Sales Valuation to Instruction

Sales Valuation to Instruction

This workflow covers a vendor enquiry from the first call through to the point where the vendor instructs the agency and the property can be prepared for marketing.

1. Register the vendor and property

Search for the owner first. If they are new, create a Contact with the Vendor role.

Create the property with the information available from the initial conversation, normally including:

• address;
• contract/class;
• property type/style;
• bedrooms/bathrooms/receptions where known;
• owner(s).

The initial record does not need the finished marketing particulars. Its purpose is to support the valuation workflow.

2. Book the valuation

From the property, choose Book Valuation, then select the diary slot and staff member.

Confirm whether the owner should receive the configured valuation appointment email/letter.

3. Carry out the valuation

Before attending, review the contact/property history and any earlier valuation information.

After attending, update Standout with:

• recommended/valuation price;
• notes/advice;
• useful property information gathered at the appointment;
• any follow-up promised to the vendor.

4. Record the decision stage

After valuation, the property is normally awaiting the vendor's decision. If they are not ready to instruct immediately, create a follow-up task rather than relying on memory.

Opportunity Finder can also identify older valuations still waiting for a decision.

5. When the vendor instructs

Complete the information required for marketing, including:

• agreed asking price;
• owner/contact details;
• property details;
• rooms/descriptions;
• media/photos/floorplans;
• EPC/compliance information where applicable;
• agency terms/fees and any internal information required by your process.

Then follow Marketing a Property to prepare and launch the property.

If the vendor does not instruct

Record the outcome/status accurately. If they may be worth re-contacting later, create a task or allow Opportunity Finder to surface them according to the opportunity rules.

Common mistakes

• Building a second property record when one already exists from an earlier valuation.
• Not recording the valuation outcome after the appointment.
• Leaving a property in an active decision stage indefinitely with no follow-up action.
• Changing to Available before particulars/media are ready and approved.