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Seller valuation

A better home-value request starts with better context.

Tell us about the property, the timeline, and the condition so the first pricing conversation starts from the right place.

Timeline

Separate urgent sellers from early planning conversations.

Condition

Capture repairs, upgrades, pool, roof, HVAC, and staging concerns.

Motivation

Route relocation, estate, upsizing, downsizing, and investment inquiries correctly.

Follow-up

Attach valuation context to the advisor task list before the first call.

Seller valuation intake screens
1

Property address

Start with the home, neighborhood, property type, and any special lot or unit notes.

2

Timeline and motivation

Separate urgent sellers, relocation, estate, refinancing, upsizing, and early planning conversations.

3

Condition and upgrades

Capture roof, HVAC, pool, lanai, kitchen, bath, and staging details before the call.

4

Advisor review

Turn the form into a prepared pricing conversation instead of a generic instant estimate.

Follow-up record

The advisor receives more than a name and phone number.

Each valuation request can include property context, search source, preferred timing, and routing fields for the next conversation.

name
email
phone
intent
preferred_neighborhood
budget_range
showing_window
selling_timeline
source_page
utm_source / utm_campaign

Routing

Website form to validation, advisor assignment, source tags, and follow-up task.

Confirmation

Seller receives a clear confirmation while the advisor gets the full intake context.

Pricing expectation

The experience frames value as a reviewed consultation, not a loose automated guess.

Ready to talk value?

Choose a call window and send the property context ahead.