Record Your Appraisals & Grow Your Pipeline

Real estate agents are expected to juggle countless relationships, track shifting market conditions, and deliver personalised service with precision.

One of the most valuable—but often underutilised tools in achieving this is your CRM (Customer Relationship Management system). And one of the most important things to consistently record is your property appraisals.

It might seem like a small task in the moment, but recording every appraisal in your CRM is a powerful way to build long-term relationships, track changes, and grow your pipeline with purpose.

So, why should it be a priority for agents to record and monitor their appraisals in their CRM?

Property Markets Move—Your Records Should Too

We all know that real estate markets are constantly evolving. Prices shift, buyer demand changes, and external factors like interest rates or infrastructure projects can significantly impact property values over time.

An appraisal you did six months ago may no longer reflect the current market. Even more so, an appraisal from two years ago is unlikely to be accurate today. If that information is only stored in your memory—or worse, not stored at all—you risk losing valuable context when that prospect eventually comes back to sell.

Recording appraisals in your CRM allows you to create a clear history of each property, so when the time is right, you can reconnect with a well-informed and timely follow-up.

Don’t Rely on Memory—Rely on Systems

Agents meet a lot of people. It’s simply not realistic to remember every appraisal, every home, and every conversation. Trying to rely on memory alone is not only stressful—it’s risky.

Your CRM is your professional memory. Recording appraisal details—such as the date, property condition, price estimate, owner feedback, and follow-up schedule—ensures that nothing slips through the cracks. It keeps you organised, accountable, and able to provide better service at every stage of the relationship.

Even better, most modern CRMs allow you to enrol potential sellers into an automated workflow—a simple, set-and-forget sequence that can send monthly market updates, helpful selling tips, and reminders to consider a fresh appraisal. This gentle, value-driven nurturing builds trust over time and keeps you top-of-mind without the pressure of frequent personal check-ins. It’s smart, scalable relationship-building that works while you focus on more immediate priorities.

Renovations and Upgrades Can Shift Value Fast

Another reason to keep detailed appraisal records? Properties evolve. Homeowners often undertake renovations or upgrades—new kitchens, landscaping, a second bathroom, or even just cosmetic improvements—that meaningfully increase a property’s value.

If you’ve previously appraised a property and didn’t record it in your CRM, you lose the ability to compare and comment on how the property has changed. When it’s properly documented, you can say, “When I last visited in 2022, this home was valued around $950,000. With these recent updates, I’d now expect it to reach closer to $1,150,000 in today’s market.” That kind of specific insight builds trust and showcases your attention to detail.

Appraisals Are Like Medical Check-ups, They Should Be Regular

Just like people benefit from regular health check-ups, homeowners benefit from regular property check-ins. An appraisal shouldn’t be a one-time event; it’s part of an ongoing service. Markets change, life stages shift, and motivations evolve.

When you treat appraisals as part of a long-term client care strategy, you become more than just an agent—you become a trusted advisor. Booking in a six- or twelve-month check-in not only adds value, it keeps you front of mind when they’re ready to make a move.

Build Relationships, Not Just Transactions

Recording appraisals in your CRM isn’t just about data—it’s about relationships. Each appraisal represents a potential future listing, a referral opportunity, or a warm lead. By documenting and tracking these touchpoints, you create a system that supports genuine follow-up, thoughtful conversations, and ultimately, stronger client loyalty.

When you can call someone and say, “Hi Sarah, it’s been a year since I last appraised your home—would you like an updated price in today’s market?”—you’re not cold calling. You’re showing care and professionalism.

Final Thought

Appraisals are more than numbers—they’re the foundation of future business. By consistently recording them in your CRM, you give yourself the tools to nurture relationships, respond with accuracy, and stay ahead in an ever-changing market.

If you’re not already doing this regularly, now’s the time to start. Make your CRM your most valuable teammate—and let it help you turn every appraisal into a long-term opportunity. A well-set-up CRM gives you a clear view of your pipeline, from initial contact to future listing opportunities. If you’re unsure whether your current system is supporting this effectively, let’s chat. Book a quick demo and we’ll walk through what a smart, appraisal-friendly CRM should look like for your business.