@rubytech/create-maxy-code 0.1.0

package/payload/premium-plugins/real-agency/plugins/loop/mcp/src/tools/viewing-search.ts

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+import {
+  aggregateAcrossTeams,
+  formatAggregationResult,
+  loopGet,
+} from "../lib/loop-api.js";
+
+// ─── Loop API V2: /residential/{dept}/viewings ─────────────────
+// Fields: id, propertyId, propertyAddress, status,
+//   dateOfAppointment, dateOfAppointmentEnd,
+//   attendingAgentId, creatingAgentId, type, buyerName
+// ────────────────────────────────────────────────────────────────
+interface LoopViewingSummary {
+  id: number;
+  propertyId?: number;
+  propertyAddress?: string;
+  status?: string;
+  dateOfAppointment?: string;
+  dateOfAppointmentEnd?: string;
+  attendingAgentId?: string;
+  creatingAgentId?: string;
+  type?: string;
+  buyerName?: string;
+  [key: string]: unknown;
+}
+
+type Department = "sales" | "lettings" | "both";
+
+export async function viewingSearch(params: {
+  accountId: string;
+  department?: Department;
+  searchTerm?: string;
+  appointmentStartDate?: string;
+  appointmentEndDate?: string;
+  status?: string;
+  teamName?: string;
+  limit?: number;
+}): Promise<string> {
+  const {
+    accountId, department = "both", searchTerm,
+    appointmentStartDate, appointmentEndDate, status,
+    teamName, limit,
+  } = params;
+
+  const result = await aggregateAcrossTeams<LoopViewingSummary>(
+    accountId,
+    "viewings",
+    "loop-viewing-search",
+    async (apiKey, team) => {
+      const depts: string[] =
+        department === "both" ? ["sales", "lettings"] : [department];
+      const all: LoopViewingSummary[] = [];
+
+      for (const dept of depts) {
+        const qp: string[] = [];
+        if (searchTerm) qp.push(`SearchTerm=${encodeURIComponent(searchTerm)}`);
+        if (appointmentStartDate) qp.push(`AppointmentStartDate=${encodeURIComponent(appointmentStartDate)}`);
+        if (appointmentEndDate) qp.push(`AppointmentEndDate=${encodeURIComponent(appointmentEndDate)}`);
+        if (status) qp.push(`Status=${encodeURIComponent(status)}`);
+
+        const query = qp.length > 0 ? `?${qp.join("&")}` : "";
+        const path = `/residential/${dept}/viewings${query}`;
+        const data = await loopGet<LoopViewingSummary[]>(apiKey, path, "loop-viewing-search", team);
+        if (Array.isArray(data)) all.push(...data);
+      }
+      return all;
+    },
+    { teamName, limitPerTeam: limit ?? 50, limitTotal: limit ?? 200 }
+  );
+
+  return formatAggregationResult(
+    result,
+    (v) => {
+      const addr = v.propertyAddress ?? "Unknown property";
+      const id = v.id != null ? ` [ID: ${v.id}]` : "";
+      // dateOfAppointment is ISO datetime e.g. "2026-04-10T15:30:00"
+      const when = v.dateOfAppointment
+        ? formatDateTime(v.dateOfAppointment)
+        : "No date";
+      const viewStatus = v.status ? ` [${v.status}]` : "";
+      const buyer = v.buyerName ? ` — ${v.buyerName}` : "";
+      const viewType = v.type ? ` (${v.type})` : "";
+      return `- ${addr}${id} — ${when}${viewType}${buyer}${viewStatus}`;
+    },
+    "viewings"
+  );
+}
+
+function formatDateTime(iso: string): string {
+  const [datePart, timePart] = iso.split("T");
+  if (!timePart) return datePart;
+  return `${datePart} ${timePart.slice(0, 5)}`;
+}

package/payload/premium-plugins/real-agency/plugins/loop/mcp/src/tools/viewing-update.ts

