Feature Details
A full breakdown of how Touchpoint Valuation works for US real estate agents, the home valuation tool behind every estimate, the branded valuation emails clients receive, the real estate agent CRM that keeps your book organized, and the automation that helps you nurture seller prospects and past clients and earn the next referral.
Valuation Engine
Estimates start from the purchase price and date you enter, then adjust for local home price changes using ZIP-level home price indexes, with city, metro and state fallbacks where ZIP data is thin. This is a market-data estimate, not an appraisal, a broker price opinion, or a CMA.
Branded Valuation Emails
Every email that leaves Touchpoint Valuation is built around your brand. Upload your logo and headshot, set your colors, and your name, phone, email, and brokerage are embedded on every send. Contacts receive something that looks like it came directly from you, reinforcing your name as their agent of record and supporting a regular connection between transactions.
Contact Management
Add contacts manually or import via CSV, seller prospects and past clients, active leads, and cold contacts all in one place. Each gets a profile with their properties, email history, cadence setting, and engagement status. The dashboard surfaces who's active, who's overdue, and who's been sitting untouched for too long.
Automated Scheduling
Choose monthly, quarterly, semi-annually, or annually, per contact, not globally. A warm seller prospect gets monthly updates. A long-term homeowner gets quarterly. The schedule runs whether you're at the closing table or on vacation, with zero manual sends required.
Multi-Property Tracking
Not every contact owns one home. Investors, executors, and high-net-worth contacts often hold several properties across different cities and property types. Track all of them under one contact record, each property gets its own valuation, its own adjustment, and its own appreciation history.
Seller Intent Tracking
A live read on your entire operation, how many contacts are automated, how many are dormant, total estimated portfolio value under management, and full send history for every valuation email. Every report click is tracked per homeowner, so when someone keeps checking their home value, or has built up a large gain since purchase, you see a seller intent signal and know who to call first.
Home Valuation Widget
Embed a branded full-page home valuation form or a compact home value widget for your agent website. Every request is added to your Contacts and triggers an instant email alert.
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