In the fast-paced world of estate agency, a smooth and professional valuation process can be the difference between winning a new instruction or losing it to a competitor. Yet many agents still rely on time-consuming methods—searching through several websites for property information, printing reams of paper documents, and trying to coordinate diaries for valuations without clashing schedules.

That’s where Dezrez comes in. As a leading cloud based real estate software, Dezrez automates the valuation workflow and consolidates essential tools in one place. This enables agents to deliver a seamless experience that not only saves valuable time but also makes a strong impression on potential vendors. From the initial valuation enquiry right through to signing the terms of business, here’s how Dezrez takes the stress out of the entire process.

Automating Your Valuation Booking and Communication

The moment you receive an enquiry from a potential vendor, Dezrez swings into action with:

• Instant appointment confirmation: As soon as the appointment is booked, the system automatically sends a text message and/or email to the vendor confirming the date and time. No more manual calls or forgetting to send reminders.
• Branded market appraisal presentation: The vendor receives a link to a fully branded Market Appraisal presentation, introducing the valuer, offering tips on preparing the property for valuation and even including a messaging feature for them to communicate directly with you.

These automations eliminate back-and-forth phone calls, condensing hours of work into just a few automated steps.

Easy Preparation with a Pre-Valuation Report

Before you set foot through the vendor’s door, Dezrez integrates with Homesearch to pull in key data on the property and local area. The day before the appointment, you can simply download or print a pre-valuation report that includes:

• Property size and layout information
• Local area statistics and market trends
• Comparable property data

Armed with these insights, you’ll feel confident walking into the valuation meeting. When a vendor sees how well you understand their property and local market, their trust in you soars—making them far more likely to instruct you over other agents.

Building Vendor Confidence

The vendor doesn’t just learn about market data through your pre-valuation report; they also learn about you. Thanks to Dezrez’s Market Appraisal tool, the vendor has already seen:

• A personal introduction to their valuer (you or your colleague)
• Professional materials showcasing your agency’s expertise
• Instructions on how to prepare the property for maximum impact

By the time you arrive, there’s no awkward ‘getting to know you’ stage. Both sides feel informed, comfortable, and ready to get down to business—making your valuation meeting more efficient and effective.

Seamless Signing with Electronic Documents

There’s nothing worse than making a strong first impression during a valuation, only to delay next steps because you need to send paperwork later. Dezrez solves this by integrating fully with Signable, enabling you to:

• Send terms of business via email right from within Dezrez
• Have the vendor sign electronically on the spot
• Eliminate extra printouts and manual form-filling

With everything in one place, you can secure the instruction immediately, without waiting days or dealing with lost or forgotten paperwork. It’s a streamlined process that impresses vendors and boosts your conversion rate.

Post-Valuation Follow-Up

Once the terms of business are signed, you can send the vendor a link to a Material Information Survey, capturing any extra details that weren’t included in the initial property information. This ensures you have the full picture without needing multiple calls or emails to gather missing data. Every step, from the initial vendor enquiry to finalising the details, is neatly integrated within Dezrez.

Agents using Dezrez sales agent software often report faster sales, fewer administrative errors, and higher review scores from satisfied vendors. With an all-in-one solution that manages valuations, marketing, communication, and more, Dezrez helps your agency stand out in a crowded market. The result? Faster instructions, swifter sales, and happier clients.

Contact us to find out how you can streamline valuations, boost conversion rates, and keep your vendors and buyers delighted from day one.

Want faster instructions, swifter sales, and happier clients? Do more with Dezrez.