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+import { loopPost, withTeamKey } from "../lib/loop-api.js";
+
+type Department = "sales" | "lettings";
+
+// Feedback parties map to swagger endpoints:
+// sales: buyer-feedback, seller-feedback
+// lettings: renter-feedback, landlord-feedback
+type FeedbackParty = "buyer" | "seller" | "renter" | "landlord";
+type Action = "note" | "feedback";
+
+// ─── Loop API V2: POST /residential/{dept}/viewings/{id}/{suffix}
+// Suffix: "note" for notes, "{party}-feedback" for feedback
+// Request body: { result: string } (StringResponse format)
+// Response: boolean success
+// ────────────────────────────────────────────────────────────────
+interface LoopBooleanResponse {
+  success?: boolean;
+  [key: string]: unknown;
+}
+
+export async function viewingUpdate(params: {
+  accountId: string;
+  teamName: string;
+  viewingId: number;
+  department: Department;
+  action: Action;
+  text: string;
+  feedbackParty?: FeedbackParty;
+}): Promise<string> {
+  const { accountId, teamName, viewingId, department, action, text, feedbackParty } = params;
+
+  if (action === "feedback" && !feedbackParty) {
+    throw new Error("feedbackParty is required when action is 'feedback'. Use: buyer, seller, renter, or landlord.");
+  }
+
+  await withTeamKey<LoopBooleanResponse>(
+    accountId,
+    teamName,
+    "viewings",
+    "loop-viewing-update",
+    async (apiKey) => {
+      const suffix = action === "note"
+        ? "note"
+        : `${feedbackParty}-feedback`;
+      const path = `/residential/${department}/viewings/${viewingId}/${suffix}`;
+      // Loop expects the text as a StringResponse body
+      return loopPost<LoopBooleanResponse>(apiKey, path, { result: text }, "loop-viewing-update", teamName);
+    }
+  );
+
+  const actionLabel = action === "note" ? "Note added" : `${feedbackParty} feedback recorded`;
+  return `${actionLabel} for viewing ${viewingId} (${department}) via team "${teamName}".`;
+}

package/payload/premium-plugins/real-agency/plugins/loop/mcp/tsconfig.json

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+{
+  "compilerOptions": {
+    "target": "ES2022",
+    "module": "Node16",
+    "moduleResolution": "Node16",
+    "lib": ["ES2022"],
+    "outDir": "dist",
+    "rootDir": "src",
+    "strict": true,
+    "esModuleInterop": true,
+    "skipLibCheck": true,
+    "forceConsistentCasingInFileNames": true,
+    "resolveJsonModule": true,
+    "declaration": true,
+    "declarationMap": true,
+    "sourceMap": true
+  },
+  "include": ["src"],
+  "exclude": ["src/**/__tests__/**", "src/**/*.test.ts"]
+}

package/payload/premium-plugins/real-agency/plugins/loop/mcp/vitest.config.ts

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+import { defineConfig } from "vitest/config";
+
+export default defineConfig({
+  test: {
+    environment: "node",
+    include: ["src/**/__tests__/**/*.test.ts"],
+    testTimeout: 10_000,
+  },
+});

package/payload/premium-plugins/real-agency/plugins/vendors/PLUGIN.md

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+---
+name: real-agency-vendors
+description: "Active vendor lifecycle management — communication, updates, valuation booking, and offer negotiation for UK estate agents."
+tools: []
+always: false
+metadata: {"platform":{"optional":true,"embed":["admin"]}}
+---
+
+# Real Agency — Vendor Management
+
+Four skills covering the active vendor lifecycle from valuation enquiry through offer negotiation.
+
+## When to Activate
+
+The user is managing vendor relationships — handling valuation requests, providing updates on viewing activity, preparing vendor reports, or navigating offer presentation and deal negotiation.
+
+## Skills
+
+| Skill | Purpose |
+|-------|---------|
+| `vendor-communication` | Full vendor lifecycle — valuation enquiry through active listing management |
+| `vendor-updates` | Regular reporting on viewing activity, feedback, market conditions |
+| `valuation-booking` | Handle valuation requests — capture details, motivation, timeline, book the visit |
+| `negotiation` | Offer presentation, deal saving, multi-offer scenarios, negotiation preparation |
+
+## Tools Used
+
+No MCP server. Skills operate via existing platform tools:
+- `memory-search` — retrieve domain knowledge from the knowledge base
+- `render-component` — present structured choices during interactions
+
+## References
+
+Domain knowledge files loaded on demand by each skill. See individual skill files for their specific reference listings.

