One reference for the file
Every document, status, and assignment stays tied to the same file number from start to finish.
Workflow
From quote to certified report
One operating path that connects the client, inspector, licensed appraiser, and finance reviewer — without scattered spreadsheets.
Why one path?
In valuation firms, the file often lives across WhatsApp, spreadsheets, and email. ValueClever keeps the quote, contract, inspection, approval, and invoice on the same reference — with a role for every seat.
Roles that do not collide
The inspector delivers, the appraiser signs off, finance closes — without crossing permissions.
Field network built in
Open the job by coverage region or assign directly — from inside the same file.
Seven stages for the full cycle
The same path your firm team runs inside the platform day to day.
- 1
Price quote
1Issue a preliminary quote by property type and the client's pricing agreement.
- Linked to client and property type
- Pricing from price agreements
- Converts straight into a contract
- 2
Valuation contract
2Turn the quote into a framework contract that binds the client and delivery terms.
- Delivery terms and timeline
- Contract reference for later files
- Contracts archive in operations
- 3
Valuation file
3Open the transaction: branch, documentation cycle, client, and property data.
- Wizard sections: request, client, property
- Choose the valuation form
- Attachments from day one
- 4
Field inspection
4Assign an inspector or open the job to the coverage network — first accept wins.
- Internal assign or coverage marketplace
- SLA with auto-cancel on delay
- On-site visit page with photos
- 5
Valuation methods
5Market comparison, cost, and income capitalization — in the same file with attachments.
- AI-supported comparables
- Property map for comparison
- A ready draft for the appraiser
- 6
Licensed appraiser sign-off
6The licensed appraiser reviews the draft and approves or returns it — the decision stays human.
- Accept or return with a recorded reason
- Audit trail on every decision
- Ready to issue the report
- 7
Invoice and settlement
7Issue the client invoice, calculate inspector fees, and track dues.
- Invoice with 15% VAT
- Fee and commission calculation
- Client and inspector dues
What is inside the valuation file?
The wizard sections your firm team sees when creating or editing a valuation transaction.
Request data
Branch, department, documentation cycle, and the client linked to the contract or quote.
Client and property
Client identity, property type, city and district, area, and the address on the map.
Inspection and team
Assigned inspector, date, field notes, and on-site attachments.
Methods and outputs
Calculation approaches, estimated value, the report, and government-platform submission tracking.
The inspection path in detail
From opening the job to uploading photos — as it works in the portal and the field app.
Open by coverage
The job appears to inspectors whose regions include the property location.
Offer and accept
The inspector submits an offer or accepts the suggested fee — first accept wins.
On-site page
Owner details, map link, and upload of deed, permit, and photos from the phone.
Back on the file
Inspection data writes to the transaction immediately and the appraiser starts from an updated draft.
Who touches the file at each stage
Same file, different roles — every seat sees only what belongs to them.
The firm team
Creates the quote, contract, and file, and chooses the form and documentation cycle.
The inspector
Receives the assignment or wins the bid, then completes the visit page and uploads photos and the deed.
The licensed appraiser
Reviews the draft after inspection and methods, then approves the value or returns it.
The accountant
Closes the cycle with the client invoice, inspector fees, and dues follow-up.
Statuses everyone can see
One board shows where every file stands — without asking in the group chat.
Draft
The file is being prepared before it is sent for approval.
Submitted
Waiting for the licensed appraiser or reviewer.
Approved
Internally signed — the report can be issued.
Rejected / cancelled
The reason is recorded in the audit trail so the decision context is never lost.
Valuation methods inside the file
Three standard approaches on the same transaction — with AI and map support.
Market comparison
Comparables with AI suggestions and map support.
Cost approach
Construction cost and depreciation, calculated on the same transaction.
Income capitalization
For rental and investment assets — cash flows and yield in one screen.
Controls that are not left to guesswork
Governance built into the cycle — not bolted on later.
SLA on assignment
If the external party misses the deadline, the assignment is cancelled and the job reopens.
Full audit trail
Every submit, approval, and rejection appears with reason, time, and user.
Government platform
Track submission to the government platform from inside the same file.
Role permissions
Finance does not edit valuation methods, and an inspector does not issue an invoice.
What leaves at the end of the cycle
Certified valuation report
A professional output signed internally and ready to deliver to the client.
Invoice and tax
Client billing with 15% VAT and clear line items.
Inspector settlement
Fees and commissions calculated against accepted work.
Audit trail
A full movement log you can return to in review or dispute.
Workflow FAQs
How many stages are in the valuation cycle?
Seven: quote, contract, open the file, field inspection, valuation methods, licensed appraiser sign-off, then invoice and settlement.
What happens if an inspector misses the assignment SLA?
The assignment is cancelled automatically and the job reopens to other inspectors in the coverage region.
Does AI make the final valuation decision?
No. AI supports comparables and the draft; sign-off stays with the licensed appraiser and a full audit trail.
Can we track government platform submission?
Yes — track submission to the government platform from inside the same file, without side spreadsheets.
Does the invoice include VAT?
Yes — client billing with 15% VAT and clear line items, plus inspector fee settlement on accepted work.
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.