The valuation template is great to customise how your potential clients receive your valuation report. It's best to keep this quite generic as it will be pulled through to each valuation you do on Street.
​
Don't worry about adding any specific details about properties in here as you will get the chance to add these in as your run through each valuation workflow. You may have previously had a valuation letter template set up, if so you can use that content here.

To get started, head to Settings (on the left side panel, at the bottom) > Branch Settings > Valuation Template.

Here you will see a number of different settings to set up. You can edit these to suit your branches needs.

The first section is the intro message, the first portion of text the customer will see on the valuation report and would typically be a short introduction to your branch / agency.

Next is a great opportunity to tell the vendor why they should choose your agency to market their property with.

The Default URLs section lets you add links out to various pages that you want the vendor to see, for example a link to your website or your Google reviews. These will show as clickable buttons in the valuation report.

These URLs cannot be changed when generating a valuation report unless you have a role with the permission 'Allow this user to update URL links on Valuation Reports' enabled.

The last section is Default Videos. Here you can add links to videos that you would like the vendor to have access to watch, such as a video introducing your branch staff or client testimonials. It's important that the video URL links are publicly accessible, ie on YouTube or shared file stored on the cloud.

In addition to the above settings, users can also set up their biography from the profile page that will also show on the valuation report they sent. Information on how to complete this can be found here.

When you're finished with all sections in the template, click 'save'.

The property value and fees are property specific, so these cannot be edited from the valuation template settings and are set up when completing the valuation details.

The format of VAT display on valuations will also depend on your VAT settings.

When you come to send your post-valuation report, your template will pull through however you can edit it and tailor it to your specific clients.