package/payload/premium-plugins/real-agency/plugins/vendors/skills/vendor-communication/SKILL.md

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+---
+name: vendor-communication
+description: "Manage seller relationships — valuation booking, updates, expectations, price alignment, fee conversations, and marketing strategy."
+---
+
+# Vendor Communication
+
+Guides the full vendor lifecycle — from initial valuation enquiry through active listing management, updates, and price conversations.
+
+## When to Activate
+
+Someone is considering selling, asks "how much is my house worth?", requests a valuation/market appraisal, asks about their current listing's performance, or needs guidance on presentation and pricing.
+
+## Reference Table
+
+| Task | When | Reference |
+|------|------|-----------|
+| Seller engagement | New seller enquiry or switching agents | `references/seller-engagement.md` |
+| Valuation booking | Potential seller wants a market appraisal | `references/valuation-booking.md` |
+| Listing & valuation scripts | Prospecting for valuations, appointment dialogue, objection handling | `references/listing-scripts.md` |
+| Fee protection & agenda | Preparing for fee/commission conversations | `references/fee-protection-and-agenda.md` |
+| Vendor updates | Active listing — weekly updates, feedback relay | `references/vendor-updates.md` |
+| Vendor communication scripts | Good news sandwich, negotiation scripts, update best practices | `references/vendor-scripts.md` |
+| Price alignment (principles) | Market feedback suggests pricing adjustment needed | `references/price-alignment.md` |
+| Price alignment scripts | Preparing for hard pricing/fee conversations | `references/price-alignment-scripts.md` |
+| Scenario scripts | Price adjustments, frustrated sellers, win words | `references/scenario-scripts.md` |
+| Negotiation deep guide | Five techniques, interests vs positions, comps | `references/negotiation-deep-guide.md` |
+
+## Key Rules
+
+- Never value a property — only the agent does market appraisals, in person
+- Never discuss fee structure or commission rates directly — the agent handles these
+- Vendors should never feel forgotten — if there's nothing to report, say so (silence is worse)
+- Empathise with frustration but never badmouth previous agents
+- Frame everything around getting the best result for the vendor
+- Respond quickly to valuation requests — they have a short shelf life
+- Follow up if not booked within 48 hours
+- Never give a specific valuation figure by message — always in person after viewing
+- The market appraisal is free and no-obligation — always frame it this way
+- Offers go to the vendor promptly — never wait for the scheduled update
+- Record all updates sent in the vendor profile
+- Never reveal vendor's minimum price to buyers, or buyer's financial details to vendors without consent

package/payload/premium-plugins/real-agency/plugins/vendors/skills/vendor-communication/references/fee-protection-and-agenda.md

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+# Fee Protection & Appointment Agenda
+
+## Fee Protection Framework
+
+**Never lead with fee.** If asked early:
+> "Our fees reflect the marketing investment and negotiation expertise we bring. I'd rather show you what we do first — then you can decide if it's worth it."
+
+**The value equation:**
+- It's not what you pay the agent — it's what you NET after the sale
+- A cheaper agent who gets you £10k less is the most expensive agent you ever hired
+- Frame fee as investment in outcome, not cost of service
+
+**If pressed to reduce:**
+1. Show what's included at full fee
+2. Show what would be removed at reduced fee
+3. Let them choose — don't just discount
+
+## Valuation Appointment Agenda
+
+1. **Welcome & rapport** (5 min) — settle in, compliment the home genuinely
+2. **Property tour** (15-20 min) — let them show you around, ask questions, take notes
+3. **Sit down** (5 min) — transition to the business conversation
+4. **Their situation** (10 min) — motivation, timeline, buying position
+5. **Market context** (10 min) — comparable evidence, local market conditions
+6. **Your approach** (10 min) — marketing plan, photography, portals, database, social media
+7. **Pricing recommendation** (5 min) — backed by evidence, range if appropriate
+8. **Fee & terms** (5 min) — clear, confident, no apology
+9. **Next steps** (5 min) — what happens if they instruct today

package/payload/premium-plugins/real-agency/plugins/vendors/skills/vendor-communication/references/listing-scripts.md

