When a property is being considered for sale by the agency, the first step is generally to conduct a valuation to determine its market value.
- Follow the steps for adding a resale property within the sales module.
- Leave the default property status at Valuation.
- Click Save.
- You will automatically be redirected to the Add Valuation form, where you can schedule the valuation appointment.
A valuation property is limited in terms of the actions you can perform on it, since it's not fully on the agency's books at this stage.
For example, you cannot arrange viewings, record offers, and other activities which will only come into play as the property status is updated during the sale lifecycle.