Booking a valuation in Street
Booking a valuation can be done either for a new property (one that doesn't exist in your 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 book a valuation for a new property
To add a valuation for a property not already in your Street system, you can either click the + icon at the top right and select Valuation.
Or go to Valuations on the left-hand menu and click Add Valuation at the top right.
From here, you will see the 'create valuation' page. The first step is to search for the owner in your system. If they exist, you can simply select them and if not, you will need to create their person page in Street by adding their details including name, email, phone and correspondence address.
Note - If a company owns the property, you will need to press "Owner is a company", and enter their details there. For more information on creating a company, see here.
Tip! You'll also be able to mark a person as requiring 'reasonable adjustment' when creating their person page.
In the owner details section you'll also have the option of marking the owner as a 'confidential contact'. This will prevent personal information being shared when there are multiple owners, for example by hiding their correspondence address on the sales memo.
Tip! When selecting a reason for selling, "Divorce/Separation" is available as an option - choosing this will prompt you to consider marking the owner as a Confidential Contact to keep their details private from other owners on the sale.
Next, choose the valuation type: Sales, Lettings or Sales and Lettings. This decides what the property can be instructed for when the valuation is accepted.
Street will sometimes pick the type for you:
From an enquiry: if you create the valuation from an enquiry for a property to rent, it's set to Lettings.
For lettings-only agencies: if your agency is set up as lettings only, it defaults to Lettings.
From a referral: if you create the valuation from a referral, the type from the referral is used.
You can still change it before saving.
If the owner you selected in the first step has a correspondence address, the address to be valued will default to it. Click the 'different address' option to enter a different one.
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 should check for the pre-existing property and possibly create a valuation from that property directly to avoid duplication.
If the owner doesn't match the property's current owner
If you pick a property that's already in Street, but the owner you selected isn't its current owner, a Change owner pop-up will appear. It explains: "The owner you selected does not match the current owner of this property. Choose how you'd like to proceed before continuing with the valuation."
You'll have two options:
Edit current ownership: updates the details on the existing ownership record. Use this if the same people still own the property, for example to add a joint owner or correct a name.
Property sold – Replace the owner: removes the current owner and creates a new ownership record. Use this if the property has changed hands since it was last in Street. You'll need to type Replace owner to confirm.
Note - Replacing the owner can't be undone, and no previous property information is carried over to the new owner. You can't replace the owner while the property has an active listing or an active instruction. Archive the listing or revoke the instruction first.
Finally, fill in the remaining sections:
Property Details: property type, bedrooms, bathrooms, reception rooms, tenure, council tax band, floor and plot area, and any work done since purchase. Where we hold data for the property, some of these fields will fill in automatically. Check them before saving, especially the floor area, which may be an estimate.
About the Seller: move timeframe, reason for selling, years owned, desired price, other valuations booked, legal position and financial position. If you answer Yes to "Are you looking for another property?", you can also send a referral for the owner. The referral is sent when you save.
Additional Information: the branch, the lead source and any notes. Lead sources can be set up in your company settings. They show on the valuation itself, which is useful as a conversation starter, and on your Valuations Overview report, so you can see where your valuations come from.
Provisional Valuations
At the bottom of the page you will also have the option of saving the valuation as 'provisional'. Provisional valuations are added to the diary but no notifications are sent until booked in. For more information, see our Provisional Valuations help article.
With the valuation details entered, click Save & Proceed with booking to move on 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, you should instead head to the property page and click Create (at the top right) > Valuation.
From here you will need to select the valuation type and the lead source. 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 will see the usual branch calendar. By default the calendar will show all users in the same branch as the property, that have the 'valuer appointment type' assigned, however you can view users from additional branches by using the filters on the left hand side.
You can also use the 'add new view' button to save a viewing layout, like you can with the main Calendar screen. This allows you to set up custom view types that you can select from the drop down. For example you could create a view type for Valuers, with all valuers selected, and another for Viewers, with all viewers selected, meaning the most commonly booked users are now front and centre for them on each booking diary.
From here you simply need to select the relevant user, date and time for the valuation. Once you've selected the date and time, you can either save it as a provisional valuation, which doesn't send any notifications until it's booked in, or confirm it by clicking Save valuation (see below).
You can also choose to include additional agents on the appointment using the 'add additional agents' field. For more information, see this help article.
When ready, click 'save valuation' at the bottom right to confirm the valuation appointment and send the automated notifications.
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, use this help article.
Re-sending the confirmation email
If the owner didn't receive the confirmation, or their email address was wrong, you can re-send it without rearranging the valuation. There are two ways:
On the valuation, go to the valuation booking and click Manage > Re-send confirmation email.
In the diary, open the appointment and click the re-send icon.
Choose who to send it to. For joint owners, you can pick one or several people. The email goes to their current email address, so if you've just corrected it, the new address is used.
Note - The option only appears when the valuation is confirmed (not provisional), hasn't taken place yet, and a confirmation email was sent when it was booked.
Should you need to re-arrange or cancel a valuation, see this help article.
Valuation Reminders
Valuation reminders are sent to the owner on two separate schedules:
Email reminders - sent daily at 7pm, for all valuations booked for the following day
SMS reminders - sent daily at 8am, for all valuations booked that same day
Note - Provisional valuations are excluded. Valuation reminders are only sent to confirmed valuations.
Pre valuation research
Now that the valuation is booked, the next step would be 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!