Valcre Product and Subscription Overview 

 

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Welcome to Valcre! We are thrilled to partner with you to drive more efficiency and accuracy in your valuations. This overview guide will get you started on the basics of Valcre.

Table of Contents

Valcre Products

Valcre offers a suite of products to enable you to complete detailed and thorough valuations for various assets. 

Valcre Database

Valcre Online:

 

Valcre’s secure cloud database is accessible through your computer browser. Our robust database allows you to track current assignments and access your extensive data sets - preserving all tasks, communications, reporting, and presentations within a single, easy-to-navigate system.

Access the online app: App.valcre.com.

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Note: We will send you an e-mail from Valcre once your account has been created, prompting you to log in and set your password. 

 

Valcre Mobile

Our mobile app, Valcre Mobile, allows you to have your office in the palm of your hand. This tool is the perfect partner for Valcre Online! Valcre Mobile accesses your cloud database from anywhere to allow you to create, edit, and view job and property records, view nearby parcels, add photos and files, and more from your mobile device. 

 

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Your login for Valcre Mobile and the Online App are the same, and the information will sync between both data sources. 

 

Valcre Office

The perfect addition to your Microsoft Office suite. Valcre Office includes our Valuation Workbook and our Report Template that is USPAP and CUSPAP compliant to enable you to generate engaging reports and presentations. 

Note: Valcre Office is only available for Professional and Enterprise Subscription levels

 

Learn more about the Valcre feature here

Subscription Details

Valcre offers four Subscription levels - Learn more about yours below.

Starter

This tier includes:

  • Property and comps database
  • Standard datasheets
  • Mobile app: Valcre Mobile
  • Public data for 150m+ properties
  • Import from multiple data sources
  • Help center and product support

Advanced

This tier includes:

  • Everything in Starter plus:
  • Job and billing workflows
  • Customizable datasheets and reports
  • Automated invoices and PSAs
  • Eval and Restricted reports
  • Custom fields
  • Migration of current data
  • Product support with live chat, phone, and email
  • QuickBooks export
  • Standard onboarding

Professional

This tier includes: 

  • Everything in Advanced plus:
  • Customizable USPAP templates
  • DCF with Rockport and Argus
  • Advanced reporting and analytics
  • Multi-level permissions
  • 3 months of audit logging
  • Tailored onboarding of reports and templates
  • Custom data importers.

Enterprise

This tier includes:

  • Everything in Professional plus:
  • Speciality USPAP templates
  • Enterprise-grade security and governance
  • Single sign-on (SSO)
  • 6 months of audit logging for all users
  • Enhanced support with SLAs
  • Premium office management and billing reports
  • API integrations
  • Premium onboarding

How do I upgrade my subscription tier?

  • If you are ready for an upgrade or want to discuss whether an upgrade suits your firm and goals, please contact your Client Success Manager. If you are unsure who your dedicated Client Success Manager is, please contact support, and we will ensure the best person connects with you directly.  

Ongoing Product Support

Connect with Support Agents via Live chat in Valcre Online and Valcre Mobile. This is the best way to contact support and ensure you get fast answers to your questions. We respond seven days a week and within minutes between 9 am and 7 pm Central, even during US public holidays.

Use the Live Chat to: 

  • Ask questions
  • Share documents
  • Live screen share
  • Get back on track!

Accessing Chat in the Online App

Select the Support icon in the top right corner near your profile. 

 

Accessing Chat in Valcre Mobile

Select the three horizontal lines in the top left corner of the app, followed by Help & Feedback at the bottom of the screen. This will take you to Valcre’s Help Center. You can chat with a support agent by selecting the chat icon in the bottom right. 

 

If you prefer email to connect with support, please email support@valcre.com. Valcre’s standard response time to a support email is within 24 business hours. 

 

Ready to dive in? We set learning paths based on what is available in your subscription that takes you from setting up your account to completing a job. Select the link below to access today.

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