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Why You're Losing Instructions After Valuation Calls

Valuation calls are about understanding motivation, not just pricing. Learn how AI coaching helps agents win more instructions.

Momentra
6 min read

The Valuation Paradox

You gave a great valuation. Competitive price. Strong marketing plan. Professional presentation.

They went with another agent. Why?

Because pricing isn't why people choose agents. Trust is.

And trust is built through understanding, not presenting.

The Mistake Most Agents Make

Valuation calls become pitch meetings. Agents walk in ready to impress with market knowledge, comparable sales, and marketing reach.

But the seller is asking a different question: "Does this agent understand my situation?"

Process Checks:
✓ Timeline established
⚠️ Motivation uncovered: partial
✗ Chain status confirmed
✗ Decision makers identified
✗ Financial position clarified

You knew when they wanted to sell. You didn't know why. That's the gap competitors exploit.

Motivation Discovery

"Why are you moving?" is a starting point, not a finish line.

Seller: "We want more space."

Most agents: "Let me show you what similar properties are selling for..."

What you missed: Why now? What changed? How urgent is this really?

AI Coaching Recommendation:

Area: Discovery Issue: Accepted "we want more space" without exploring urgency Try saying: "More space makes sense — what's made now the right time to start looking?"

The answer changes everything. "We're expecting twins" is different from "we've been thinking about it for years."

The Chain Conversation

Most agents dance around the chain question. It feels intrusive. It might reveal complications.

But not asking is worse:

Process Check: Chain status confirmed: no

If you don't understand their buying situation, you can't properly advise on pricing strategy, timing, or expectations.

Better approach:

"To give you realistic timelines, I need to understand your buying situation. Have you found somewhere, or are you selling first?"

Now you're advising, not just presenting.

The Absent Partner Problem

[12:45] Improvement - Discovery

Seller mentioned "we" multiple times but partner not present

Suggestion: "Will your partner want to be part of the final decision? I'd be happy to come back when you're both available."

Instructions won by one partner and vetoed by another are instructions lost.

AI coaching spots when decision-makers are missing from the conversation.

From Valuation to Instruction

The agents who consistently win instructions don't have better market knowledge. They have better conversations.

They discover:

  • Why are you really moving?
  • Why now, not six months ago?
  • Who else influences this decision?
  • What's your chain situation?
  • What matters most: speed, price, or something else?

Then they position their service against what they've learned.

Process Checks:
✓ Motivation uncovered (deep)
✓ Timeline established
✓ Chain status confirmed
✓ Decision makers identified
✓ Priorities explored
✓ Viewing or next step booked

When all boxes are checked, instructions follow.

Three Changes for Your Next Valuation

  1. Ask "why now" — "What's made this the right time to move?"
  2. Understand the chain — "What's your buying situation?"
  3. Include all decision-makers — "Should we schedule a follow-up when your partner can join?"

The best valuation isn't the one with the best price. It's the one where the seller feels truly understood.

Upload your last valuation call and see what you're missing.

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