All new properties must start in iDashboard as an Appraisal. This applies to all new Lease properties too. Once added, you can then move your Appraisal to a Listing.
- From the Real Estate menu select Add an Appraisal
- The New Appraisal/Listing window will appear, allowing you to add in the details of your appraisal.
- Start by selecting the Appraisal Type. This allows you to create either a sale or rental appraisal. Then click the Continue button.
- Enter the Address Details. Here you need to;
- Enter the Property Address
- Select a Canvas Area if used by your agency.
- Once completed click Continue.
- Enter the Appraisal Details. Here you need to;
- Enter the Appraisal Date (the date the property was appraised)
- Select the Appraisal Agent
- Enter the Appraisal Value. This can be a range or a single value.
- Select the Listing Department
- Choose the Listing Method. If you are creating a Sale Appraisal you can choose the sale type. If you are creating a Rental Appraisal you will need to choose the Lease option.
- Choose the Listing Style
- Under Features, select the number of Bedrooms, Bathrooms, Living Areas, Car Parks, etc.
- When you are ready click Create Appraisal.
The Canvas Areas drop box will only appear if you have Canvas Areas set up in the Admin section of iDashboard. For more information on Canvas Areas, how they help and how to set them up, please refer to this article.
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