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Guides for running a valuation practice

Practical notes for principals and office managers on the work around the valuation report: winning private work, agreeing fees, getting paid and keeping clients informed.

Posts about Practice software

  • Practice software

    Valufield and ValuePRO: how they work together

    ValuePRO is built around the valuation report. Valufield runs the practice and now the job itself. How a firm can use both, where each one's job starts and stops, and what to expect today.

    6 min read

  • Clients and referrers, Practice software

    A CRM for valuers: what to track and why

    A valuation firm's best clients are the solicitors, accountants and brokers who refer work. What a valuer's client record should hold, what to measure, and how to keep in touch lawfully.

    6 min read

  • Data and security, Practice software

    Your data in Australia: what to ask any software vendor

    Valuation files hold personal and financial details. The questions to put to any software vendor about where data lives and who can see it, and our own answers, overseas providers included.

    6 min read

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