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For Residential valuation surveyors

AI call handling for
Residential valuation surveyors.

A residential-valuation enquiry may be needed for a sale, probate, separation, tax planning or another formal purpose. Ziverly can gather the property, reason, timing and available documents while you are inspecting or reporting elsewhere, without suggesting a value or choosing the appropriate professional instruction.

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A familiar moment

The family property that needs an independent formal valuation

You are completing a report when a caller asks about valuing a home for an estate. Ziverly can capture who is calling and their stated role, property type and location, broad purpose of the valuation, ownership or occupancy context, relevant date if mentioned, access, documents available, other advisers involved, intended recipients and timing. It does not establish authority, select the valuation basis, inspect evidence, suggest a figure, provide probate, tax, matrimonial, mortgage or legal advice or accept the instruction.

Where Ziverly can help

More room for the work.
A clearer thread afterwards.

The purpose shapes the professional work

Market, probate, matrimonial, tax and secured-lending contexts can involve different bases, evidence and recipients.

Authority cannot be assumed

A relative, executor, owner, solicitor or lender may have different standing and information requirements.

Inspection and reporting need concentration

Measured observations and formal reasoning should not be interrupted by a new enquiry seeking an immediate figure.

What a better handover can change

Less interruption.
More useful context.

Property and purpose arrive together

Review why the valuation is sought, who is involved and which documents exist before discussing an instruction.

Recipients and dates stay visible

Keep intended use, relevant date, adviser involvement and desired timing attached to the same enquiry.

Your document request can persist

Add an approved consultation time, authority check or document list for that known caller without implying a value.

Before, during and after the call

How Ziverly fits around
your working day.

☎Calls you choose≡Useful details→Your next step

  1. You decide which calls reach Ziverly.

    Use the call-diversion options supported by your mobile or landline service, such as no reply, unreachable, busy or rejected. Turn them off again whenever you want to answer normally, or use cover for evenings, weekends, holidays and unexpected time away.

  2. Your call details meet you where you are.

    Choose email or SMS alerts where enabled, then open Ziverly to review the summary, transcript, recording where available, status and priority.

    Review who called, their stated role, the property, valuation purpose, ownership or occupancy, relevant date, documents, advisers, recipients and timing.

  3. The next conversation starts further forwards.

    Add an AI-facing note when you want Ziverly to have more context if the same known caller rings again. Separate private notes stay private.

    Add an approved consultation time, authority check or document request so Ziverly can use your latest context if that known caller returns.

  4. Open calls do not have to rely on memory.

    Choose a daily or weekly email summary of calls still waiting for attention, at the time that best fits your working day.

  5. You can check in by phone, too.

    With Owner Voice Access enabled, call your own Ziverly number, verify your PIN and manage the calls you are allowed to see.

    After verifying your PIN, hear which valuation enquiries await documents, authority confirmation or response and update their status.

Use your own numbers

Put unanswered
calls in perspective.

What might those enquiries represent for your business? Start with figures from your own recent calls.

The result is an illustration, not a forecast or a promise that Ziverly will recover the work.

Enquiries represented0
Monthly work value represented£0

This simple multiplication does not account for timing, capacity, costs, cancellations, repeat work or whether another response would have changed the outcome.

You keep the judgement

Your expertise.
Your boundaries.

Formal secured-lending valuations normally require an appropriately qualified valuer; RICS Registered Valuer status is commonly required by clients and lenders.

You remain responsible for the advice you give, the work you accept and the safety, eligibility and professional checks your business requires.

A few practical questions

Before you
get started.

Talk it through →
Can Ziverly estimate what the property is worth?

No. It gathers the instruction context, while a valuation requires the appropriate professional inspection, evidence and reporting.

Will it choose the correct type or basis of valuation?

No. Purpose, basis and scope are agreed by the valuer with the properly authorised client and relevant advisers.

Can it give probate, tax, mortgage or legal advice?

No. Those questions remain with appropriately qualified professionals.

Start with the calls you choose

Keep your attention
where it matters.

Choose what Ziverly should know, what it should never promise and which details make a follow-up useful. Create an account free, then add pay-as-you-go credit when you are ready.

Create your free account Talk it through →
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