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Edit an Appraisal

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Summary

Learn how to open and edit an existing appraisal in Box+Dice, update key fields (commission, close date, likelihood), and understand when editing is locked after conversion to a listing.

This article covers:

About editing appraisals

Editing appraisals helps you keep your pipeline and forecasts accurate as details change (e.g., expected commission, close date, and likelihood).

Key points:

  • Appraisals feed your sales pipeline and forecasting; keep them up to date
  • Once an appraisal is converted to a listing, the transaction continues in the Sales Listings area; at that point, appraisal‑level fields are typically locked because the relationship is now vendor/listing‑based

Edit allowed details (before a listing is created)

Use filters to get to the right record quickly.

To edit appraisal details:

  • In the left sidebar, go to: Sales > Appraisals
  • Use the search bar or the filters to narrow results. E.g., Appraisal Status (Current, Listed, Cancelled), Appraisal Consultant, and Pipeline Filters (Overdue, Current Month)

  • In the results list, click the pencil (edit) icon next to the property address to open the appraisal editor
  • In the Appraisal editor, review and update fields such as:
    • Expected commission
    • Expected close date
    • Close likelihood (Remote / Possible / Likely / Definite)
    • Source, consultant(s), office, appointment details, and price range (depending on your agency’s configuration)

  • Click Save to apply changes
Note: Keeping close dates and likelihood accurate improves your pipeline and forecast reporting.

When editing is locked (after conversion to a listing)

If the Appraisal has already been listed, appraisal‑level editing is disabled because the contact–property relationship has been closed and converted to a vendor/listing relationship. Continue your work in the Sales Listings area (e.g., inspections, vendor reports, portal loading, and progressing the transaction).

What’s next?

Learn how to delete or archive an appraisal from a property.

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