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 stay top of mind with clients and prospects and earn the next referral.
Valuation Engine
Automated home valuations calculated from each client's purchase date to today, using ZIP-level market data updated monthly. Property type matters — Single Family, Townhouse, Condo, and Semi-Detached each follow different appreciation curves so estimates reflect what's actually happening in that property class. A manual adjustment layer lets you fine-tune for renovations, local conditions, or anything the data can't see.
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 quietly building the relationship that drives the next referral.
Contact Management
Add contacts manually or import via CSV — past clients and seller prospects, 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.
Dashboard Analytics
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. See who's clicking, who's gone quiet, and where the highest-probability conversations are hiding.
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14-day free trial. No credit card required. Set up in under 20 minutes and your first automated valuation email goes out this week.