property, tap the … in the top right, then Open Property File.

What the Details tab shows

Sales appraisals:

• Status, Price, and the date, time and agent
• Property Details and Location
• Sales Profile: marketing price, low and high guide, price qualifier, property type, sale by, tenure, lease expiry, service charge and ground rent
• Contract Information and Tax Information
• Fees
• Material Information
• Appraisal Questions

Lettings appraisals show the rent and how often it's paid, the deposit, the Lettings Profile, lettings contract details and fees, Material Information, Appraisal Questions and Particulars.

Editing an appraisal

1. Tap the pen button.
2. Change what you need. See What you can change below.
3. Tap Save. You'll see Appraisal edited.

When you've saved, check your figures show on the appraisal.

If you see A Low Guide should be lower than a High Guide, check the guide prices. If you see Please correct the price error before saving, fix the figure that's highlighted.

What you can change

Sales:

• Price
• Bedrooms, bathrooms, receptions and floor area
• Low and high guide, price qualifier, property type, sale by, tenure, lease expiry, service charge and ground rent
• Contract type and expiry date
• Local authority and council tax band
• Fees:
  • choose Percentage or Fixed Fee
  • VAT is worked out at 20%, but you can type over it
  • Fee basis: No Sales No Fee, Upfront or Split
  • Fee notes
• Answers to your agency's appraisal questions
• Material Information: utilities and parking, property composition, rights and restrictions, flood and erosion risk, and accessibility

Lettings, as well as the above where it applies:

• rent, deposit and how often rent is paid
• rental service level, let period, lease type and date first available
• management fee and letting fee, as a percentage or a fixed amount
• electricity, gas, telecoms and water providers
• Particulars: furnishings, what's included (such as bills or internet), and requirements (such as no pets or no smokers)

What you can't change in Pocket

Do these in Loop:

• change the appraisal's status or outcome
• move the appraisal to another date or time, or change the agent
• cancel the appraisal
• change the address, or the seller or landlord

Related articles

• Booking a sales or lettings appraisal
• The property record
• Notes and activities on a record