Skip to main content
All CollectionsValuationsValuation Workflow
Completing Pre Valuation Research
Completing Pre Valuation Research

This article will cover the pre-valuation research you can complete before a property visit.

Natalie Woodward avatar
Written by Natalie Woodward
Updated this week

Pre-Valuation Research will allow you to log your initial thoughts prior to attending the property for the arranged valuation. At this point, you will have booked a valuation and the appointment will be awaiting research.

If the research has not been completed, on the valuation page you will see the 'pre-valuation research not completed' popup on the right hand side so you have a clear prompt to do this prior to attending. The valuation will also show in the Valuation Table under 'Awaiting Research'.

Pre-Valuation Screen

Any data that has been obtained on the booking will show in the top section of the screen, which is good to have as a reference point when considering your conclusion on price.

You can add notes to this section, as well as a bracket on price for both Sales and Rental figures.

Note - If the valuation is Sales or Lettings only, you will still have both price fields available incase this comes up on the valuation booking.

Spectre Property Information and Reports

If you have a Spectre account, you can also make use of the Spectre Property Reports section to generate an indepth property report. For more information, see this help article.

Portal Research Links

You can also make use of the Research Links on this page that link to Rightmove and Zoopla. Each link will take you directly to the house sold prices in the postcode area of the property being valued. You may wish to note information from this in the Notes box provided.

One the pre valuation research has been saved, it will appear in the activity feed of the valuation. You will also see the progression at the top of the screen highlight green as the Research has been completed.

On the valuation screen, you will see a new tile is available with your estimations visible. You can update/print this, ready for taking to your valuation if you wish. This will also pull through the valuation booking information, so it is all visible in one place.

Valuation Research Visibility in the Street Agent App

If you are a user of the Street Agent App, your valuation research and notes will be visible to you directly via the calendar booking, if you click on Valuation.

Now that the pre-valuation research has been completed, you can use the Street Agent App during the valuation to store the key details. Alternatively, you can just wait and the system will automatically complete the valuation at the end time of the appointment.

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!

Did this answer your question?