This area allows you to create a new Residential Appraisal record. When creating a new Residential Appraisal, the system expects that the property exists in the Properties database, if the property record does not exist in the database you will be required to enter the property information & then convert the property into an Appraisal.
 

This section also provides instruction on attaching an Appraisal Standard Activity Plan as well as attaching a Standard Advertising Plan.
 

1.       Ensure the correct Department is displayed/selected in the Department Drop Down List. E.g.

Residential

3.       Click on the Appraisals Option Button.

4.       Click on New.

5.       The Select Entity Active Window will be displayed with a list of all current Properties. If you

can see the property that you want to convert into an Appraisal, select it and click OK, alternatively enter your search criteria in the Look for field. You may search for a property using any of the Address fields, for example 12 Middlegate Street, Sydney. You may enter, 12 or Middlegate or Street or Sydney. Note: You are also permitted to enter abbreviations such as “Mid” or part of the word contents such as “gate”. See search a residential property.

6.       Click on the Find Now button.

7.       Once located click on it to select it and click OK.

8.       If not found click on the Add New button and proceed to enter the Property details. See Create

9.       Once the property has been selected from the Properties list, an Appraisal Active Window will

appear for you to enter the relevant Appraisal details.

10.     Enter the Date Appraised using the Calendar Drop Down Menu.

11.     Select the Lead Source from the Drop Down list.

12.     Select the Motivation from the Drop Down List. The default is set to High.

14.     Enter any Vendor Notes.

15.     Enter the Valued Price.

16.     Enter the Suggested Selling Price and indicate whether GST is applicable and if so if the

         GST is included.

17.     Referral - Records clients who refer an appraisal to your agency. The referrer must be a

contact in the database. The system will record the number of referrals each time a new referral is added and the details of each referral will be recorded on the associations page of the referrer contact.

18.     Enter any Comments, Inclusions, Inspections and Reason for Sale if applicable.    

19.     If an owner/lessor has not previously been appended to this Appraisal in the Property area

you will be required to append them prior to saving Appraisal record.

20.     If you want to attach an Advertising Plan, click on the Advertising Plan tab. (See Below)

21.     Click on Save and Close to save the information entered, alternatively click on the X at the top

right corner of the Active Window, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.

1.       If you have created Appraisal Activity Plans, when the Save and Close button is selected to

save a new Appraisal, the Attach Appraisal Activity Plan Active Window will be displayed.

2.       The system will display all relevant Appraisal Activity Plans in the Standard Activity Plan

Drop Down List for a target status of Current and Motivation that matches the entered Appraisal’s motivation. I.e.: High, Medium or Low

3.       Select the appropriate Standard Activity Plan from the Drop Down List.

4.       The Start Date will default to the current logon date, if you want the Standard Activity Plan to

start on a different date enter the date using the Calendar Drop Down List.

5.       Click on the OK button to attach the plan or click on the Cancel button to discard the

attachment.

6.       The items will appear in the Tasks area as well as the Calendar > Task Pad View on the

relevant commencement date.

Use this area to attach a proposed Advertising Plan if required.

An Advertising Plan is also sometimes referred to as an Advertising Budget. This area allows you to attach an Advertising Plan to an Appraisal. When an Advertising Plan is attached to an Appraisal and the property is then Listed you have an option to convert it into an Advertising Campaign and in doing so, assign scheduled dates for when the Advertising Items are due. Before attaching an Advertising Plan ensure that you have created the required Advertising Plan/s.

1.       Click on the Advertising Plan tab.

2.       If you have setup Advertising Plans, these will be displayed in the Standard advertising plan

Drop Down List.

3.       Select the appropriate plan

4.       You may add any more Advertising Items by left clicking in the white area under the Item

column.

5.       Select the relevant Advertising Item from the Drop Down List.

6.       Edit any of the existing lines by selecting a different Item in the Drop Down list.

7.       You may delete an Advertising Item by selecting the line and pressing the <Delete> key on

your keyboard.

8.       If you have edited the Advertising Items and would like to restore them to their original

settings, click on the Reset button.

Use this area to withdraw an Appraisal. See Withdraw an Appraisal. This Tab appears once the Appraisal is saved and closed and then reopened.

Use this area to view Standard Activity Plans that are attached to this Appraisal. Note: This area will be normally empty when first adding a new Appraisal and there are no Standard Activity Plans attached yet. This Tab appears once the Appraisal is saved and closed and then reopened.

Property Improvements Tab

Use this area to record all Improvements of this Property e.g. bedrooms, bathrooms, parking. The Property Improvements Tab can be seen in Property, Appraisals and Listings and the information is displayed in all 3 areas. 

9.       Once you are satisfied with the entries, click on Save and Close to save the information

entered, alternatively click on the X at the top right corner of the Active Window, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.