Property Valuation Follow Up Demo
Valuation opportunities can be lost when homeowners compare agents and do not receive timely, specific follow-up on fees, marketing approach and next steps.
The homeowner gets a clearer explanation of the agent's approach, fee, marketing plan and what would happen next if they decide to sell.
Watch the demo walkthrough
This short video explains what this automation does and why it matters.
Follow up with a homeowner who received a valuation or market appraisal but has not yet instructed the estate agent. Identify timing, fee concerns, competing agents and the best follow-up action.
Please do not enter real customer, patient, client or case information. Use sample data only.
Demo result
Recommended next action
Why this matters commercially
Best conversion angle
Suggested reply
Service interest
Questions the team should ask
Short summary
Confidence
Recommended next action
Quote status
Likely objection
Best follow-up angle
Suggested reply
Internal summary
Questions the team should ask
In a live setup, this could connect to:
- website forms
- shared inboxes
- Google Sheets
- ad lead forms
- internal team alerts
Want this tailored to your business?
Want this connected to your valuation follow-up process?
Request tailored demoWhy this workflow matters
A valuation follow-up is often the point where a seller decides which estate agent to instruct. The homeowner may be interested, but still comparing fees, marketing plans, confidence in the valuation and the agent’s approach. This demo shows how Jemima AI can identify the decision blocker in the seller’s reply and help the branch follow up with a more relevant, confident response.
- Homeowners often compare more than one estate agent after a valuation.
- Questions about fees and marketing can indicate genuine intent, not rejection.
- A vague “just checking in” follow-up may fail to address what the seller actually needs before instructing.
- The branch needs to know whether the blocker is fee, marketing plan, valuation confidence, timing or competing agents.
- The AI should help summarise the seller’s concern and suggested next step, while the agent controls fees, valuation advice and market strategy.
Example workflow walkthrough
A homeowner replies after a valuation visit and says they are interested in selling but speaking with two other agents.
The message asks for more detail about fees and the marketing plan before deciding who to instruct.
Jemima AI extracts the property details, valuation range, competing-agent concern, fee question and contact details.
It identifies the opportunity as a warm instruction follow-up because the homeowner is comparing options rather than disengaged.
It suggests a reply that offers to walk through the fee, marketing plan and next steps.
What the business receives
The agency receives a focused instruction follow-up summary. The team can see that the seller is still interested, what other options they are considering, and which concerns need addressing before they choose an agent. This helps the branch avoid generic follow-up and instead respond with the information most likely to move the instruction forward.
- Property 3-bed semi-detached house in Bristol
- Valuation discussed GBP 425,000 to GBP 450,000
- Situation Had valuation last week and is comparing two other agents
- Main blockers Fee and marketing plan
- Readiness Warm instruction opportunity
- Recommended team action Contact the homeowner to explain the marketing plan, fee structure and why the agency’s approach fits their sale
- Suggested reply Thanks Mark, that makes sense. I can talk you through our fee, marketing plan and how we would position the property to attract the right buyers. Would you prefer a quick call today or tomorrow?
How this could be implemented
This can be connected to valuation follow-up emails, CRM stages, post-valuation call notes, website forms or missed call summaries. In a live estate agency, the workflow should create a vendor follow-up task, summarise the competing-agent concern, and route it to the valuer or branch manager. It should not alter fees, promise sale prices, guarantee buyer demand or make formal commitments without agent review.