Mark An Appraisal As Won (And Send Owner Details To Manage PM)

Marking an appraisal as won updates its status and, if required, pushes the owner's details through to Manage PM so a new management can be set up without re-entering their information. This article covers how to change an appraisal's status to Won and, where relevant, how to send the owner details across and configure the folio, property manager, and agreement dates at the same time.

1. On the side menu, click Properties.
2. Click Appraisals.
   
3. The the property address against the required appraisal.
   
4. In the Appraisal Details section, hover your cursor over the current status.
5. Click the arrow to open the dropdown.
6. Click Won.
   
7. Enter the date the appraisal was won.
8. Decide whether you need to send the owner details to Manage PM.
   • If yes, tick the checkbox against "Send to Manage PM" and move on to step 9.
   • If no, untick the checkbox against "Send to Manage PM" and skip to step 14.
     
9. Click the Owner Folio field to select whether a new folio is create or the information is added to an existing one.
10. Click the Manage PM Property Manager field to select the required property manager (or no manager).
11. Update the Owner Contact Reference if required.
12. Enter the Agreement Start Date.
13. Enter the Agreement End Date.
14. Click Mark As Won.