How to add a New Appraisal

To add a new Appraisal, please follow the steps below:

1. In the left hand menu, select Appraisal. Here you can view a list of all Appraisals already added to your account.
2. Select the + Add button towards the top right corner.
3. Enter the property address which then searches for a matching property record.
4. Set appraisal date and type (sales or rental).
5. Choose time frame, interest level, and status.
6. Assign agents to the appraisal
7. Set price expectations.
8. Define commission structure (fixed percentage or amount).
9. Enter expected closing date.
10. Link Contacts: Attach seller or other relevant contacts.
11. Click the Save button.

Set Reminders: Use the “Add Reminder” button for follow-up.