When an appraisal is not proceeding to list, or if it is not a property you want on your active appraisal list, however, you would still like the property to remain in your database, you can change the status of the property back to a Prospect/Not Current Listed status.
Step by step
1. Navigate into the Appraisal status property
2. Click on Withdrawn to the right of the Status
3. The system will then ask you to reconfirm and select one of the below two options:
- Lost to other Agent or
- Owner not proceeding
4. You will then need to add further comments for reporting purposes
5. Once you have completed the above, you can click on Yes/Continue to revert the property back to "Prospect/Not Currently Listed" status
Additional information
You can see the withdrawn appraisal log from within the History of the property. This can be found by going into the property card > Other Tab > History.
For a more detailed report on all withdrawn appraisals, this can be viewed via the Activity Report (Reports > Activity Report). Once here, you are able to tick the Withdrawn (Appraisals) tickbox to include the data within the generated report.
This will then populate all withdrawn appraisals, including the appraisal date, withdrawn date, current status, property address, appraisal price, withdrawn notes, and who had withdrawn the property. For further information on the Activity Report, please see the below link: