in less time,
with less work.
This features guide will walk you through the key functionalities of Valcre, showcasing how it streamlines processes, enhances collaboration, maximizes efficiency and is trusted by more than 250 leading appraisal organizations worldwide as the gold standard for appraisers.
Valcre’s dashboard serves as the main screen of the database, providing a comprehensive and high-level overview of your firm’s activities. It enables quick navigation to all the essential tools and features you need to succeed in the platform.
Appraiser staff tracking
- Explore all open jobs color-coordinated by appraiser
- Monitor job progress and view key information
- Ensure transparency and efficiency in your operations
- Track due dates to stay on top of deadlines and deliver timely results to clients
- Stay informed and in control of your office’s financial health
- Generate billing reports to assess each appraiser’s contribution and performance
- Optimize resource allocation
- See the distribution of your staff’s workload
- Optimize travel routes for inspections to minimize downtime
- Monitor and analyze KPIs to track progress and encourage continuous improvement for your team
- Employ a centralized hub for all departments of your operation
- Promote accountability and task management
- Access a full view of your entire office
- Create new jobs and assign tasks to team members
- Add contact information for key stakeholders to streamlined communication
Valcre’s cloud database empowers you with efficient data management, extensive integrations, and powerful tools to enhance your property research and make informed decisions effortlessly.
- Access your job assignments, contacts, property, and comparable records securely from anywhere
- Track current assignments and access and enrich your valuable Job, Property, Comp, and Expense data sets within a single, easy-to-navigate system
- Keep your data up to date for accurate and reliable information
- Create complete sale, lease, unit mix surveys, and income/expense comparables with ease
- Utilize robust search and mapping functionality for quick and efficient data retrieval
- Synchronize templates with the online database for seamless data entry and report generation
Automatic data integrations
- Access 150+ million public property records at your fingertips with our data integrations
- Instantly retrieve parcel information, recent tax data, building details, and sale information to elevate your decision-making process
- Benefit from automated integrations that offer data integration with your database at no additional fee
- Easily import your property and sales data to streamline your workflow
- Efficiently handle and organize appraisal data with Valcre’s integrated data management capabilities
- Utilize advanced data search, visualization, and workflow features to optimize your data management
- Conduct hassle-free import, organization, and analysis of property data with robust data management capabilities
- Swiftly identify and extract relevant information for accelerated data analysis
Job and property records
- Get a comprehensive view of each appraisal project with detailed job records
- Access property photos, maps, general property information, fee tracking, bid information, staff assignments, permissions, comments, and custom fields
- Unlock endless opportunities for expansion and additional relevant information
- Manage comparables with ease using the dedicated “Comps” section
- Group comps into sets to simplify the process
- Upload files, integrate with Argus or Rockport VAL, and export documents with just one click for seamless property management
Property insights and mapping
- Integrate mapping functionality into Valcre’s dashboard for visualizing property insights and market trends
- Deepen understanding of the appraisal landscape and make informed decisions based on visual insights
- Utilize mapping functionality to visually represent property insights and identify geographic distribution
- Strengthen analysis and decision-making by visually identifying trends, patterns, and market dynamics
- Add an extra layer of context and understanding to appraisal data with mapping functionality
Bulk Import and DCF Tools
- Bulk import new properties to save time and effort in updating your database
- Utilize Valcre’s primary mapping tool, powered by Google Maps, for enhanced visualization
- Integrate with Rockport VAL for advanced Discounted Cash Flow (DCF) analysis
- Seamlessly upload ARGUS Enterprise files for DCF analysis
Employment, Demographics, and Market Analysis
- Import data from multiple sources to enrich valuations in Valcre’s valuation workbooks
- Benefit from multiple integrations with government and public data sources for key employment data at no additional charge
- Set base adjustments, and your comparables will be adjusted automatically for efficient analysis
- Customize any of the adjustments according to your preferences
- Benefit from multiple comparable modules, making the platform flexible for each appraisal assignment’s needs
- Customize the database to meet your specific business needs
- Custom fields can be added to forms and will flow to reporting and mobile
- Custom fields support calculations, including over 400 advanced functions
Word and Excel Templates
These templates provide appraisers with all the necessary components to work together harmoniously within Valcre, ensuring the creation of consistent and accurate reports.
