What you get
Agents who ask questions before the appraisal win more listings. Almost none do it consistently, because it means remembering to send something between booking the appointment and turning up.
The vendor gets a link after the booking is made. Five minutes on their phone tells you what they think the property is worth, why they are selling, what their timeframe is, and what they have already been told by other agents. You arrive with that in your hand instead of discovering it in the first ten minutes.
This is the simplest build in the catalogue and the strongest pitch, which is a useful combination. The firm exclusion is comparable sales data – CoreLogic and Pricefinder licence that, and promising automated comparables inside a one-week build is a promise that cannot be kept.
Included vs needs scoping
What's included
- Questionnaire built from your own appraisal questions
- Sent to the vendor by link after the appraisal is booked
- Mobile-friendly for vendors completing it on a phone
- Responses delivered to the agent before the appointment
- Printable one-page summary to take to the appraisal
- Response history stored against the property address
- Reminder to the vendor if the form is not completed
- CSV export of all responses
Not included / needs scoping
- Comparable sales data of any kind - that data is licensed
- Automated property valuation of any kind
- Integration with your CRM or portal feeds
- Booking or calendar management for the appraisal itself
- Post-appraisal follow-up scheduling - that is a separate entry