This help article will show you how to mark an appraisal as Won or Lost, and if won, how to add a listing to the appraisal.

Marking an Appraisal as Won

1. On the Appraisals Pipeline:

   • Click on the ellipsis (three dots) action icon in the top right of the pipeline tile

2. In the Appraisal Table List:

   • Click on the right side of the appraisal entry and select the Won stage

Adding a Listing

1. Add Listing Option:

   • When you mark an appraisal as Won, an Add Listing option will pop up

2. Add Listing Window:

   • The Add Listing window will open, displaying any other listings linked to the property
   • Choose an existing pending listing to move forward with, or select Add Listing to create a new one

3. Follow the Add Listing Wizard:

   • Complete the required details, including photos, marketing text, etc.
   • Follow the steps in the wizard and click Save to finalize your listing