Upload one file of your past clients. Every quarter, each of them gets a fresh Truppraisal Estimate on their home, from you. You see every batch and send it yourself, so nothing goes out without your OK.
All you need is a spreadsheet with name, email and home address. Square feet, beds, baths, pool and garage fill in automatically from multiple data sources.
Do it once. After that it runs every quarter.
Most CRMs have an export button. Pull just your past clients if you can (filter by a tag or stage like “Closed” or “Past Client”), and save the file as CSV.
Column names don’t need to match ours. First Name, Last Name, Email, Phone and Address are recognized automatically, a single Name column works, and so do separate street, city, state and zip columns. Anything we don’t use is ignored.
Sign in and click Load your client list on your dashboard. You can also find it in the menu under Load or Manage Your Client List.
Click Load my client list.
The numbers at the top tell you how many are on the list and how many are ready to send. If some rows say they need classifying, pick All past clients for that batch and click Apply. Click Send test to me on any row to see exactly what your client will get.
Optional, for a sharper value: set each home’s condition (needs work, average, updated or fully remodeled) on the row, or add a Condition column to your file.
Overnight, Truppraisal prepares a fresh report for every client who is due, and we email you when they’re ready. Open Ready to Send in the menu, look over the batch and click Review and send. Each client gets their home’s value with your name and contact details on it.