For valuation-booking teams
Who to coach. What to practise. What it may cost the branch.
ValuLogic is the coaching and revenue-intelligence layer for estate-agency valuation teams. It turns recorded vendor calls and CRM outcomes into a fair weekly queue — with evidence at the exact moment in the call.
Built for UK independent and regional groups with 5–30 branches. Not a phone system, not a CRM, and not automatic performance management.
Oakfield · This week
Coaching queue
Calls where one behaviour can improve the next valuation or instruction.
Evidence · Oakfield · Negotiator A
“Shall I pencil a valuation in for Thursday afternoon at the property, so you have a clear figure before you decide?”
The problem
Manual sampling cannot keep up with the valuation pipeline.
Most branches still review a small sample of vendor calls by hand. Team leaders score whether the negotiator introduced the brand, discovered why the vendor is moving, qualified the opportunity, handled objections, and booked the valuation. The work is slow, inconsistent, and usually detached from the result: attended valuation, instruction won, or fee earned.
01 · Who
Which negotiators need coaching this week?
02 · What
What precise call behaviour should each person practise?
03 · Cost
What could that behaviour be costing the branch in instructions?
The outcome
Coach one behaviour, with the two calls that prove it.
Generic QA software tells a manager that an agent scored 72%. ValuLogic tells them who to sit with, the exact behaviour to practise, and whether the next valuations and instructions improve. Estimated opportunity is shown with the calculation — we do not claim revenue until your own data supports it.
Fair coaching priorities
A ranked queue for the branch, not a league table designed to punish negotiators.
Evidence at the moment
Timestamped excerpts so a manager can hear the vendor conversation, then override if needed.
Tied to branch outcomes
Booked, attended, instructed and fee value sit beside call quality — using the CRM export you already produce.
First valuation-booking scorecard
- Correct branch or brand introduction
- Vendor reason for moving discovered
- Property, decision-maker and timescale qualified
- Existing-agent position understood
- Valuation appointment requested, booked and confirmed
- Next steps and follow-up confirmed
- Call conduct and policy red flags
Human managers make coaching and employment decisions. ValuLogic does not discipline staff automatically.
Simple workflow
Your stack stays. The coaching layer sits on top.
01
Recorded calls and CRM outcomes
Use the telephony and CRM you already have. Import valuation-booking audio and a simple outcomes file: booked, attended, instructed, fee.
02
Estate-agency scorecard
Every call is scored against vendor discovery, qualification, existing-agent position, valuation booking, next steps, and conduct flags.
03
Evidence, not a lone percentage
Each score shows the transcript excerpt and timestamp. Team leaders can override an AI decision and record why.
04
Weekly coaching queue
Leaders get a ranked list of who to coach and the one behaviour to work on — then track the next calls and commercial outcomes.
Quality to Instruction Pilot
Four weeks on valuation-booking calls.
We analyse valuation-booking calls, calibrate an estate-agency scorecard with your team leaders, and map the strongest and weakest behaviours against CRM outcomes. You keep your phones and your CRM.
- Length
- 4 weeks
- Pilot fee
- £1,000–£3,000
- You receive
- A working scorecard, weekly coaching queue, call evidence, calibration with managers, and a branch-level findings report. Part of the fee can be credited against an annual contract.
Success looks like this: team leaders use the queue, score decisions are trusted after calibration, and you can see behaviours linked to improved appointment or instruction outcomes.
How recordings are handled
Vendor calls are personal data. Your agency remains responsible for lawful recording, call notices, and a lawful basis to process staff and vendor information. ValuLogic acts as a processor for a defined coaching purpose, with access control, retention, deletion and an audit trail. We do not want live recordings until those terms are agreed. Read the full explanation on the privacy page.
Request a pilot
Tell us about the valuation team.
Share how you coach negotiators today. We will reply to shape a four-week Quality to Instruction Pilot around your branches — not a generic demo call.