A practical branch checklist · Updated 22 October 2026
Valuation booking workflow audit
Follow one valuation enquiry from the first call to the appointment. This practical review helps estate agents find missing details, uncertain ownership and avoidable delays.
Start with the request
Can a vendor ask for a valuation when your negotiators are busy or the branch is closed? Check that the caller receives a clear next step rather than an unconfirmed promise.
Capture enough to follow up
Agree the essentials: name, contact details, property address, reason for selling and preferred timing. Ask only for information your team needs at this stage.
Check availability and ownership
Identify who reviews the request and which diary is authoritative. Confirm an appointment only when your booking process permits it; otherwise explain that the team will arrange the time.
Make the handover usable
Check that the enquiry reaches the right person with the original details and the agreed next action. Confirm any CRM or calendar connection with the provider before relying on it.
Close the loop
Record requests, confirmed valuation appointments, attended visits and the follow-up outcome separately. Compare complete weeks and exclude internal tests so you can see where the process improves.