Real Estate · Sales

Valuation Request Follow-up

Convert vendor / landlord valuation requests into booked appraisals and won instructions.

Apps this needs

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

How it works

  1. Detects a valuation request with address and contact.
  2. Calls fast, via Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk, to qualify the property, timeline and motivation, logged to the CRM.
  3. Books an appraisal appointment on the valuer's calendar, with comparable sales data pulled from the MLS sent ahead of the meeting.
  4. Confirms the documents the seller should have ready.
  5. Writes to the CRM and nurtures until the appraisal happens, with a reminder the day before.

Data sources

Valuation form / portal Valuer calendars CRM

What it targets

  • Valuation requests contacted Target 95%
  • Requests → appraisals booked Target 27%
  • Time to first contact Target 3min