The new online valuation tool will be plugged into your Expert Agent website and can sit under a Valuation button.
Once clicked, the potential vendor/landlord will be taken to the following screen.
Step 1
The first page will give them the opportunity to fill out the basic information regarding their property.
Please be aware if a potential customer requests an online Sales and Lettings Valuation, the property will be defaulted as a Sales Property. Also, this screen will time out after 15 minutes of inactivity, the potential customer will be able to complete the form but will get an error when finishing it.
Step 2
Step 2 gives them the ability to tell you more about themselves, as well as a comment box for anything they feel you may need.
There is a CAPTCHA at the bottom to prevent any unwanted data and then they press "Get My Valuation".
Step 3
Step 3 is the valuation screen. The customer will also receive an email branded from yourself (and if you have Customised E-Mails, this email will be included in that).
But also from this screen they can click on "Preferred date and time" and book in an appointment.
Once they have, they can press Submit and they will get the following confirmation message at the bottom in green.
This will then be imported into Expert Agent as a Task set for the Negotiator set in Online Valuation Tool Configuration.
Please see Processing Online Valuation Requests for more information.
The Online Valuations Grid works in a similar fashion as other grids within Expert Agent. The differences are the lack of Tool Tip in the top and you do not get the option to choose columns.
However, you can use the columns like any other grid, to filter and sort.
You also have the Right Click Action Menu (or the list icon in the top right).
You can also add/remove properties using the Add Property and Remove buttons at the bottom left.
Please Note: As these records are not yet properties, there is no click through from this grid until you use the Add Property buttons on either the Action Menu or the bottom left.
Once the Online Valuation Tool is enabled you will have access to the new item on the Properties Drop Down.
Hover over Properties and click on Online Vals:
This will take you to the Online Valuations Grid
Vendors and Landlords want to know how much their property is worth. Offer them a free instant valuation from your Expert Agent website, converting more traffic into leads.
Unlike other valuation plugins, ours keep traffic on your main site, with all your branding, throughout the journey.
The leads go straight from your website into your Expert Agent software, you don't have to set anything up.
Using the Online Valuation Tool can make the most of your marketing resource and improve your conversion rate.
To ensure your Online Valuation Tool functions correctly, ensure you complete the steps for:
Online Valuation Tool Configuration
To familiarise yourself with how the tool works:
Online Valuation - The Customer Journey
Processing Online Valuation Requests