Valuation follow-up

When to use it

• You visited and they did not sign.
• They did sign, and the next step is photos and a draft description.
• They asked you to put the recommended figure in writing.

How to adapt it

1. Copy the template into a draft, not into a live send.
2. Replace every bracket with a fact from the file. If you do not have the fact, delete the sentence.
3. Read it once as the client. Take out anything you would not say on the phone.
4. Send it only after a person has approved the final text, from the right account.

Copy this draft

Subject: Following my visit to [address]

Hello [name],

Thank you for seeing me on [day].

My advice on the asking price was [figure], based on [the comparisons you actually discussed — streets or sold prices you showed them, not a new list]. That is advice. You set the price if you instruct us.

[If not instructed: I would be glad to market it on a [sole agency / the agreement you left]. If you are speaking to other agents, I am happy to answer anything I did not cover.]

[If instructed: Next I will [book photos / send a draft description for your approval]. Nothing goes on a portal until you have seen the draft.]

[Your name]
[Phone]

Before you send it

• US: listing appointment, list price, the agreement name your brokerage uses.
• Do not attach a full CMA you did not talk through. Do not add comparable sales you have not checked.
• If they said no, one follow-up is polite. A weekly chase is not.

Questions