Global firm partners with Valcre to enhance appraisal management and grow their business

The global firm partnered with Valcre to scale and evolve while saving time, money, and resources

With Valcre:

• 90% of employees were able to adopt Valcre software more easily than previous software used
• 100% of employees have seen higher efficiencies in workload / production time
• Valuation professionals have saved 2 hours per day producing reports since working with Valcre
• Time spent on quality control has been reduced by 20%

Using Valcre, the company increased efficiency, accuracy, and consistency in workflow and appraisal management. Valcre was a turn-key solution – simple to deploy and required less time investment than previous solutions. The ability to adapt the platform to work for all property types empowered the global firm to expand output while maintaining accurate results.

The company was also in the process of improving the optics of their report, and they found that the Valcre product was polished with an elegant and professional appearance. Valcre assisted with branding the product so it reflected the company’s new look and feel in all client deliverables.

As it does with all of its clients, Valcre helped the global firm curate a technology solution that fit their exact needs.

Valcre’s appraisal management was simple to integrate and helps the global company with the following:

Simplified job tracking

The dashboard made it easy to track what all users were working on. People could quickly access active jobs, integrated job calendars, maps, payments and more.

Complete comparable database

Users could easily create sales, lease, unit mix surveys, and income and expense comparables. Attaching photos and generating maps was made simpler with one-click export datasheets with the company’s branding.

Simple search features

Finding the right comparables was streamlined with the ability to search by property, building type, date range, or other important keywords.

Stunning reports generated quickly

Valcre’s software seamlessly synchronized between reports and template documents to create more professional looking reports.

“One of the largest issues we had in the past is that we partnered with companies externally that didn’t have a firm grasp on the valuation side of our business. They were programmers who didn’t have a handle on the workflow of an appraiser and created limitations around what we could get from the solution.”

Managing Director, Global Firm

An innovative online platform that enables consistent analysis across all locations

The global company was up and running with Valcre’s software in no time. With a more efficient workflow, they were able to recapture lost time associated with former inefficient processes and technologies. Valcre provided the firm with a feature-rich online platform that improved workflow management.

“Having Valcre help us develop a solution that allows us to do 300 properties within one report was pretty much a game changer for us. Simply because the process before was doing the analysis and cutting and pasting things into Word. Valcre was able to find a solution for us that works really, really quickly and utilizes all aspects of the software so that people won’t take shortcuts and work around the software.

Valcre’s technology has transformed how much time it takes to get tasks done. Additionally, the transition to using the solution was fast, easy and painless.”

Managing Director, Global Firm

Risks associated with missing or incomplete data were eliminated and the associated time loss was recaptured. Team members could now access the data from anywhere and at any time through a synchronized data source, further reducing errors and inconsistencies. The robust and innovative online platform enabled teams to generate consistent analysis across all offices nationally using a standardized report format.

Partnering with Valcre solved this challenge. Work is tracked more efficiently and with greater ease. Team members responsible for specific deliverables can now view the status of any given appraisal and increase organization from a management standpoint.

Valcre provided seamless integration and enhanced developments

Valcre delivered an effortless integration with the global firm, and surpassed expectations to provide personalized enhancements that conveyed the company’s recent rebranding and made workflow easier.

Strategic enhancements included the addition of new property types. Previous systems provided only office, retail, industrial, and multi-family capabilities. Valcre provided additional options based on the company’s business needs, including quick serve restaurants, Triple-Net, convenience stores, gas stations, and portfolio solutions, which all require unique analytics for appraisals.

“The initial software simply at its barebones was great, but the flexibility of Valcre to work with us for our specialized needs was a bonus. They were open to working with us to tailor our templates and go a step further to develop new technology, add-ons and property types to meet our needs. Valcre has truly been a partner in this relationship, which has been one of the most valuable aspects of working together.”

Managing Director, Global Firm

The global company saw improved efficiencies once partnered with Valcre

“A decade ago, I might have viewed a report and had 20 changes to make. These changes would have taken a full week to accomplish. But now, I can get these same changes done in less than an hour, which is a huge benefit.”

Managing Director, Global Firm

The strategic online platform is creating time savings and faster workflows – changes that impact the company’s bottom line. “I couldn’t have dreamed up designing something as good as what Valcre provided us with,” says a Managing Director. “The quality and the thought put into the solution provide the support we need most in our reports.”

• The company reported clients have shared positive feedback on the new reports produced by Valcre’s software.
• Less errors in reports due to Valcre platform in use and much more consistent work product yields more repeat assignments with current clients.
• Valcre has expedited the review process both internally as well as with external clients through improved accuracy and a reduction of errors.

Effortless automations for global company

Valcre’s appraisal platform gives the company the ability to aggregate data analysis and results to formulate a portfolio report for multiple properties. The solution also included high-quality formats that incorporate the company’s specific brand colors and design with a professional appearance expected by the institutional clients they serve. The firm can now easily synthesize reports that are more refined for the company’s clients.

“We now have eye-pleasing tables, more attractive reports and a seamless process for pulling those assets. The database and the ability to get information from the job log of the properties that we’ve worked on before by a simple search—the Valcre software is doing all these things that we just didn’t have and it’s excellent.”

Managing Director, Global Firm

The template and report software are effortlessly integrated with Microsoft Excel and Word, so the team doesn’t need to learn a new system. Templates include seamless integrations to automate
data directly to charts, further enhancing efficiency. Administrative staffing requirements can also be reduced as maps and photos are automatically inserted in the correct pages of the report, as well as
data sheets and formatting. The result is that reports appear more professional and visually appealing to clients.

“With Valcre it’s been a much smoother process with an amazing out of the box product that we can rely on that is going to meet those needs each time,” says a Managing Director. “Valcre has a solution that was in my opinion…already done out of the box, had been vetted, and the actual software and technical aspects worked the way they were intended to.”