Every valuation enquiry, handled the moment it lands.
A valuation request is a seller testing the water. It is the start of every instruction you will ever win, and it is the easiest thing in the brokerage to let slip.
Coreflow processes each one automatically, consistently and fairly, the second it arrives. No re-keying. No deciding who picks it up. No serious seller left waiting. Captured, checked, scored, allocated, acknowledged, and in your CRM, before anyone lifts a finger.
Every valuation enquiry gets an instant, branded acknowledgement and lands in your CRM, allocated to the right person, automatically.
The enquiry everyone underrates.
Valuation enquiries arrive from your website, your portals and your listing sources, in different formats, at all hours. Handled by hand, they get processed inconsistently, and the good seller waits while someone decides who owns the lead. A slow or missed valuation reply is a lost instruction before the relationship has even started.
Scattered and inconsistent
Different sources, different formats, no standard way of handling them. Quality of capture depends on who is free that afternoon.
Slow to allocate
The enquiry waits while someone decides who picks it up. Every hour it sits is momentum lost with a seller who is shopping around.
Easy to drop or double-handle
No duplicate check, no audit. Two brokers chase the same seller, or nobody does, and there is no record of which.
What Coreflow does with every valuation enquiry.
One automated flow, from the enquiry arriving to the seller acknowledged and the opportunity in your CRM. The same, consistently, every time.
Captured automatically
From your website, portals and listing sources, including RightBiz. Every enquiry, whatever the format, into one flow.
Checked for duplicates
If the seller is already in play, processing stops. No double-handling, no two brokers chasing the same business.
Scored into a band
Using your own configurable rules, not hard-coded logic. Value, turnover, sector and the criteria you choose.
Allocated fairly
To the right salesperson by configurable rules that spread work evenly across the team, no cherry-picking, no gaps.
Written into your CRM
The seller, the business and the opportunity created or updated automatically. No re-keying between systems.
Seller acknowledged
A confirmation in your brand voice the moment a valid enquiry lands, with an internal copy kept for audit.
Sales team notified
The responsible person receives the seller, the opportunity and the valuation detail, so work starts immediately.
Nothing half-done
If a record cannot be created, no acknowledgement is sent and nothing is left half-processed. Fail-closed by design.
Configured to your brokerage, not baked in.
The valuation bands and the allocation rules are yours to set. How you score a lead, how you spread work across the team, all configurable, so the automation matches how your brokerage actually runs rather than forcing a generic model on you.
The front door to the whole deal.
Valuation is where the relationship starts. From there, the same connected spine carries the seller through the rest of the journey, each step feeding the next, all in one place.
One connected flow from first enquiry to signed agreement and paid invoice. Valuation is where it begins.
Writes into your CRM, or the Coreflow platform.
Valuation handling works with the CRM you already run, or as part of the wider Coreflow business platform. Two ways in, same outcome. The recommendation is made together, with your business in mind, not our pricing.
Connect to your existing CRM
HubSpot, Pipedrive, Salesforce, Zoho, anything else. Valuations land as organisations, contacts and opportunities in the deal records you already trust. No migration.
Move to the Coreflow platform
Not another CRM. A business platform built for brokerages, connected from day one, with valuation as the front door to the whole lifecycle.
Valuations, handled the moment they land.
Consistent, fair, instant, and audited from the first enquiry. That is where a connected brokerage starts.