Integration overview
With the Estates IT integration enabled it eliminates the need to enter Market Appraisal appointment data (i.e. client name, address, contact details, appointment date and time, etc) into Acaboom.
When a Market Appraisal is booked in Estates IT, the appointment details are sent to Acaboom, where (if selected) a Pre-Appointment presentation is automatically sent to the homeowner and the main presentation is created ready for the valuer to add comparables, etc.
SETUP
Welcome to our integration setup guide, designed to seamlessly connect your system with Estates IT for a streamlined workflow. Follow these steps to ensure a smooth integration process. With the booking of a market appraisal within Estates IT, the integration supports the automatic sending of your Acaboom pre-appointment presentation and the creation of the main presentation/proposal within your account, where it’s then ready for the valuer to add comparable property and supporting data.
Request Initiation:
When a request is received either from yourself or directly from Estates IT, we swing into action. Our team works diligently in the background to set up the integration, ensuring that all necessary details are gathered and processed.Integration Configuration:
Once the initial request is received, we collate and setup the required information and send it over to Estates IT. This facilitates the mapping of accounts and users, ensuring a secure and efficient integration process.Confirmation from Estates IT:
Estates IT will notify you once the integration is successfully set up and ready to go. This confirmation is your signal that the systems are now connected and prepared to enhance your workflow.
HOW IT WORKS
Direct “Create Acaboom Presentation” Functionality – Instantly send property and client data to Acaboom to generate a tailored presentation in seconds.
Users can configure every detail when creating an Acaboom presentation, including:
Office to insert to
Template selection
Valuer assignment
Send Pre-Valuation Email
Send Pre-Valuation SMS
Send Copy to Valuer
Once in Acaboom the main presentation is created ready for the valuer to continue the process of populating the main presentation, adding comps etc.