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'

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 radio button. In this section you are able to set a lower valuation, set an upper valuation and add your suggested market price. 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 Preposed 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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