- Valcre’s automated commercial real estate appraisal process is fully standardized to increase efficiency and eliminate administrative headaches.
- Arm appraisers with the ability to generate sleek, engaging reports and presentations with ease using USPAP compliant Word and Excel templates.
- Access templates encompassing 16 diverse property types.
- Benefit from templates suitable for office buildings, warehouses, farms, and more, ensuring a versatile solution for varied appraisal assignments.
- Accommodate various property types, including retail, office, multifamily, and specialty properties.
- Adjust models promptly for specialized assignments, ensuring accuracy in handling unique property characteristics and situations
Unlock access to a myriad of valuation scenarios, ranging from standard to complex, through the automated template creation process and standard approaches:
- Sales comparison approach: For both land and improved properties. Allows for simple or robust presentations and is further enhanced for integration with various multiplier methods commonly used such as a PGRM, EGRM or a GRM Analysis. Additional integrations include modules for an EBITDA analysis and Linear Regression.
- Cost approach (simple or complex): Comes complete with an Insurable Value section. Other components integrated within the approach include Replacement Cost New, Cost Comparables, Developer Comparisons, FF&E Analysis, Age/Life calculations for depreciation, modules for various forms of obsolescence, as well as a section dedicated to horizonal or vertical site improvements.
- Income approach: Features both the Direct Capitalization and the Discounted Cash Flow methods. This approach can cater to a simple, single revenue stream presentation or support complex, multitenant, mixed-use scenarios which support the use of multiple comparable sets, rent rolls, expense comparables, cap rate comparables, automated real-time interface with various published rate indices, debt analysis and various rate of return analyses. The template system also allows for integration with multiple third-party cash flow software providers, all while allowing flexibility in reporting relative to multiple value conclusions.
Valcre’s automated template creating process aids in the consistent production of accurate reporting that meets or exceeds industry standards.
Incorporate visual aids
- Present complex data with clarity and conciseness
- Support the display of market trends, financial analysis, and property comparisons
- Easily incorporate charts, graphs, and tables into appraisal reports
- Visual elements boost report readability and impact
- Templates synchronize with our online database ensuring you only enter data once
- Benefit from custom-branded Word and Excel templates with numerous data integrations, automated adjustments, one-click mapping, and multiple comparable modules, providing the utmost flexibility and efficiency
Rapid report generation
- Professional appraisal reports with minimal effort
- Plug-and-play tools for polished report generation
- Automated report templates for expedited creation
- Database integration with flawless data synchronization
- Ensured quality without sacrificing speed
- Quick turnaround times for single-property reports or portfolio analyses
- Start with one of our report templates and then make it your own
- Utilize standard Microsoft Word documents, giving you full control over style and narrative
- Sync thousands of data points from Excel to the Word document in seconds
- Create custom data points or tables that sync with the report templates easily and quickly.
- Utilize extensive client-specific data and analysis configurations
- Utilize standard Microsoft Word documents for complete control over style and narrative in your reports.
- Integrate data from Excel to Word documents, simplifying the report generation process
Personalize report content
- Deliver comprehensive and detailed reports that exceed client expectations
- Customize the layout, formatting, and appearance of your reports
- Tailor reports to match your branding or specific client requirements
- Choose from a range of formatting options, including font styles, colors, headers, footers, and page numbering
- Easily incorporate and edit text to reflect unique aspects of each appraisal
- Incorporate custom sections to elevate report structure
- Highlight key findings and insights for emphasis
- Create polished and professional reports with ease
The Valcre Mobile App extends Valcre’s power beyond your desktop. Our mobile app works alongside the Valcre platform to help you complete inspections from any device, offering unmatched functionality like effortless picture uploads and reduced data entry time.