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+# Listing & Valuation Scripts
+*Sources: Tom Panos, Team LANC, Serhant Agent Training Guide*
+
+## Prospecting for Valuations
+
+**Neighbour prospecting (Just Listed):**
+> "Hi [Name], it's [Agent] from [Agency]. I just wanted to give you a quick courtesy call to let you know we've just listed your neighbour's property at [Address]. We'd love to invite you to our first viewing on [Day] at [Time]. We've already had a number of enquiries — would you consider selling for a great price if we have interested buyers who can't secure that property?"
+
+**Neighbour prospecting (Just Sold):**
+> "Hi [Name], it's [Agent] from [Agency]. I just wanted to let you know we've just sold your neighbour's property at [Address] for [Price]. We had [X] interested buyers who were unsuccessful. Would you consider selling for a great price? We have qualified buyers ready to go."
+
+**Database reactivation:**
+> "It's been [X] years since we last did an appraisal on your property. A lot has changed since then. I'm doing street appraisals on [Day] at [Time]. Would you like to know the new value of your home? It'll only take 10 minutes."
+
+**Area prospecting:**
+> "I know you're not selling and I'll be brief. I'm calling because I'd like to invite you to a viewing in your neighbourhood / your neighbours have just listed at [Address]. Would you be interested in an updated market opinion while I'm in the area?"
+
+## At the Valuation Appointment
+
+**Opening (first 5 minutes — Tom Panos):**
+> "Today, I'm going to have a look around. I'm going to ask you a few questions about the property. You'll ask me a few questions, and at the end, I'm going to tell you if I can help you. If I can, I'll explain what we do and how we do it. If I can't help you, I'll also tell you. Because I don't want to waste your time. But I want you to know right from the start — it's okay if nothing comes of this."
+
+## Handling Common Objections
+
+**"I have a friend/family member in the business":**
+> "Have you ever had a friend or family member do some work for you and it didn't work out the way you wanted? A professional relationship means professional results — and if we're not the right fit, no hard feelings."
+
+**"Another agent priced it higher":**
+> "When selecting an agent, will you pick based on things the agent can control — their marketing, database, and negotiation ability — or things they can't control, like the number they give you today? Anyone can give you a high number. Getting you that number is the skill."
+
+## Commission/Fee Dialogue
+
+**When asked to reduce fees:**
+> "You wouldn't walk into a shop and start negotiating on a TV unless you actually intend to buy that TV. If you're comfortable enough with us and trust us to do the job for you, then we can discuss our fee at that moment."
+
+**Value framing:**
+> "There are agents who'll do it for less. There are also agents who'll get you less. The question isn't what you pay us — it's what you net after the sale."
+
+## Post-Valuation Follow-Up
+
+**Same day:** Send written valuation summary with comparable evidence
+**48 hours:** If not instructed, gentle follow-up
+**1 week:** Value-led touch — share a recent local sale result
+**2 weeks:** Direct ask: "Have you made a decision on how you'd like to proceed?"

package/payload/premium-plugins/real-agency/plugins/vendors/skills/vendor-communication/references/negotiation-deep-guide.md

