Creating a New Property Valuation
David Weller
15 steps
2 minutes
Estatesit
Estatesit
1
Click on the little arrow on the popup menu on the left.
2
Click "New Valuation"
3
Enter the details of the vendor/landlord.
4
Enter contact information.
5
Enter the postcode of the property being valued.
6
Click on the magnifying glass
7
Click "Select Address..."
8
Select the address of the property.
9
Make sure to select the price type (Sales or Rent) this will create the contact as the correct type (Vendor/Landlord)
10
Click "Sale" or "Rent"
11
This button will link out to Homesearch and allow you to see a report about the property.
12
Report example below.
13
Click "Save"
14
Select when you want to book the valuation for.
15
Click "Save"
Creating a New Property Valuation
David Weller
15 steps
2 minutes
Estatesit
Estatesit
1
Click on the little arrow on the popup menu on the left.
2
Click "New Valuation"
3
Enter the details of the vendor/landlord.
4
Enter contact information.
5
Enter the postcode of the property being valued.
6
Click on the magnifying glass
7
Click "Select Address..."
8
Select the address of the property.
9
Make sure to select the price type (Sales or Rent) this will create the contact as the correct type (Vendor/Landlord)
10
Click "Sale" or "Rent"
11
This button will link out to Homesearch and allow you to see a report about the property.
12
Report example below.
13
Click "Save"
14
Select when you want to book the valuation for.
15
Click "Save"
