About this solution
What you get
An appraisal is given, the vendor says they are thinking about it, and eight months later the property appears on the market with another agency. Nobody dropped the ball deliberately; there was simply nothing prompting anyone to call.
Every appraisal goes on the board with a follow-up schedule behind it. Each week the agent gets a list of who to contact, and the outcome is recorded when it lands. A principal can see conversion by agent over a period rather than guessing at it.
Deliberately, this prompts rather than sends. Automated drip messages to vendors you appraised are a different product with a deliverability profile to match; the value here is that the call actually happens, made by the agent, at the right time.
Scope
Included vs needs scoping
What's included
- Every appraisal recorded with date, agent and property
- Configurable follow-up schedule after the appraisal
- Task list of who to contact this week
- Outcome recorded per appraisal - listed, lost, still deciding
- Notes and contact history per vendor
- Reminders to the responsible agent
- Conversion view by agent and by period
- CSV export for principal review
Not included / needs scoping
- Sending the follow-up messages automatically - the tracker prompts, the agent contacts
- Integration with your CRM or portal feeds
- Comparable sales or market value updates
- Listing management once the property is signed
- Marketing automation to a vendor database