Jordan Fishwick - Real Estate CRM

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Branch

Show intent types

Purchaser Vendor Tenant Landlord Open Contact Directory

Select Contact Intent

Vendor Appraisal Workflow

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Client & Contact Details

Duplicate Check Active

Company Name *

Company Reg No

Rep Job Title

Contact Name *

Phone Numbers *

Primary

Email Addresses

Primary

Contact Source

location_on Contact Address Lookup

location_on

Address Line 1

Line 2

City

County

Postcode

Country

Associated Contacts

Joint Parties / Officers

group

Victoria Sterling

Shared Intent: Buy | victoria@sterling.com

+44 7700 900111

Salutation

First Name *

Middle Name

Last Name *

Role *

Phone Numbers *

Pri

Email Addresses *

Pri

Address same as main client

Address Line 1

Address Line 2

City

County

Postcode

Country

Appraisal Property Specs

Property Details

location_on Appraisal Property Address Same as main client address

location_on

Address Line 1

Line 2

City

County

Postcode

Country

Standard Property Categories (Appraisal Target)

Detached Semi Detached Terrace Apartment (Ground Floor) Apartment (First Floor) Apartment (Penthouse) Bungalow Park Home Land Commercial

Bedrooms

Bathrooms

Receptions

Tenure Type

Asking Price Target (GBP)

Garden Configuration

Parking

Selling Context

Vendor Motivation

Why are you looking to sell?

Motivation Probing: How long have you lived here?

Motivation Probing: Special features or renovation notes?

Valuation Target: What range do you believe the property falls in?

Property Chain

Linked Property

GDPR Consent Preferences

Per-Purpose Consent

Marketing Consent

General marketing, newsletters & service updates.

Property Matching Consent

Automated property match alerts for new & updated listings.

Preferred Contact Channels

check_box Email check_box_outline_blank SMS check_box WhatsApp

appraisal

Appraisal Saved Successfully

Appraisal follow-up rules triggered

As this is a Market Appraisal, the system has automatically scheduled a next-day follow-up task by default. Set or adapt follow-up rules here: