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Service · Valuation Booking

More valuations booked, zero phone tag.

We replace back-and-forth emails and phone tag with a smart booking system that lets vendors self-schedule valuations directly into the right negotiator's calendar — with reminders, routing and CRM sync built in.

The Problem

The path from valuation request to booked appointment is too long.

By the time someone calls a vendor back to arrange a valuation, the vendor has often booked with a competitor. The faster the booking, the higher the conversion.

  • Phone tag with vendors during work hours
  • Diary clashes between negotiators
  • Lost valuation requests from busy weeks
  • No reminders → no-shows on the day
Why It Happens

Diaries, postcodes and negotiators don't sync themselves.

Most agencies have no smart way to route a valuation request by postcode, availability and lister preference. So it falls to whichever team member is free — and that takes time you don't have.

The Cost To Your Agency

Every lost valuation is a lost instruction — and a lost fee.

Even a 10% lift in valuation booking rates can mean dozens of extra instructions a year. At average UK fees, that's tens of thousands in additional revenue per branch.

10%+
uplift in valuation booking rate typical
0
phone tag rounds with the vendor
24/7
self-booking — including evenings and weekends
The AI Solution

Self-booking valuations, intelligently routed.

Vendors land on a booking page (or chat directly with your AI assistant) and book a valuation in under 60 seconds. The system routes by postcode and negotiator, books the diary, sends confirmation and syncs to your CRM.

01

Postcode-based routing to the right lister

02

Availability synced from Outlook / Google Calendar

03

SMS, email and WhatsApp confirmation + reminders

04

Pre-valuation property questionnaire

05

AML and ID capture pre-meeting

06

Auto-rebooking for cancellations

Example Workflow

From request to confirmed valuation.

01

Vendor enquiry

From web, AI chat, portal lead or social ad.

02

Smart routing

System matches postcode to negotiator availability.

03

Self-booking

Vendor picks a slot live from the right diary.

04

Confirm + remind

WhatsApp + email confirm, reminders sent, CRM updated.

Expected Outcomes

Outcomes for your branch.

  • More valuations booked from the same number of leads
  • Negotiators arrive prepared with pre-meeting data
  • Lower no-show rate via automated reminders
  • Out-of-hours bookings captured without staff
  • Listers' diaries managed automatically
  • Full visibility on conversion from request → instruction
FAQ

Common questions.

Next Step

More booked valuations. Less phone tag.

Book a free workflow audit to see how a self-booking system would slot into your agency.