Valuation leads and reports
More valuation requests, and a record of every one.
Forms that never lose a lead, and a report each month that shows the partners exactly what the website produced.
Forms
Seven forms, one rule: never lose a lead.
Valuation, viewing, property enquiry, general enquiry, sell or let with us, register interest and portfolio review. Every request is saved on your site first and emailed second, so a bounced email or a full inbox never costs you a vendor.
- Every request in one list, with its status and the page it came from
- A warning on the dashboard if an email to the office failed
- Consent wording you control, recorded with each request
Spam protection
Spam protection that fails safe.
Cloudflare Turnstile stands in front of every form and loads only when someone starts filling one in. If the check cannot run, the request is kept and labelled unverified rather than thrown away, because a lost valuation costs more than a spam email.
- No puzzles for real people in almost every case
- Doubtful requests marked [unverified] in the email subject
- Repeated unverified requests from one address are capped
Monthly report
A report the partners will actually read.
On the first of each month, Realist emails a one-page report. It leads with valuation requests, compares them with last month and the same month last year, and says plainly when a month was quiet. Traffic charts are left out on purpose.
- Valuation requests first, then viewings and enquiries
- How quickly the office replied to each request
- Counts kept after the leads themselves are deleted on schedule
Included
Everything in the box, at no extra cost.
- Valuation forms for sales and lettings, with property details
- Viewing forms that know which listing they are on
- Viewing forms closed automatically on sold and let listings
- A status on every lead: New, Contacted or Closed
- Response times measured from arrival to first reply
- Requests emailed to the addresses you choose
- A Send this report now button for checking the wording
- Personal data deleted on the schedule you set
- Leads included in privacy export and erasure requests
- Forms styled to match your site, light or dark
Questions
Common questions.
Do leads go into our CRM?
Leads arrive by email and in the website’s own lead list, ready to add to your CRM. Sending them into the CRM automatically depends on what your CRM allows, so ask us on the call about yours.
Will spam protection block real people?
Almost never. Turnstile runs invisibly for nearly everyone, and when it cannot reach a verdict the request is kept and marked unverified instead of refused. You read it and decide.
Who receives the monthly report?
Whoever you choose: usually the partners or the branch manager. You can send it again at any time from the dashboard to check what it says.
Can we change the questions on a form?
Yes. Each form type has its own fields, and you choose which to show and which are required when you place the form on a page.
Keep reading
More of what Realist does.
Property listings and search
Search, filters, maps and listing pages that work on a phone.
Privacy and GDPR
Consent, retention, export and erasure built in, with no banner by default.
CRM integration
Listings, photos and documents from your CRM, with every change logged.