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+# Negotiation Deep Guide
+*Adapted from Serhant Closing & Negotiation Guide + Team Agent Training Guide*
+
+## Three Fundamentals
+
+1. **You're working for the DEAL** — not to "win." Negotiate to close, not to beat the other side.
+2. **Playing for the other side to win** — when the other side wins, you win. Find mutually beneficial outcomes.
+3. **Put interests over ego** — be hard on the problem, soft on the person.
+
+## Interests vs Positions
+
+The single most important negotiation concept. Positions are what people SAY they want. Interests are WHY they want it.
+
+**Example:** Buyer says they can't go above £485k (position). Why?
+- Can't secure a larger mortgage
+- Needs to factor in renovation budget
+- Hasn't sold their current home yet
+
+**Vendor says they won't come below £500k (position). Why?**
+- Needs the money for their next purchase
+- Emotional attachment to what they paid/spent
+- Not in a rush
+
+**If you know the interests, you may bridge the gap creatively** — adjusting timelines, including/excluding fixtures, flexible completion dates.
+
+## Preparation: Three Numbers
+
+Before every negotiation, know:
+1. **First offer** — opening position (supported by evidence)
+2. **Best target** — what you realistically hope to achieve (NEVER share)
+3. **Walkaway price** — absolute limit (set BEFORE emotions kick in)
+
+## Five Negotiation Techniques
+
+### 1. "The Pull"
+When a negotiation drags — pull the deal away. RISKY but effective.
+> "Thank you for working with us. Unfortunately, it's just not going to work. Good luck!"
+
+### 2. "The Facts"
+Purely analytical. Pull the comps, present the evidence.
+> "These are the facts. Here are the comparable sales. This is our justification."
+
+### 3. "The 'What Do You Want To Do?'"
+When the deal is fair — put the decision in their hands.
+> "What do you want to do?"
+
+### 4. "The Emotions"
+When SO close but also SO close to losing it.
+> "£10k over your budget, spread over 10 years, is only £1,000 a year. Is this home worth that?"
+
+### 5. "The Reality"
+The hardest technique. Sometimes the truth hurts.
+> "This is what it is. This is where we are. This is what the market is saying."
+
+## Tactical Principles
+
+- **Reciprocity** — offer a benefit at stalemate, then ask for something in return
+- **No hostile emotions** — agents are shock absorbers. Don't pass emotions to clients
+- **Let silence do the heavy lifting** — present your point, then SHUT UP. The person who speaks first loses
+- **Decoy** — ask for something you don't need first. When refused, concede it — then win on what matters
+- **Gradual persuasion** — tugboats pushing oil tankers, not rams
+- **Precise numbers** — counter at £298,450, not £300,000. Precision gives credibility
+
+## Comparable Reports
+
+- Start with the building/street — most recent sales are most important
+- The market is fluid — 3-month-old comps may no longer apply
+- Comp REALISTICALLY — don't show outliers without explaining why
+- Comps should never make a seller feel BAD — they're helpful tools
+- More recent = better — don't include sales over 12 months old

package/payload/premium-plugins/real-agency/plugins/vendors/skills/vendor-communication/references/price-alignment-scripts.md

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+# Price alignment + fee protection scripts (Tom Panos — adapted)
+
+Use these as **language patterns** to help Alex handle hard vendor conversations. The agent can tee up the conversation, gather context, and escalate.
+
+## Key concepts
+- **Sweet zone vs stale zone:** time on market creates "stale" perception; later reductions usually cost more.
+- **Overpriced homes help sell other homes:** buyers use them as a benchmark then buy correctly priced stock.
+- **Only 2 reasons a home doesn’t sell:** marketing (agent-owned) or price (owner-owned). Be tactful.
+
+## Scripts / phrases
+**Price realignment opener**
+- "How open-minded will you be if we need to realign the price?"
+
+**Not in the market**
+- "Right now your home isn’t in the market. It’s sitting on top of the market. Buyers view it, then go and buy other homes. It becomes the reference point that helps other agents sell their listings."
+
+**% language (easier than £)**
+- Replace "drop by £X" with "realign by 5%" (or similar).
+
+**Using viewings as leverage**
+- When the gap is small, use: "We’ve had X viewings and Y serious bidders — that’s the market telling us where value sits."
+
+**Fee protection framing**
+- Shift from fee % to net outcome: the goal is **max net in the vendor’s pocket**, not the cheapest commission.
+- "The cheapest agent and the best agent are generally not the same agent."
+- "What’s more important — saving a little on fee, or underselling by tens of thousands?"
+- Value test: "If I was the same fee as the other agent, who would you pick? … How come?" (let them articulate your value)
+
+## Agent rules
+- Don’t argue. Ask questions, reflect, escalate to Alex.
+- Never promise a price. Stick to evidence and process.
+
+Source: *Tom Panos — Dialogue to Get More Listings* (Estate Agency Mastermind summary)

package/payload/premium-plugins/real-agency/plugins/vendors/skills/vendor-communication/references/price-alignment.md

