What switching to Valcre actually takes

Thinking about switching appraisal software? Every Valcre plan includes data migration, onboarding and a dedicated specialist for your first 90 days. The rest depends on the size of your firm.

Where your work lives
Diagram: today, bids, assignments, client records, deadlines, staff assignments, comps, properties, valuation models and report templates are spread across spreadsheets, inboxes, shared folders and one person’s memory. On Valcre, they live in Valcre Online, which feeds the Valuation Workbook, which feeds the Valuation Report. SpreadsheetsInboxes and shared foldersSomeone’s memory Valcre OnlineJobs, bids, deadlinesand staff assignmentsClientsSales comps, lease compsand propertiesOne database for the firmComps and property dataAnalysis, in one clickValuation WorkbookValuation models, in ExcelValuation ReportYour templates, in WordValcre AssistReport prep, on demandYour other systemsValcre APIEnterprise integrationsConnects to Valcre Online Bid spreadsheetAssignment emailsClient recordsDeadlinesStaff assignmentsSales compsLease compsPropertiesExcel valuation modelsReport templatesOne person’s memoryNothing to remember
  • Bid spreadsheetValcre Online
  • Assignment emailsValcre Online
  • Client recordsValcre Online
  • DeadlinesValcre Online
  • Staff assignmentsValcre Online
  • Sales compsValcre Online
  • Lease compsValcre Online
  • PropertiesValcre Online
  • Excel valuation modelsValuation Workbook
  • Report templatesValuation Report
  • One person’s memoryNothing to remember
  • Valcre AssistFeeds the Valuation Report
  • Your other systemsValcre API

Valcre Online feeds the Valuation Workbook, which feeds the Valuation Report.

Hover or tab to any item to trace it. Your dedicated specialist moves your data over during your first 90 days.

The questions every firm asks before switching appraisal software

“Moving our data sounds like a project we don’t have time for.”

Data migration is included in every plan. A dedicated specialist moves your data over and stays with you for your first 90 days.

How migration works

“My team can’t learn a new system in the middle of a busy season.”

Onboarding is included, and live chat support runs 7 days a week with replies in under 2 minutes and 93%+ positive customer sentiment.

How Valcre Support works

“We’ll lose the way we build values and write reports.”

The Valuation Workbook runs in Excel and the Valuation Report builds your branded reports in Word, so your team keeps working in tools they already know.

How the platform fits together

“It’ll cost more than what we use now.”

Plans start at $167 per user per month. Run your firm’s own numbers before you decide.

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Firms of 1 to 3 appraisers

You’re the researcher, the writer and the business owner. Every hour spent re-typing data is an hour you can’t bill.

Your data lives in one place. Valcre Online keeps your firm’s data in one cloud database instead of folders and old files.

You don’t have to hire a researcher. Valcre Assist takes on front-end report prep on demand, for the weeks when you have more work than hours.

The plan follows the work. If you write narrative reports, you need Professional, which includes the Valuation Workbook and Report. Compare plans

One commercial appraisal at Cash Gill & Associates

Bar chart: a basic commercial appraisal takes about a week by the usual rule of thumb, and two to three days with Valcre. Rule of thumb About a week (30 hours) With Valcre 2 to 3 days
Source: Cash Gill, MAI, in his customer story. The lighter segment shows the range.

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The Valcre Online jobs dashboard after switching appraisal software, showing a firm's active appraisals and due dates
Every job, comp and client in Valcre Online.
With Valcre I can do one appraisal in two or three days, cutting at least a day, maybe two off of an appraisal.
Cash Gill, MAI
Cash Gill & Associates
1 seat
Read the story
Valcre has saved a tremendous amount of time, up to 30 – 40%, to produce a report.
Andy Ruffner, MAI
RSG Commercial
2 seats
Read the story
Clients want us to be quicker and leaner, and Valcre has allowed Kuwatch & Company to become that.
Brent Kuwatch, MAI
Kuwatch & Company
3 seats
Read the story

Firms of 4 to 10 appraisers

Past a few appraisers, the hard part isn’t any single report. It’s keeping everyone’s work consistent while you move years of data.

