How to create a seller report

🧭 1. Find Seller Reports in the Navigation Menu

You’ll notice a new option in your left-hand navigation: Seller Reports.

• Hover over it
• Click Seller Reports to open the dashboard

This screen will display all your previously generated reports. If it’s your first time, the page may look a little empty — let’s change that.

➕ 2. Click "Create Report"

In the top-right corner, click the Create Report button.

• Enter the property address for the upcoming valuation
• Add the vendor’s name so you can personalise the report

🏡 3. Confirm Property Details

We’ll pre-populate key property information where we can.

• Review and update fields like beds, baths, and tenure
• Once ready, click Generate to create the draft report

✏️ 4. Edit Your Report

Almost every section of the report is editable.

• Simply click any text or image to make changes
• Updates to personal info (like your name or contact details) will prompt you to update your Account Settings

Pro Tip:

Each report page includes a QR code. This links to your website — you can update this URL via Account Settings as well.

📊 5. Customise Comparables and Planning Data

In the Comparables and Planning Applications sections:

• Swap out properties or planning applications using the dropdown
• When you change comparables, you’ll be prompted to regenerate the AI summary — use this as-is, or overwrite with your own version

🧮 6. Review Your Appraisal

We’ll provide a suggested valuation, but you’re the local expert.

Edit the Appraisal & Valuation section to suit your strategy and knowledge of the area.

🧍 7. Personalise the "About the Agent" Page

This section automatically pulls in:

• A couple of your live listings
• A placeholder for the “Coming Soon” property you're appraising

If no listings appear, check that your coverage area is correctly set in your account.

🌟 8. Add Your Agent Bio and Reviews

In the About Us section:

• Write a short agent bio
• Choose the best reviews to show vendors why you’re the agent for the job

🙈 9. Hide Unnecessary Pages

Tailor the report to each instruction.

On the left-hand side, click Hide next to any section you don’t want to include.

✅ 10. Save and Manage Your Report

Once you’re happy with your changes, click Save & Close to return to the dashboard.

On the right-hand side of each report, click the three vertical dots to:

• Preview
• Download (for print)
• Copy link (to share digitally)
• Edit
• Delete