Resources
Samples, templates and a guide to private work
Six free downloads for valuation firms: sample documents to compare with your own, templates to adapt, and a practical guide to winning solicitor, accountant and private work.
Samples and templates, not valuations or legal advice. Every firm, person and property in them is fictional.
Sample
Sample fee quote
Scope, fee with GST, terms in brief and a signature block, plus how a client accepts online.
PDF, 4 pages, 1.2 MB
Download PDF
Sample
Sample tax invoice
A balance invoice with the ABN, the GST component, the signed quote it follows and two ways to pay.
PDF, 3 pages, 0.7 MB
Download PDF
Sample
Sample valuation report
An original short-form residential layout, with three comparable sales and a certification placeholder.
PDF, 6 pages, 1.7 MB
Download PDF
Template
Terms of engagement template
Editable wording for scope, reliance, fees, liability, privacy and complaints, for your adviser to review.
PDF, 5 pages, 1.3 MB
Download PDF
Template
Fee schedule template
Common valuation types, from residential short form to stamp duty, with placeholder fees and turnaround.
PDF, 3 pages, 0.7 MB
Download PDF
Guide
The private-work playbook
A practical guide to winning solicitor, accountant and private work, with every number sourced.
PDF, 9 pages, 2.3 MB
Download PDF
About these downloads
- The firm in them, Harbourline Valuers, is fictional, and so are its people, clients, properties and figures.
- The layouts are our own. None copies an institute’s form or another firm’s document.
- Templates are starting points. Your lawyer and your professional indemnity insurer should review them before you use them.
- The playbook cites each number to a published source, listed on its last page.
Make your next referral easy to say yes to.
Book a demo and we will go through your firm: your jobs, your fee list and how a quote gets signed.