Dashboard and tasks
Overdue work, delay rate, valuation stats, and follow-up on client and inspector dues in one screen.
Platform
A full operating system for the valuation firm
An internal console with nine clear workstreams — indicators, operations, correspondence, finance, master data, permissions, form building, settings, and reports — plus a separate portal for external partners.
Three surfaces, one workflow
01
Firm console
For your internal team: managers, appraisers, reviewers, and accountants run files from draft to approval.
Valuation firms page02
External parties portal
For inspectors, external appraisers, engineering firms, and approved contractors — jobs, offers, and dues.
External partners page03
Field app
For site inspectors: bid on jobs, record the visit, and upload photos and documents from a phone.
Field inspectors pageOperating modules, as they exist in the product
The same structure your valuation team works in inside ValueClever.
Files, contracts, and the map
Valuation transactions, quotes, price agreements, contracts, and the archive — plus a property map for geographic comparison.
Inbox and outbox
Transaction messages and operational notices stay attached to the file, instead of living in WhatsApp or email.
Invoices and fees
Client invoices with 15% VAT, inspector fee and commission calculation, and credit notes.
The firm's definitions
Clients, cities and districts, property types, branches, and printable report templates.
Roles and inspectors
Inspector registry with licenses and coverage regions, plus an editable permissions matrix per role.
Forms and the document cycle
Build valuation forms by property type, define transaction statuses, and automate message templates.
Fields and lists
Dropdown lists, quote types, and field visibility — so the platform matches how your firm works.
Movement and audit reports
Valuation reports, invoice log, invoice summary, login log, and the full movement history of every file.
What happens in operations
Valuation transactions
A file list searchable by status, reference, client, and team (inspector + appraiser).
New-file wizard
Sections for the request, client, property, inspection, methods, and attachments — one path.
Property map
Rental, land, and building layers, property comparison, and meter price on the map.
Quotes, agreements, contracts
A preliminary quote, client pricing by property type, then a framework contract before the file opens.
Roles inside the firm
Every seat sees only what belongs to them — same file, different permission.
Platform admin / admin
Configure branches, permissions, and external-party approval, with a full view of indicators.
Branch manager
Run the pipeline in their branch: overdue files, assignment, and daily approvals.
Estimator / appraiser
Create the file, choose valuation methods, and submit the draft for sign-off.
Reviewer / approver
Accept or return the draft with a reason recorded in the audit trail.
Accountant
Quotes, invoices, fee calculation, and follow-up on client and inspector dues.
Viewer
Read-only access to reports and statuses — no edits to the file or approval.
Platform FAQs
What modules does the firm console include?
Nine operating modules — from operations and contracts to the property map, external network, forms, settings, and reports.
Does it support multiple branches and roles?
Yes — branches, roles, and a permissions matrix are built for multi-site firms, so every seat sees only what belongs to them.
Can we customize valuation forms?
Yes — the form builder supports forms and fields by property type and documentation cycle to match how your firm works.
Who manages external parties from the platform?
The platform admin (or a delegated role) approves registration, manages accreditation companies, and tracks inspector and partner dues.
Do reports include an audit trail?
Yes — valuation reports, invoices, login log, and the full movement history of every file from start to finish.
See the platform run on your firm's data
We'll walk you through the console, the external portal, and the field app in one session.