Creating a valuation in Street
Booking a valuation can be done either for a new property (one that doesn't exist in the system and needs to be added) or for an existing property (one that has already been added). This article will explain how each way works.
How to create a valuation for a new property
To add a valuation for a property not already in your Street system, you can either click the plus icon at the top right and click valuation.
Or head to the Valuations table and click 'add valuation'
From here, you will see the 'create valuation' page. You should firstly either search for the owner in your system or added them if they don't exist.
Note - If a company owns the property, you will need to press "Owner is a company", you can enter all their details there. For more information on creating a company, see here.
Next choose what type of valuation it is (sales, rental or both) this will determine what you can instruct the property for when accepting the valuation. You can then enter the property postcode to search for the address.
Note - It is not possible to change the valuation type once booked, so ensure you select the right type. If you only select sales, and would like to go through with lettings you will have to create a new valuation for a lettings valuation.
If when selecting a property address you get the error "the property already exists in the system", it's likely someone has already added that property. In this case you will have to book the valuation a different way to avoid duplication. You can view how to do that here.
Finally you can add the property details and additional information. Once this is done you can save and proceed to booking a date and time slot.
How to create a valuation for a property that already exists in Street
If the property you're looking to value has already been added to your system, head to the property page and click create > valuation.
After you have clicked this you will be able to select the valuation type, and where the lead came from. Once this is saved you will then be able to save and proceed to booking a date and time slot.
Booking a valuation date and time slot
When booking the date and time slot for the valuation you can either use the quick book view or calendar view.
Note - It is not currently possible to book a provisional valuation appointment.
Quick book shows the availability of users in your branch with the 'valuation' role assigned to them, with a star rating based on the how optimal that slot is.
Calendar View gives you a more comprehensive overview of your team's availability and additionally lets you book the valuation in for a user not in your branch as well as book a valuation in the past.
Once you've selected the date and time, click 'save' to confirm the valuation appointment.
Note - Confirming a valuation will send an email to the owner/s. This notification is called 'valuation booked' which can be toggled on/off and the content of the notification can also be edited.
To find out how to amend valuation notifications use this help article. If you want to amend the notification for a specific property, us this help article.
Should you need to re-arrange or cancel a valuation, see this help article.
Pre valuation research
Now that the valuation is booked, the next step is to complete the pre valuation research.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!