In estate agency, the valuation experience can make or break a vendor’s decision.
If your team is juggling manual diary checks, scattered property data, printed paperwork and delayed follow-ups, the vendor experience can quickly feel slow or disjointed. And if your competitors can deliver a faster, more polished process, that instruction can be lost before you’ve had the chance to build trust.
Dezrez helps estate agents streamline the full valuation journey, from the first enquiry through to signed terms of business, so your team can save time, impress vendors and win instructions faster.
Here's how...
Create a smoother vendor experience
Automated valuation booking and pre- and post-appointment communication
The moment you receive an enquiry from a potential vendor, Dezrez kicks into action with:
- Instant appointment confirmations: 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 presentations: 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.
Save your team time
Integrated Homesearch data on the property and local area
Walk into every valuation better prepared. With Homesearch data available inside Dezrez, your team can access key property, local area and comparable market information before the appointment, helping valuers build trust from the first conversation.
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.
Make every appraisal feel polished and professional
Fully branded market appraisal presentations
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 generation 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.
Convert interest into instruction faster
Signable electronic document signing
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.
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 captured in Homesearch. This ensures you have the full picture to legally market their property, without the need for multiple calls or emails to gather missing data.
Final thoughts
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.
Want more information before jumping into a formal demo? Speak to sales or scroll to the bottom of this page to sign up to receive the latest news, estate agency tips and product updates straight to your inbox.
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