In build, not released
Valuation partner portal Referrers order. You stay in charge.
Accountants, solicitors and brokers who send you work get a login to your client portal. They order a valuation or ask for a quote for a client, follow each job’s stage, and see the quote, the invoice and the report when you share them.
This is being built now and is not released yet. The screen comes from its development branch, shown with an invented firm.
What to look at
- Where the job is up to
- Who pays, on the job
- Two options from your quote
- Accepted by typed name
A real screen from the development branch, shown with an invented firm. Not released yet.
Order, follow, read.
From their own login to your client portal.
Order or ask for a quote
For a client, with the purpose and the date of value.
Follow each job
Its stage, from received to released.
See what you share
The quote, the invoice and the report, when you share them.
The people who send you work.
Accountants
Order SMSF and capital gains tax valuations for their clients, and follow each one to release.
Solicitors
Order family law and deceased estate valuations, and see the report once it is released and paid.
Brokers
Ask for a quote for a client and follow the job’s stage.
Your rules still apply.
Every email held for a person
Each message the partner flow would send waits on the partner’s page until someone reads it and presses Send.
Reports under the release rules
A report reaches a partner only once the job is released and paid, and the check runs again at download.
In your portal
Partners sign in to your client portal, in your logo and colours.
Straight answers.
Can we use the partner portal today?
Not yet. It is being built and is not released. The screen here comes from its development branch.
When will it be released?
We do not give dates for work in build. Ask us in the demo where it stands.
Will it cost extra?
Pricing is a conversation for now. Ask us in the demo.
Can a partner see a report early?
No: only once the job is released and paid. The rest of what a partner sees is being settled in build, so ask us before you invite one.
See it on a job like yours.
Tell us about your firm and we will show you Valufield on your kind of work, including what is released today and what is still in build. The form takes about a minute, and a person replies.
- We reply to arrange a time.
- We walk through the product on your kind of work.
- You decide, with no obligation.
Rather email? support@valufield.com.au