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Create viager valuation summary and update contact record

Create viager valuation summary and update contact record

Your property leads arrive without viager valuations, so advisors lack precise numbers for follow-up. Receive concise valuation and tax summaries so advisors can contact leads the same day.

Create viager valuation summary and update contact record

Overview

When contact records come in without viager numbers, advisors spend time recreating calculations and risk inconsistent messages. This flow delivers precise valuation figures, tax ranges, and a polished advisor summary back into the contact record so reps can engage leads with confidence the same day.

Create viager valuation summary and update contact record