How you attract and onboard new vendors is the life blood of your sales agency. Having a streamlined process can make the difference between a vendor feeling confident in listing with you or opting to go with your competition. This blog post explains exactly how you can make the best impression possible, from the moment a potential vendor calls in for a valuation, all the way through the selling process, automated lead capture and marketing updates.
The Dezrez Process
Step 1: Pre-valuation preparation
When estate agents like you get an enquiry from a potential vendor asking for a valuation, with Dezrez, the booking process is automated and professional.
As soon as a valuation is booked in, the system automatically sends a text message and/or an email to the potential vendor advising them of their upcoming appointment. The link takes them to a professionally branded Market Appraisal presentation detailing what they can expect in their visit. The presentation includes an introduction to the valuer, tips for preparing the property and the ability for the vendor to send a message back to you. These automations reduce a task which used to take hours to mere minutes.
In preparation for the valuation appointment, you can then run a pre-valuation report which pulls in key data, e.g., property size, local area statistics, etc., using our integration with Homesearch. The day before the valuation, you can then simply download the pre-valuation report ready to print or view on a tablet, ensuring you’re fully prepped with background knowledge and insights on the property.
Step 2: Conducting the valuation meeting
When the valuation meeting takes place, the potential vendor has key information on you and your agency from the Market Appraisal. This reduces any awkwardness and makes the valuation run more smoothly. And, as the agent, you have a good understanding of the property from the pre-valuation report. When the vendor realises how much you know about their property, their confidence in you grows, making the likelihood of getting the instruction rise.
Dezrez is also fully integrated with Signable, so documents can be sent and signed electronically. The vendor can sign the terms of business while you’re still in the valuation meeting – no waiting, no extra paperwork.
Once the terms of business are signed, you can send the vendor a link to the Material Information Survey so they can fill in any gaps in knowledge about the property that wouldn’t have been picked up in the pre-evaluation report.
Step 3: Going live and multi-channel marketing
Once all details are confirmed, the property can go live on major portals (Rightmove, Zoopla and OnTheMarket) in minutes. When you compare this to some other estate agent CRMs which still make you wait over night to post updates to portals, you can get your properties listed sooner.
Portal uploads also trigger the property to post automatically on your agency’s social media channels, via our Automated Social Media Tool, extending visibility to a broader audience without extra manual effort. These posts include automatically generated branded overlays to make your properties stand out in the newsfeed and build brand recognition on autopilot.
Step 4: Capturing & sorting incoming leads
Most leads come in overnight as people browse portals late in the evening. With Dezrez’s real-time portal connections, these leads arrive in your CRM within minutes rather than waiting until the morning to be actioned.
Once in the CRM, they get actioned by the Leadz Interceptor Tool which automatically sends out a survey to learn about the lead’s requirements, such as the number of bedrooms they need, how urgently they need to move, etc. This happens automatically which means that the potential buyer gets the survey when they are still browsing the portals, increasing the chances of them responding. If your competitors aren’t actioning their leads until they get back into the office the next day, you have a massive advantage over them as you seem more proactive and professional.
This helps you to better prioritise leads, for example, if someone goes to the effort of responding to a survey that first night, chances are they are a hotter lead for that house, saving you loads of time in sorting through the leads. Once you have actioned the hottest leads, you can book viewings directly in our estate agent CRM that automatically sync to your calendar.
Step 5: Avoiding no-shows & securing useful feedback
Dezrez’s Interactive No-Show Workflow ensures you’re following up and confirming your appointments. This helps reduce admin time and results in fewer wasted trips by ensuring that potential buyers actually turn up.
After each viewing, the Interactive Feedback Workflow in Dezrez prompts the buyer to provide feedback automatically. The feedback survey is sent via SMS and, across all of our agents, it has a 98% open rate. Getting feedback used to be a pain, but with the Interactive Feedback Workflow, you can reliably get actionable information about your buyers. This means that you can show buyers properties that align with their needs and desires. For the vendor, this helps them address any potential issues with their property so they can sell it as quickly as possible.
Step 6: Maintaining compliance & updating details
Dezrez also enables real-time amendments, so if a vendor updates crucial property details (e.g., they fix a problem or change the price), you can update your listing data in minutes. This helps agents stay on the right side of regulations by ensuring property data is always correct and up to date.
Any significant changes—like a new price—can trigger another social media post, boosting fresh visibility for the property.
Step 7: Keeping the vendor up to date and accepting offers
The Dezrez Anytime customer portal provides your clients with their very own log in portal, which they can access online 24/7 to view sales progression, upload and sign documents electronically and even manage appointments.
Providing your clients with real-time access to the progression of their transaction makes you look more professional, reduces the number of emails and calls you’ll need to make to provide them with updates and streamlines reviewing, countering or accepting offers.
Dezrez is designed to streamline every aspect of the estate agent’s workflow—from the initial valuation enquiry right through to post-sale feedback. By automating tasks, syncing with leading portals and offering real-time data and communications, Dezrez empowers you to deliver exceptional service to your vendors and buyers alike.
This not only saves you time, it reduces copying errors and ultimately sells houses quicker, leading to more five star reviews for your agency and more initial enquiries.
Ready to learn more? Reach out to Dezrez today to discover how you can transform your client onboarding and property marketing processes.
Start delivering a better, faster service to your customers.