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+# Price Alignment
+
+## Purpose
+
+Guide the conversation when market feedback suggests a pricing adjustment is needed. This is one of the most sensitive conversations in estate agency — handle it with evidence, not opinion.
+
+## When Price Alignment is Needed
+
+- Low or no viewings despite good marketing
+- Consistent feedback that the property is overpriced
+- Comparable properties selling at lower levels
+- Market conditions have shifted since the original valuation
+- Buyer interest drops off after seeing the price
+
+## Principles
+
+- **Evidence-based** — never say "I think it's overpriced." Instead: "The feedback from the last four viewings has consistently mentioned price as a concern, and two comparable properties on the street have sold at £X"
+- **Alex leads this conversation** — the agent gathers evidence and context, but the pricing discussion happens between Alex and the vendor directly
+- **Frame as strategy, not failure** — a price adjustment is a tactical decision, not an admission of error. "Repositioning" is better language than "reducing"
+- **Vendor's decision** — always. Present the evidence, make the recommendation, respect their choice
+
+## What the Agent Does
+
+1. **Gather the evidence** — search memory for viewing feedback, portal stats, comparable sales
+2. **Summarise for Alex** — create a clear picture of what the market is telling us
+3. **Flag the conversation** — note in the vendor's profile that a price review is recommended
+4. **Support after the decision** — if the vendor agrees to adjust, communicate the change positively: fresh marketing push, new portal alerts triggered, repositioned to attract a new audience
+
+## What the Agent Does NOT Do
+
+- Suggest a specific new price — that's Alex's domain
+- Apologise for the original price — it was based on the best evidence at the time
+- Guarantee results from a price change — be honest that it improves positioning but doesn't guarantee an immediate sale
+- Pressure the vendor — if they want to hold, respect it and revisit in 2-3 weeks

package/payload/premium-plugins/real-agency/plugins/vendors/skills/vendor-communication/references/scenario-scripts.md

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+# Scenario Scripts — Vendor Communication
+
+Adapted from Serhant Team Agent Training Guide.
+
+## Price Adjustment Conversations
+
+**Never call it a "reduction" — it's an ADJUSTMENT.**
+
+### Opening
+"Hi [name], I'm following up on what we're doing to get your home sold. We've followed up with all the buyers who've viewed, and some have purchased elsewhere. Those still looking aren't willing to make an offer at the current level."
+
+"The market is telling us we're priced on the high side. If we adjust the price, we take a major step toward getting your home sold. What do you think?"
+
+### When They Say "You're the one who priced it"
+"You're right — I was trying to get you the most money possible. My professional recommendation now would be to adjust to establish fair market value."
+
+### Frustrated Seller
+"[Name], your home has been on the market for [X] months and we've only had a few viewings. I wouldn't be surprised if you were feeling frustrated — that's completely normal. You were thinking you'd be moved by now."
+
+Then: "I'm doing everything in my power. The market is adjusting. We may need to adjust with it."
+
+## Win Words
+
+| Word | Why |
+|------|-----|
+| **Reasonable** | Nobody wants to be unreasonable |
+| **Fair** | Everyone wants to be fair |
+| **Standard** | Removes fear from processes |
+| **Double check** | Shows integrity — "let me double check" |
+| **Normal** | Quickest way to put people at ease |
+| **Comfortable** | Shows you care |
+| **We/Us** | Team language — "we are making an offer" |
+
+## Key Phrases
+- "We're on the same team"
+- "Everything is going as scheduled"
+- "This is not unusual"
+- "This is a minor bump in the road"

package/payload/premium-plugins/real-agency/plugins/vendors/skills/vendor-communication/references/seller-engagement.md

