Preparing for an Appraisal Using Your CRM.
Your CRM can help you walk into an appraisal already understanding the owner, the property and the history of the relationship.
A good appraisal starts before you arrive at the property.
Your CRM should help you understand the owner, the property and what has happened before.
Review the contact history.
Check for:
Previous enquiries
Past appraisals
Earlier conversations
Notes from other team members
Past transactions
Previous follow-up
This gives you useful context before the meeting.
Check the property record.
Review:
Ownership details
Property address
Previous sale history
Past appraisal information
Any previous listing activity
Relevant notes
Make sure the property is linked to the correct owner.
Look at the reason for the appraisal.
Understand what you already know about:
Why they may be selling
Likely timing
Whether they are buying elsewhere
Whether another agent is involved
Any concerns already raised
This helps you prepare for the conversation properly.
Check recent activity.
Before the appraisal, review anything relevant in the local market, such as:
Recent comparable sales
Current listings
Buyer activity
Similar properties sold by the agency
Recent enquiries in the area
The CRM may already hold some of this information.
Confirm the appointment.
Before attending, make sure the CRM shows:
Date and time
Property address
Owner details
Who will be attending
Agent responsible
Add any final notes that may help.
Step-by-step preparation workflow.
1. Open the contact record
Review the owner’s details and previous history with the agency.
2. Open the property record
Check ownership, past appraisals, previous listings and any relevant notes.
3. Review earlier conversations
Look for anything already discussed about timing, price expectations or reasons for selling.
4. Check the local market
Review recent comparable sales, current competition and relevant buyer activity.
5. Confirm the opportunity
Make sure you understand why the appraisal is happening and what the owner is likely to need from the meeting.
6. Confirm the appointment
Check the time, address, attendees and any information promised beforehand.
7. Prepare your notes
Have the main points ready so you are not relying on memory during the appraisal.
Pre-appraisal checklist.
Before leaving the office, check:
Contact history reviewed
Property record checked
Ownership confirmed
Previous appraisal history reviewed
Seller timing understood
Relevant market information prepared
Appointment confirmed
Any promised information ready
Good preparation helps you avoid asking questions the owner has already answered and makes the conversation more informed from the start.