Property evaluation process

Template

This simple property valuation process allows you to follow your advisors and optimize your entire property valuation. If you work with real estate consulting, this template will certainly help you.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Client name

  • 2. Client email

  • 3. Job characteristics

  • 4. Property location

  • 5. Deadline negotiated with the client

Screening

  • 1. Responsible consultant

Property inspection

  • 1. Did you contact the client to schedule the visit?

    • Yes
  • 2. Scheduled visit

  • 3. Attach the property pictures and the evaluation.

  • 4. Brief description of the assessment

Report

  • 1. Attach the report.

  • 2. Considerations

Approval

  • 1. Approver

  • 2. Approval

    • Approved
    • Not approved
  • 3. If not, what are the changes to be made?

  • 4. What was the final evaluation?

Settings

  • 1. How were the adjustments made?

  • 2. Attach the adjusted report.

Completed

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