Creating an Appraisal Letter

This guide also applies to any letter that is to be sent from any area of the CRM. The letter must be created first and be available to that area of the CRM e.g. a Sales Offer letter can only be sent in Sales not Lettings and vice versa.

Getting Started

To create a letter confirming the Appraisal Valuation, this letter needs to be created first. To do this speak to Tech Support or your Onboarding Specialist.

In the Property Record. Click on the 3 Lines and from the drop down menu select Letters. FYI in some parts of the CRM letters will be an icon next to the 3 line menu.

Letter

From the next screen, select the letter from the drop down menu in the top left corner.

Once the letter is selected, click generate in the top right corner.

Check that the Vendor and Applicant (if applicable) details are correct. At this point if there are multiple recipients and a separate letter is required for each person, untick the other recipients, generate the letter, then repeat the process for the other recipients.

Once generate has been clicked, the letter will show on the screen.
You will see the letter merge tags, these are what is used to display the personalised information in the letter.
To view the letter as it will be sent, click on the ‘View Merged Data’ icon.

If any edits are required, do these with ‘View Merged Data’ turned off.

Sending the Letter

To send the letter, either export the file as a Word or PDF file., and send using your email service, alternatively, click on ‘Send Email’ this will create an email in CRM with the letter attached as a PDF either export the file as a PDF or Word document.

Select the email template you wish to use (if created), select your contacts and then scroll down the screen to select ‘Send’.

Sending this way, the email is automatically added to the Property Record journal so a record is kept.