Support Guide: Property Valuation Emails

How to Tell if a Lead has a Property Valuation

When a lead completes a Property Valuation on the site it does not show up on their lead view "Saved Searches" tab with their saved property searches or Market Reports.

It will show in two places in the CRM lead page:

There will be a log under the Activity History
It will be listed on the right hand side under "Home Valuation Reports"**

**The "Home Valuation Reports" section of the lead manager will have an entry for each time that they view a property valuation. So if a lead has a saved property valuation for 2 properties and has viewed each (usually via email update) 4 times they will show 10 Home Valuation Reports. 2 for the initial creation and 4 for each view.

When a lead completes a Property Valuation the agent will also receive notifications from the CRM, in the manner they have set for their notification settings.

Initial Property Valuation Emails (Auto Responder Emails)

There are two standard emails a lead will receive when completing the initial Property Valuation:

1. Seller Leads Automated Valuation
This goes out when a lead signs up with the valuation tool.

Subject: Property Value For [street_address]

Content:
Hi [first_name],

Thank you for using our property valuation tool!

It is a great way to get a broad range estimate of the value of your property. Our valuation tool uses public record sales data provided by a third party source.

The best way to get the most accurate market value for your property is using the MLS® data, the same data available to us as Realtors® and appraisers. We would be happy to provide you with a market value report at no cost.

Below is a link so you can search all available properties on the Realtors'® database, the MLS®.
[website_url]

We look forward to helping you!

Regards,

[Agent Signature]

2. Seller Leads Customized Valuation
This also goes out when a lead signs up with valuation tool, but the difference is that the valuation is not automatic.

Subject: Property Value For [street_address]

Content:
Hi [first_name],

Thank you for requesting your customized home value report. We will send you a personalized Home Value Report ASAP!

Below is a link so you can search all available properties on the Realtors'® database, the MLS®.
[website_url]

We look forward to helping you!

Regards,

[Agent Signature]

The Auto Responder emails for Property Valuations can be updated in the site backend (www.DOMAIN.com/admin/) under the tile: "Home Valuation" and the option "Landing Page & Auto Responder Settings"

Property Valuation Update Emails

Property Valuation Update Email
This goes out the 1st of the month if there is any update to the property valuation information.

Subject: Property Valuation Update - [WEBSITE]

Content
Hello [first_name],

We've generated 2 new property valuation reports for you. Click below to view them:

[street_address]

We'd be happy to provide a more detailed analysis at any time.

Feel free to give me a call or email if you're interested in a custom market analysis of your property. I'm here to help.

[Agent Signature]

The verbiage in the update emails cannot be edited or amended.

Deleting Property Valuation Updates from Leads (SUPPORT ONLY)

Currently if a lead no longer wants to receive the property valuation updates it cannot be deleted by the agent or lead themselves. This has to be requested from support.

Go to:
www.DOMAIN.com/admin/member/savedsearch/ (this page is only visible by Superusers)
Replace "www.DOMAIN.com" with their domain

1. Search for the lead's email
2. Look in "Type" column for "Valuation" (this column is sortable)
3. Checkmark > Action > Delete selected Saved Searches > Go
4. "Yes, I'm Sure"