Do more on the go with Valcre Mobile. Valcre syncs data between the Online App and Mobile App, which means you can add all property details and photos using the mobile app while you are on-site instead of taking notes and entering them into Valcre Online when you get back to your office. 

 

In this guide, you will learn how to add a new Property both with and without Cherre data. 

 

Prerequisites 

1. Valid Valcre subscription
2. Download Valcre Mobile 

 

Table of Contents

• How-to Guide
  • Adding a Property with Cherre data
    • Adding additional Property details
  • Adding a Property without Cherre data
    • Adding Name and Location
    • Adding Photos
    • Adding Sale Information
    • Adding Lease Information
    • Adding Survey Information
    • Attaching Relevant Files
    • Share & Export

 

How-to Guide: 

 

Adding a Property with Cherre Data

Note: Cherre is currently only available for U.S. customers. For customers in other areas of the world, please use the directions in Adding a New Property Without Cherre Data.

 

Step 1: Log in to Valcre Mobile and navigate to the Nearby feature by selecting the three horizontal lines located in the top left corner. Select Nearby.

  

Step 2: Use the magnifying glass in the top right corner to search for your desired property, search for your desired property, and select View Details at the bottom right corner. 

• All available Cherre data will be displayed on the following screen.

Step 3: If you would like to add this property to your database, select Add Property

Pro tip: If the property already exists in Valcre Online., you will receive a warning message allowing you to save the parcel as a new property or add any new data to the existing property.  This will only add new data to the details; it will not override any data already entered about the property or parcel into Valcre Online at a previous time.  To update previously added data, you will need to manually override the current data using Valcre Online.

 

Add additional Property details and data.

 

Step 1: Navigate to Properties in the left side menu (Select the three horizontal lines in the top left corner), and select your property.

  

Step 2: Select the Property you wish to add additional information to

Step 3: Select View Property Details.

Step 4: Select the pencil icon in the bottom right corner.

Step 5: Enter additional property details. Toggle between the tabs at the top using the drop-down menu.

• General
  • Contains the property’s name and location
• Site
  • Contains Site details such as: 
    • Shape, Topography, Site Grade, Corner Details, and Investment Grade
• Improvements
  • Contains Improvement information such as:
    •  Parking details, landscaping, signage, and specific improvements for Industrial, Multi-family, and Self-storage
• Units
  • Contains and allows you to add additional unit details to the property, if applicable
• Parcels
  • Contains and allows you to add information about all applicable parcels
• Buildings
  • Contains all building details, such as Improvement details and Descriptions 
• Streets
  • Contains and allows you to enter details about the streets and traffic around the property
• Comments
  • Contains and allows you to add additional comments about the property. 

Follow the steps below to add photos, sales, lease, survey, additional files, and sharing/exporting. (Each section is linked for easy access) 

 

Adding Properties without Cherre Data

Adding Name and Location

 

Step 1: Log in to Valcre Mobile and select the three horizontal lines in the top left to access the menu. Select Properties.

 

• All properties already added to the database will be accessible here. 
• Sort by:
  • Name
  • Last opened by me (Default)
  • Distance

• Search for a specific existing property: Select the magnifying glass and begin typing the property name.

 

Step 2: Select the + button at the bottom right of the screen to add a New Property

Step 3: Enter all applicable property details. Toggle between the tabs at the top using the drop-down menu.

• General
  • Contains the property’s name and location
    • Note: Cherre data will not be available when adding a property this way in the Mobile App. Please use the Adding a Property with Cherre Data directions above if you are using Cherre. 
• Site
  • Contains and allows you to add Site details such as: 
    • Shape, Topography, Site Grade, Corner Details, and Investment Grade
• Improvements
  • Contains and allows you to add Improvement information such as:
    •  Parking details, landscaping, signage, and specific improvements for Industrial, Multi-family, and Self-storage
• Units
  • Contains and allows you to add additional unit details to the property, if applicable
• Parcels
  • Contains and allows you to add information about all applicable parcels
• Buildings
  • Contains and allows you to add all building details, such as Improvement details and Descriptions 
• Streets
  • Contains and allows you to enter details about the streets and traffic around the property
• Comments
  • Contains and allows you to add additional comments about the property. 

 

 

Adding Photos

Once the property record is created, you can now add photos. We recommend doing this using Valcre Mobile while you are on-site to create more efficiency in your day. 

 

Step 1:  Select the camera icon from the front page of the property.

 

Step 2: Select how you would prefer to add your photo(s)

Pro tip: When adding photos, do not select more than 50 photos. If you do select more than 50 photos, your app may freeze, or you may lose your photos if they are not already saved to your phone gallery.

 

Step 3: Take or select (if already saved in your photo gallery) your applicable photos and select Done to begin uploading your photos.

 

Step 4: Select when photos should be uploaded.

• Over any network (Data charges may apply)
• Over Wi-Fi only

Your photos will begin to upload to the property record. You may leave the app as long as it is still running in the background. 

• Switching between Apps on an iPhone
• Switching between Apps on an Android

Pro tip: In Valcre Mobile, Photos and Files attached to the Property Record are located on the top of the Property Record. Select the displayed photo or file to scroll through all loaded photos and files.

 

 

Adding Sale Information

If you would like to add Sale information from Valcre Mobile you may do so following the below steps, or you can add Sale information using Valcre Online when you are back at your office. 

 

Step 1: Select the three vertical dots in the top right corner.

Step 2: Select Add Sale.

Step 3: Add Sale details and select Save

Pro tip: The three vertical dots located next to save allow you to attach files, share & export, or connect with help

 

Adding Lease Information

If you would like to add Lease information from Valcre Mobile, you may do so following the below steps, or you can add Lease information using Valcre Online when you are back at your office. 

 

Step 1: Select the three vertical dots in the top right corner.

Step 2: Select Add Lease.

Step 3: Add Lease details and select Save

Pro tip: The three vertical dots located next to save allow you to attach files, share & export, or connect with help

 

Adding Survey Information

If you would like to add Survey information from Valcre Mobile you may do so following the below steps, or you can add Survey information using Valcre Online when you are back at your office. 

 

Step 1: Select the three vertical dots in the top right corner.

Step 2: Select Add Survey.

Step 3: Add Survey details; there are two survey tabs: General and Units, toggle between the two using the drop-down menu at the top of the screen.

 

 

Step 4: Select Save

Pro tip: The three vertical dots located next to save allow you to attach files, share & export, or connect with help

 

Attaching Relevant Files

If you would like to add Relevant Files from Valcre Mobile, you may do so following the below steps, or you can add Relevant Files information using Valcre Online when you are back at your office. 

 

Step 1: Select the three vertical dots in the top right corner.

Step 2: Select Attach file.

Step 3:Select the files you wish to add. It will automatically add this file to the property record. 

Pro tip: In Valcre Mobile, Photos and Files attached to the Property Record are located on the top of the Property Record. Select the displayed photo or file to scroll through all loaded photos and files.

Share & Export

Share & Export allows you to select which sections of the property record you wish to export via download or share. 

 

Step 1: Select the three vertical dots in the top right corner.

Step 2: Select what you would like to export or share (via download)

Step 3: Select Share or Download.

Continue Learning about Valcre Mobile with our next suggested guide: Valcre Mobile: Adding Parcels.

 

For additional questions about adding properties to Valcre Mobile, please contact Valcre Support using the live chat feature in Valcre Online or Valcre Mobile.