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Guides for running a valuation practice

Practical notes for principals and office managers on the work around the valuation report: winning private work, agreeing fees, getting paid and keeping clients informed.

Posts about Clients and referrers

  • Clients and referrers, Practice software

    A CRM for valuers: what to track and why

    A valuation firm's best clients are the solicitors, accountants and brokers who refer work. What a valuer's client record should hold, what to measure, and how to keep in touch lawfully.

    6 min read

  • Clients and referrers, Turnaround

    A client portal for valuation firms: what clients want to see

    Clients want to know where their valuation is up to, what it costs and how to pay, without ringing you. What a valuation firm's client portal should show, and what it should not.

    5 min read

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