Simplify your appraisal process
Quick and easy to set up. Choose from a range of ready to go templates or create unlimited new ones. With CRM integrations that auto populate content and automated journeys as standard
Market Appraisals that impress!
Stand out from the start! Impress potential clients and maximise your win rate with our Market Appraisal module.
Win more instructions
Impress potential clients and maximise your win rate with our Market Appraisal module.
From pre-appointment comms to slick in-room presentations and automated follow-ups, impress potential clients and maximise your win rate.
See the latest Marketing Toolkit Features on our Reveal
Build trust with personalisation
With insight driven personalisation at every stage, from pre-appointment invitations to tailored appraisals. Impress prospects with advice based on their unique circumstances.
Complete branded experience
Flexible content and format options that bring your brand to life before you even walk through the door! Add a video intro, share a bit about your team – creating a standout branded experience.
Automated nurture journeys
Stay front of mind post Market Appraisal with automated, personalised follow-ups. Track interest, respond fast, and turn opportunities into instructions.
Market Appraisal iamproperty CRM integration
Fully integrated with our CRM, it eliminates admin and simplifies data entry—from valuation bookings right through to post-appraisal follow-ups
Streamlined data entry
Book appointments as usual in your CRM and they’ll instantly sync with the Market Appraisal module. Appointment, client and valuer details are automatically added — so you're ready to go, faster.
Automatic pre-appraisal invitation sending
Choose to send your pre-appointment presentation automatically —complete with your branding, branch and contact details. Your valuer details are matched so any valuer specific content will be dynamically updated too. Or you can choose to review and tweak each invite before it goes out.
Valuer data sync in pre-proposal & Proposal documents
Valuer details are automatically pulled into your proposal presentation, creating dynamic, valuer-specific content to speed up proposal creation.
Data and time sync
If an appointment date or time changes, the update is reflected in both systems — no double entry needed. And the pre-appraisal invitation is resent – so your prospect has the latest appointment details.
Journal entries
Appraisals, proposal sends and status updates are logged automatically in your CRMs journal, including key activity notes and a link to the proposal.
Tasks created
Tasks are triggered automatically in your CRM, helping you move things forward and follow up at the right time.
Want to find out more?
Find out how we can help you stand out from the start! Impress potential clients and maximise your win rate with our Market Appraisals module.