It took all of about two to three weeks for Valcre to get 13 years’ worth of data into their system.
Arthur SchwertzArthur Schwertz, MAI, ASA
Senior Managing Director
Mosaic Property Valuations
6 appraisers
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Graphic: 13 years of sales, lease comps and properties moved into Valcre in about two to three weeks. 13 years of records Moved in about 2 to 3 weeks
Sales, lease comps and properties at Mosaic Property Valuations. Source: Mosaic customer story.

One database for the whole team

Valcre Online gives everyone the same cloud database, so nothing lives on one person’s laptop.

The same standard from every appraiser

Workbooks built for each property type and specialty practice, plus branded Valuation Report templates.

Help when the pipeline backs up

Valcre Assist takes on front-end report prep on demand, without adding headcount.

Valcre just did an amazing job of putting people and resources in front of us.
Scott TewScott Tew, MAI
Executive Managing Director, Partner
Valtrust
Read the story
Bar chart: 60 days after switching to Valcre, Valtrust’s stronger technology users were at 90 percent or more confidence and intermediate users at 75 percent or more. Valtrust, 60 days after switching Stronger technology users 90%+ Intermediate users 75%+ 0%100% comfortable
Comfort with Valcre, as estimated by Scott Tew, MAI. Source: Valtrust customer story.

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Firms of more than 10 appraisers

In a large firm, not every team does the same work, so one setup doesn’t fit everyone. Templates, training and integrations are set up around how each of your teams works.

Example diagram: a hospitality group uses hospitality workbooks, a right-of-way group uses eminent domain templates, a tax group uses tax appeal templates, and the Valcre API connects Valcre to the firm’s other systems. Your teamsWhat each one works in Hospitality groupHospitality workbook and report Right-of-way groupEminent Domain / ROW templates Tax groupTax Appeals templates Your other systems Valcre API Valcre
Example setup. Your teams and templates are configured during implementation.
What your IT and operations teams will ask
TemplatesSpecialty templates for each team’s work, not one set for the whole firm.
TrainingBuilt around your workflows, with each session offered at several times.
IntegrationsAccess to the Valcre API on the Enterprise plan.
Data migrationIncluded, with a dedicated specialist for your first 90 days. The migration process
SecuritySOC 2 and ISO 27001 certified. Security details
SupportLive chat 7 days a week, replies in under 2 minutes.
Example week: the same training session offered on Tuesday, Wednesday and Thursday at different times. MonTueWedThuFri 9:00 AM PT12:00 PM PT3:00 PM PT
Example: one training session, offered three times so every team member can attend.
Valcre’s comprehensive platform has empowered Avison Young to drive efficiency, enhance collaboration, and fuel our expansion across the Americas.
Matthew McWatters, AACI, P.App
Avison Young
Read the story
Using Valcre has cut down the time it takes to appraise and write the appraisal of a property by 50 percent. Valcre is our best friend in the appraisal process.
Nora DerianNora Derian, MAI
Senior Director
Cogito Realty Partners

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Switching questions we hear on demos

Don’t see yours? We’ll answer it on a demo.

How long does switching appraisal software take?

It depends on how much data you have. Mosaic Property Valuations moved 13 years of sales, lease comps and properties in about two to three weeks.

Will our reports keep our branding?

Yes. Your fonts and colors are set up in your Valuation Report templates during implementation, so your first report out of Valcre looks like yours.

Is our data protected during the move?

Valcre is SOC 2 and ISO 27001 certified, and the same controls apply to your data during migration. See security details

Do we have to train everyone at the same time?

No. Enterprise training is built around your workflows, and each session is offered at several times so people can join when their calendar allows. Every plan also includes onboarding and live chat support 7 days a week.

Can Valcre connect to our other systems?

The Enterprise plan includes access to the Valcre API, so your team can connect Valcre to the systems you already use.

Is Valcre too much for a solo appraiser?

No. Independent appraisers and small firms use Valcre every day, and pricing is per user, so you pay for the seats you have.

See what switching would look like for your firm

On the demo, we’ll walk through migration, onboarding and pricing for a team your size.

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