Know exactly what happens the moment a lead requests an appraisal.

When someone submits an Appraisal Request Form, we jump into action behind the scenes to make sure that lead is tracked, followed up, and visible to your team - without you lifting a finger.

Here’s how it works, step-by-step:

🔁 Step 1: Lead Captured Instantly

The second the form is submitted, the lead is automatically:

• ✅     Logged in to your CRM
• ✅     Assigned a lead source (e.g., “Facebook Ad – Appraisal”)
• ✅     Time-stamped for full transparency

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🧠 Step 2: Workflow Kicks In (If Active)

If you’ve got an Appraisal Workflow enabled, the system will:

• 📬     Send a thank-you email or SMS
• 📅     Offer a link to book a time (if you’ve connected your calendar)
• 📌     Apply any tags or notes you’ve pre-set (e.g., suburb, price range)

No workflow? No problem, you can still follow up manually from the lead card.

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📬 Step 3: You (or Your Team) Are Notified

Get notified instantly via:

• 🔔     In-app alerts
• 📧     Email or push notification (if enabled)
• 📱     Optional SMS to your mobile

You’re always in the loop, whether you're at your desk or on the go.

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‍🗂 Step 4: Lead Appears in Your Pipeline

The lead is now:

• Added to your Appraisal Pipeline Stage
• Ready to be moved, actioned, or updated
• Viewable by anyone on your team with access

💡 Tip: Use filters to view only “New Appraisal Leads” to streamline follow-up.

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📞 Step 5: You Take Action

From here, you can:

• 📞     Call or message the lead directly
• 📆     Schedule a visit
• ✍️     Add notes or update status (e.g., “Appraisal Booked”)

Everything’s built for speed and clarity.

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‍⚙️ Want to Customize the Experience?

You can:

• Edit the form layout and fields
• Change which workflow is triggered
• Set smart rules for follow-up timing

🚀 Pro Tip: Speed = conversions. The faster you follow up, the more likely you are to win the listing. Use automation to close that gap instantly.