Summary
Learn how to add an appraisal in Box+Dice, link the property to its owners, and optionally create a calendar appointment. You’ll also record key details like listing type, auction date/time, source, close likelihood, and commission to keep your pipeline accurate.
This article covers:
- About appraisals in Box+Dice
- Before you start
- Step 1: Start the appraisal from the property
- Step 2: Complete the appraisal details
About appraisals in Box+Dice
Appraisals are part of the listing journey in MRI Box+Dice and feed your sales pipeline and forecasting. They help you track opportunities and progress to listings.
Box+Dice’s Appraisal Management also supports buyer matching, enabling you to present matched buyers and automatically add them to appraisals.
Why it matters
- Keeps your appraisal pipeline visible by month and improves forecasting
- Enables letters/emails via Library templates (merge communications)
- Ensures contacts are correctly related to properties for reporting and follow‑up
Tip: Learn how to create a full appraisal on the MRI Box+Dice Agent app.
Before you start
A short checklist to avoid rework:
- Property record - Confirm the Property exists (add it first if needed)
- Contacts - Have the owner(s) in Contacts; add new owners on the fly if not found
- Calendar integration (optional) - If you plan to create an appointment, make sure calendar integration is enabled in Settings (Google/Office 365 sync is covered in Appointments & Calendar Integration training)
- Merge letters - If you send confirmations, ensure Library Templates are configured
Step 1: Start the appraisal from the property
To add an appraisal:
- In the sidebar, go to: Properties
- Search for the property and open its profile
- In the Transactions panel, select Add > Add Appraisal
- In the New Appraisal dialogue, complete the top section:
- Create appraisal on behalf of - Start typing to search consultants and assign the responsible consultant
- Appraisal contacts - Add or confirm owner(s). Use the Search Contacts field (supports name, phone, email) and add multiple owners if needed
- Create ownership between contacts and property - Leave this ticked to link the people you add to the Property (recommended for data integrity)
- Click Continue to move to Appraisal details
Tip: Keeping 'Create ownership between contacts and property' ticked helps maintain accurate relationships and prevents duplicate or orphaned records in your CRM.
Step 2: Complete the appraisal details
The second screen captures the Appraisal specifics.
- Appraisal price (range) - Enter From and To values
- Appointment (optional) - Toggle Create an appointment if you want a diary entry. You’ll set the date and start/finish times
Note: Calendar integration determines whether this syncs to your external calendar.
- Listing type - Choose the intended Listing Type (e.g., Auction or Private Sale)
- Proposed auction date/time - Enter an Auction Date and Select time (if applicable)
- Appraisal source - Select where the appraisal originated (e.g., Past Buyer, Referral, Letterbox)
- Consultants - Confirm the primary consultant and optionally add additional consultants
- Office - Select the appropriate office
- Expected commission - Enter the estimated commission amount
- Expected close date - Choose the anticipated close date
- Close likelihood - Select Remote, Possible, Likely, or Definite to categorise likelihood for pipeline reporting
- Click Create Appraisal
What happens next
- The appraisal is saved against both the property and contact(s)
- If you toggled Create an appointment, an appointment is added to your Box+Dice diary and (if integration is enabled) can sync to your connected calendar
- You can generate merge letters/emails (e.g., confirmation or thank‑you) using Library Templates
- The Appraisal contributes to your pipeline and forecasting, helping you track progress to listing
- Use Appraisal Management features (e.g., buyer matching) to strengthen your vendor presentation
What’s next?
Learn how to open and edit an existing appraisal in Box+Dice.