Entering a Valuation on to a Property
This guide will take you through how to record a valuation on the property. Don't forget you can record a valuation on a property regardless of the status. Please remember you can add more than one valuation to a property as well so perhaps one for sales and another one for lettings.
Please see our video guide for 'Entering a Valuation'
Prior to attending a valuation appointment, you can now benefit from Dezrez's integration with Homesearch by accessing key data about the property to support Material Information compliance and begin expectation-setting for the Valuation.
You can do this by accessing and generating the 'Pre-Valuation Report'. Begin by accessing the property page, the valuation tab, then clicking on 'Actions' on the right-hand side.
You then need to click on 'Generate pre-valuation report'.
You then have access to the report from Homesearch:
Scroll down for:
- Estimated Sales Price
- Estimated Rental Price
- Number of Bedrooms
- Internal area
- Sales history
- Council task bands
- Recorded EPC listings
- And much, much more!
Once finished reviewing the report, please click Close.
To add a sales valuation onto the system you must first navigate to a property that is at pre-valuation. Once on the screen, you will be on the valuation tab, to add either a sales valuation or a lettings valuation click on Record Valuation
You then will have two options to choose from 'sales valuation' or 'lettings valuation'. Click the relevant button. In this section you are able to set a lower valuation, set an upper valuation and add your suggested market price. 'Compare marketplace' will search your Dezrez properties only to see if you have price comparables within the area. Once entered, you will see your previous valuation notes and here you can add to them.
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. You can also add a fee for each section in the Proposed fee section.
After all of the info is entered, you can now click on Generate letter pack to produce your valuation letter. Once all completed you can press Preview to edit the documentation before you send it or click record valuation and send out the info.
Once you press to set the 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 Not Instructed box.
To enter another valuation (either sales or lettings) click on the Record valuation option and complete the details as above to show both valuations.
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