Adding a Valuation to a Property

To add a Valuation to a Property record in Rex, follow these steps:

Please Note: There are two types of Valuation you can add - Sale and Let Valuation 

Adding a Sale Valuation

1. Go to Properties
2. Select the Property record you want to add a Valuation record to, or create one: see Adding a Property Record
3. Go to the Valuations tab
4. Click + Add sale valuation
5. Add their interest level (Hot, Warm or Cold) - this lets you identify prospecting and sales trends for your properties in Rex as this is the tagging of how interested the enquiries and inspection contacts were.
6. Add the date of the Valuation
7. Add the agent who conducted the Valuation - you can add up to 2 agents
8. Add a min and max price
9. Add the vendors asking price
10. Add rent frequency (if it is a Let valuation type). 
11. You can also add Quoted Commissions for Sale valuation type, please see article Commission Structures
12. Select Save

Adding a Letting Valuation

Adding Let Valuation is almost the same as the steps for adding Sale Valuation, however, it just differs when adding the asking and rent frequency:

Frequency can be Week. Month, Quarter and Year:

Once done adding the Valuation, this will now be listed under 'Active Valuation' in the Valuation tab on the Property record.