Accessibility and flexibility
- Access your data securely from any device with an internet connection
- View your dashboard with active jobs and nearby properties
- Receive job alerts to keep you updated on engagements and clients
- Facilitate smooth collaboration among team members and stakeholders
- Utilize interactive comment sections, task assignments, and real-time updates to enhance teamwork effectiveness
- Complete inspections and reduce time spent on manual data entry
- View and edit jobs or contacts in the field
- Upload photos, notes, and data, automatically integrating them into reports
- Ensure compatibility with all Android and Apple devices
- Utilize the voice-to-text feature to caption photos or collect inspection data
- Boost productivity and stay informed with no limitations
- Perform efficient data entry, property inspections, and collaboration from your mobile device
- Conduct seamless inspections with optimized mobile forms and checklists, ensuring no data loss during manual transfer
- Enrich subject property and comp data on-site for accurate details
- Share critical information, like PSAs, invoices, datasheets, or custom reports
- Stay connected and provide timely service to clients, even while away from your desk
We find that onboarding and continued learning are most effective when accompanied by self-help options and quick, direct access to our support team.
- Ease into our platform with an easy onboarding process
- Set the stage with an orienting kickoff meeting for your team
- Empower your team with expert training and enablement support
- Foster a positive and productive platform experience
- Ensure your success and satisfaction throughout your journey
- Access a wealth of resources and training for effective performance
- Access Valcre’s extensive Help Center for comprehensive onboarding and platform assistance
- Utilize Valcre’s extensive library of self-help videos for quick problem-solving
- Get back on track quickly with no interruptions
- Experience best-in-class support in real-time via live chat
- Get prompt and reliable support for technical questions, feature assistance, and best practices guidance
- Overcome hurdles and continue with appraisal work without interruption
- Experience rapid response times, typically within a minute, often within seconds
- Receive prompt resolution of platform-related queries
- Access Valcre Assist: A white-glove support service for comprehensive assistance
- Focus on delivering high-quality appraisals
- Increase capacity for taking on more clients and valuation projects
- Leverage expertise and resources for greater efficiency and productivity
- Receive expert guidance and support throughout the appraisal process
- Rely on a team of professionals available to assist with the front-end of the appraisal report, freeing up time to take on more work and expand
- Save time with a solution that allows you to focus on more valuable work
- Reclaim your valuable time and dedicate it to essential tasks and client interactions
To enhance your administrative processes and ensure a seamless workflow, our platform offers features that focus on invoicing and accounts receivable.
- Save time and ensure a painless and accurate billing process
- Manage invoices and accounts receivables within a single platform
- Create, track, and manage invoices efficiently
- Reduce the administrative burden on your team
- Stay on top of your financials, ensuring timely payments and improved cash flow
- Generate professional invoices for clients with just a few clicks
- Eliminate manual invoicing and reduce administrative tasks
- Connect with QuickBooks
- Easily upload your invoices
- Eliminate the need for manual data entry
Our commitment to the most rigorous standards of data security is unwavering, ensuring your confidential information is protected at the pinnacle of industry best practices.
ISO 27001 and SOC2 certifications
- Bypass challenges and costs with certifications already in place by choosing Valcre
- Takes care of the rigorous compliance process, allowing focus on core business operations
- Encrypts all data at rest and in transit (via tls/ssl) with tight access controls
- Chooses Microsoft Azure as our cloud provider for robust product offerings and security controls
- Utilize industry-wide standard protocols for IaC, observability, monitoring, and performance scaling
- Implement controls for backup & restore, redundancy failover, and disaster recovery
- Protects clients’ sensitive information with utmost care
- Safeguards client data with industry-leading security standards
- Regularly updates software to remain compliant with evolving security standards
Explore our Valcre packages section to discover the plan that best aligns with your requirements and growth objectives.
- Starter and Advanced levels: more database-centric
- Professional level: integrates the database with Excel and Word templates
- Integration with Excel and Word templates
- Advanced features and functionality
- Audit logging for heightened transparency
- Stronger security measures
- Portfolio roll-up capabilities
- Hospitality features (Enterprise)
- Comprehensive back-office tools
- Increased robustness and reliability
- Enterprise package: offers enhanced robustness
Please consult with our team to learn about features available in the tier you’re considering.
Valcre offers a powerful suite of features tailored to meet the needs of mid-market to enterprise clients in the real estate appraisal industry.
By optimizing processes, providing a centralized database, automating report generation, and offering user-friendly integrations, Valcre empowers your organization to save time, increase productivity, and achieve a better work-life balance.
Explore the various packages available and discover how Valcre can transform your real estate appraisal workflow.
Have a question ?
Call us at +1(800) 888-5882
or email us at www.valcre.com