Entering a valuation - Scottish functionality

To add a sales valuation onto the system you must first navigate to a property that is pre-valuation. Once on the screen, you will be on the valuation tab, and scroll down to add sales valuation or add a lettings valuation. In this guide, we will show you how to add a sales valuation to the system. 

To add a valuation, click "Record Valuation" then will have two options to choose from 'add a sales valuation' or 'add a lettings valuation'. Choosing a lettings valuation will allow you to input letting specific information such as rental term, furnishing, etc.

From this section you are able to set a lower valuation, set an upper valuation and add your suggested market price. You also have a few options like price text price qualifiers agency type and owning branch. From here you can select these in the drop-down.

You also have the ability to view comparable in the area, this will present in a map view showing all properties you have listed in the surrounding area.

One of the options on the screen is to select a fee, you can select either a pre-set fee that can be configured in our admin centre or you can select a custom fee that will allow you to add a fee ad hoc. If you add a fee ad hoc or a customer right you will be asked to enter a title price, percentage or pounds and a VAT rate. Once you are happy with this press okay.

Once you have entered the lower upper and suggested market price and filled in the relevant information once you are happy you can click "Record" in the bottom right. Once you press set valuation it will take you back to the valuation tab and you will be able to view the valuation that you just set. You can change this valuation at any point by clicking on the valuation. Once the vendor has instructed you, click "Instruct for sale"

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