Jumpstart your Valcre Experience: Training Workshops for Success
Jen McGee
Welcome to Valcre Training!
We’re excited to guide you through our interactive workshops designed to help you unlock the full potential of your new valuation software. These sessions will ensure you get up to speed quickly—without overwhelming you with too much information at once. Whether you’re new to Valcre or looking to refine your skills, we’ve got you covered.
You’re welcome to join any session, as many times as you’d like—there’s no limit! We encourage you to attend your first round to set a solid foundation, but feel free to come back anytime for more learning.
Basic Training
Session 1:
Database Basics
In this session, you’ll learn how to upload properties, jobs, and comparable data into our cloud-based system. This will enable you to seamlessly pull that data into Workbook and report templates for efficient report creation.
Session 2:
Excel Excellence
Building on what you’ve learned in the Database Basics session, this workshop focuses on exporting your data into the Valuation Workbook. You’ll discover how to customize the templates with your specific data and explore the common questions we get to make sure you’re set up for success.
Session 3:
Word Warriors
Take your skills to the next level by transferring your Excel data into Word for report creation. This session will cover the basics of data export, adding additional files, and ensuring your final report is polished and client-ready.
Session 4:
Income Approach: Commercial Direct Cap
In this session, we’ll dive into setting up a Commercial Direct Cap for your Income Approach using the Valcre workbook. You’ll learn how to set up your Rent Roll, import lease comps for Market Rent analysis, and explore the key worksheets that will drive your income approach.
Note: Attendance at the Excel Excellence session is required before scheduling this workshop.
Session 5:
Income Approach: Multi-Family Direct Cap
In this session we will guide you through setting up up a Multi-Family Direct Cap for your Income Approach using the Valcre workbook. You’ll learn how to set up your Unit Mix, import survey comps for Market Rent analysis, and explore the key worksheets that will drive your income approach.
Note: Attendance at the Excel Excellence session is required before scheduling this workshop.
Continued Valcre Education
Additional recurring webinars
Our continuing-education webinars let you dig deeper into the product and emerge a true Valcre expert
Custom Reports Training
Create ready to use reports generated using your own Valcre Online data by learning to build Custom Reports. This session will cover the basics of creating your own custom reports that can be exported from Valcre Online, or inserted directly into your reports, allowing you to automate more of your workflow.
Your Valcre learning journey doesn’t end after the workshops!
Stay tuned for new materials that will help you expand your skills and make the most of Valcre.
Additional Questions? Valcre Support is ready to help with all your Valcre product questions! You can connect to us via phone, email, or chat!
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