In build, not released
Valuation report preparer role Staff prepare. Valuers sign.
A report preparer enters the facts and photos, picks comparable sales and runs the checker on the jobs assigned to them, then submits to the signing valuer, who returns it with comments or accepts it.
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 preparation is up to
- The signing valuer reviews the work
- Accept, or return with comments
- Every round on the record
A real screen from the development branch, shown with an invented firm. Not released yet.
Clear lines, in the software.
Accepting a preparation does not sign the report: the valuer still signs and releases it on the job.
Report preparer
Enters facts and photos, picks comparable sales and runs the checker on assigned jobs.
What a preparer cannot do
Sign, approve, release, send or change a fee.
Signing valuer
Confirms the facts, forms the opinion of value and writes the value, rates, adjustments, sales evidence and certificate.
Chased, by a person.
For the title, lease or contract a job is waiting on.
Put a job on hold
For a missing title, lease or contract. Business days are counted in your time zone.
Chasers drafted, not sent
The next chaser is drafted in your firm’s voice for a person to send. Sending without a person is a switch that starts off.
The signature stays put.
The opinion of value
The value, rates, adjustments, sales evidence and certificate are written by the signing valuer.
The signature
Only the signing valuer signs. Accepting a preparation is not signing.
Release, sending and fees
A preparer cannot release, send or change a fee, and the report still goes through the checker and peer review.
Straight answers.
Can we add a preparer today?
Not yet. The preparer role and chasers are being built and are not released. The screens here come from the development branch.
Does accepting a preparation sign the report?
No. The signing valuer still signs, and the report still goes through the checker, peer review and release.
Whose name is on the report?
The signing valuer’s. A preparer does not sign.
How do we supervise preparers?
How your firm supervises preparers stays with your professional obligations. In Valufield, every preparation is accepted or returned by the signing valuer, and every round is on the record.
Can a preparer do the inspection?
Capture on site is open to the person the inspection is booked with, or an admin. Ask us how that fits the way your preparers work.
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