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+# Seller Engagement
+
+## Purpose
+
+Convert a seller enquiry into a booked market appraisal with Alex. Understand their situation, build confidence, and set realistic expectations.
+
+## New Seller Enquiry
+
+1. **Thank them** for reaching out
+2. **Understand motivation** — "What's prompted you to think about selling?" Common triggers:
+   - Upsizing (growing family)
+   - Downsizing (empty nest, retirement)
+   - Relocating (job, lifestyle change)
+   - Financial (separation, inheritance, investment)
+   - Bereavement — handle with extra sensitivity
+3. **Understand timeline** — "Do you have a timeframe in mind, or are you exploring options?"
+4. **Understand their position** — "Will you be buying as well, or just selling?"
+5. **Book the appraisal** — "Alex would love to come and see the property. He'll give you an honest assessment of the market, a pricing strategy, and show you exactly how Beacons would market your home. When works best for you?"
+
+## Switching Agents
+
+Many Beacons clients come after frustration with another agent. Handle this carefully:
+
+1. **Listen first** — let them vent if they need to. Acknowledge the frustration without fuelling it
+2. **Never name or criticise the other agent** — "That sounds really frustrating" is enough
+3. **Focus forward** — explain what Beacons does differently:
+   - One point of contact (Alex, not a rotating team)
+   - Quality marketing for every property (photography, video, drone, social media)
+   - Proactive communication (you'll never have to chase)
+   - Track record of turning around stale listings
+4. **Address the contractual question** — ask if they're currently tied in. If so, suggest checking their notice period. Don't advise on the legal side — suggest they review the contract or speak to a solicitor if unsure
+5. **Book the appraisal** — same as above
+
+## After the Conversation
+
+Save to `memory/users/{phone}/profile.md`:
+- Motivation for selling
+- Timeline
+- Property details (address, type, beds if mentioned)
+- Position (also buying? Chain? Onward purchase found?)
+- Current agent (if switching) and contract status
+- Appraisal date booked (if applicable)
+
+## Bereavement Sales
+
+When someone is selling a deceased relative's property:
+- Slow down. Don't rush the qualification
+- Acknowledge the difficulty — "I'm sorry for your loss. I know this can be a really difficult process on top of everything else"
+- Be practical and gentle — they may not know the property well, may not have visited recently
+- Explain that Alex has handled many sensitive sales like this and will be respectful of the situation
+- Don't push for a timeline — let them set the pace

package/payload/premium-plugins/real-agency/plugins/vendors/skills/vendor-communication/references/valuation-booking.md

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+# Valuation Booking
+
+Handle inbound requests from potential sellers wanting a property valuation (market appraisal).
+
+## Conversation Flow
+
+### 1. Warm Acknowledgement
+Thank them for getting in touch. Enthusiastic but not pushy — they may be exploring.
+
+### 2. Capture Property Details
+
+**Essential:**
+- Full address (including postcode)
+- Property type (detached, semi, terrace, flat, bungalow)
+- Bedrooms and bathrooms
+- Contact name and phone
+
+**Helpful (ask naturally):**
+- Reception rooms, garden, parking
+- Recent improvements (new kitchen, extension, loft conversion)
+- EPC rating, tenure (freehold/leasehold)
+- Service charge / ground rent (leasehold only)
+
+### 3. Understand Motivation
+
+- Why are they thinking of selling? (Upsizing, downsizing, relocating, divorce, financial, probate)
+- Timeline — when would they ideally like to move?
+- Have they spoken to other agents?
+- Are they buying too? (Chain considerations)
+- Mortgage situation — remaining balance? (Optional, don't push)
+
+### 4. Book the Appraisal
+
+- Propose 2-3 options across the next few days
+- Default: 45-60 minutes (standard), 60-90 (larger/unique)
+- Check who will be present (both owners if joint?)
+- Confirm address
+
+Create event in both:
+- `memory/shared/events/YYYY-MM-DD-valuation-{address-slug}.md`
+- `memory/users/{phone}/events/YYYY-MM-DD-valuation-{address-slug}.md`
+
+### 5. Set Expectations
+
+- Agent visits, views property, discusses local market
+- Written valuation with comparable evidence within 24-48 hours
+- Free, no-obligation market appraisal
+- Suggest having questions ready (fees, marketing strategy, timelines)
+
+### 6. Confirm in Writing
+
+Date/time, property address, agent name, what to expect, contact to reschedule.
+
+## Handling Objections
+
+**"Just want a quick idea of value"** → Offer broad online estimate, but explain in-person is 5-15% more accurate.
+
+**"Not ready to sell yet"** → No pressure. Frame as forward planning — "Many clients get a valuation 6-12 months ahead."
+
+**"Already had valuations from others"** → A second opinion is wise. Different agents have different marketing strategies and buyer databases.
+
+**"How much do you charge?"** → Appraisal is free and no-obligation. Fees discussed during the visit based on marketing package.
+
+## Follow-Up
+
+- **48 hours:** "Just checking if you had any questions about arranging the valuation?"
+- **1 week:** Value-led touch — share a recent local sale result or market insight
+- **2 weeks:** Direct ask — "Have you made a decision on how you'd like to proceed?"
+
+## Escalation
+
+Escalate to the agent for:
+- Commercial property valuations
+- Probate or executor valuations (may need RICS qualified)
+- Development land or unusual property types
+- Formal (Red Book) valuations vs market appraisals