01
Nine operating modules
Indicators, operations, correspondence, finance, master data, permissions, forms, settings, and reports.
For valuation firms
A full operating system for the valuation firm
From quote and contract to inspection, approval, and invoice — one console with a role for every seat and an audit trail on every file.
What the firm gets
ValueClever replaces scattered WhatsApp threads and spreadsheets with one operating console: indicators, operations, finance, reports, and an inspector network tied to the same file.
02
Full valuation cycle
Quote → contract → file → inspection → methods → approval → invoice.
03
Built-in governance
Role permissions, audit trail, and SLAs on external assignments.
Why firms choose it
One reference per file
No copying between email and sheets — every document and status stays on the transaction number.
Faster cycle time
AI reads the deed and drafts the form; the licensed appraiser keeps the final decision.
Field network without manual chase
Open the job by coverage region or assign directly from the file.
Clear operational finance
Client invoices with 15% VAT, inspector fees, and dues follow-up.
Firm console capabilities
Valuation transactions
List, search, status filters, team and value details.
Creation wizard
Request, client, property, inspection, methods, and attachments.
Property map
Geographic comparison, meter price, rental/land/building layers.
Quotes and contracts
Price quotes, pricing agreements, and framework contracts before the file opens.
Invoices and fees
Client billing and inspector/collaborator fee calculation.
Form builder
Valuation forms by property type, statuses, and message templates.
Users and permissions
Role matrix: admin, appraiser, reviewer, accountant, viewer.
Reports and audit
Valuation reports, invoice log, login log, and full file movement.
A day in the firm
The daily path from intake to invoice close.
- 1
Intake and pricing
Issue a quote from the client agreement or open a framework contract.
- 2
Open the file
Create the transaction, pick the form, and link client and property.
- 3
Assign inspection
Assign an internal inspector or open the coverage marketplace.
- 4
Calculate and approve
Complete methods, review the draft, and sign off as licensed appraiser.
- 5
Bill and close
Issue the client invoice, calculate inspector fees, and track dues.
Firm team roles
Every seat sees only what belongs to them on the same file.
Platform admin / admin
Setup, branches, external-party approval, and permissions.
Branch manager
Daily pipeline: overdue work, assignment, and approvals.
Appraiser
Create the file, run methods, and submit the draft.
Reviewer / approver
Accept or return the draft with a recorded reason.
Accountant
Quotes, invoices, fees, and dues.
Viewer
Read reports and statuses without editing.
Concrete firm outcomes
Certified report
A professional client deliverable with a full audit trail.
Tax invoice
Clear line items with 15% VAT.
Field settlement
Inspector fees tied to accepted work.
Operational visibility
Delay, task, and transaction indicators on one screen.
Firm FAQs
Can forms be customized by property type?
Yes — the form builder supports forms and fields by property type and documentation cycle.
Do external parties pay a subscription?
No. Your firm subscribes; the portal is free for inspectors and partners.
Does AI make the final decision?
No. AI prepares the draft only; sign-off stays with the licensed appraiser.
Do you support multiple branches?
Yes — branches, permissions, and reports are built for multi-site firms.
Request a firm demo
Request a firm demoSee 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.