1Prepare and send a personalised letter to the vendor confirming the recommended marketing price of the property and our fee
Importance: Essential
Re-iterate any advice given during the valuation appointment.
2Diarise a follow-up phone call
Importance: Essential
Schedule a call for the date and time agreed with the vendor during the valuation appointment.
3Call the vendor at the arranged time to get feedback
Importance: Essential
4If the vendor is happy to instruct, instigate the ‘Taking on a new instruction’ process
Importance: Optional
Re-confirm the agreed marketing price and fee with the vendor at this stage.
5If the vendor is instructing a different agent, record this within the vendor’s file record
Importance: Optional
Include the reason why they have chosen a different agent.
6If the vendor has decided not to sell, record this within the vendor’s file record
Importance: Optional
Flag the record for follow up at a later date (depending on the individual vendor’s circumstances).
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