Following up a valuation

PropertybeSlick

A step-by-step guide to help estate agents follow up completed valuations.

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.

Marketing price:
Our fee:

2Diarise a follow-up phone call

Importance: Essential

Schedule a call for the date and time agreed with the vendor during the valuation appointment.

Vendor number:

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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