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Valcre Online: Using Survey's

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Jen McGee
  Available on Plans Essentials Professional Enterprise

This guide will teach you how to create new Surveys, edit existing ones, and link Survey Comparable in Valcre Online. This is beneficial when you want to add a detailed unit mix to the property record instead of using the latest analysis or sale price to calculate the price per unit. 

  • Note: The blue-shaded fields are suggested to be populated, but no field is required. Once data enters a shaded field – the shading will change to white. The Primary Photo from the Property Record will show at the top of the page, and the location will be on a map.

Table of Contents

Prerequisites 

  1. Valcre Subscription: Essentials, Professional, Enterprise
    • Note: Comp Suggestions requires an AI add-on
  2. Existing Property Record

Adding New Survey Comparables

This video will guide you through creating a Survey comparable. Below, you will find the step-by-step directions. 

Step 1: Locate the relevant property record to attach the Survey comp to by selecting Properties from the left side menu and enter the search properties into the search bar.
Step 2: Select the property to add to the Survey Comparable by selecting Open.
Step 3: Select the Comps tab from the top menu

 
Step 4: Any comparables already added to this property will be located here. Select Add Survey to add new or additional Survey Comparables.

 

Step 5: Enter the relevant Survey information

  • Note: Property Units are populated from the information added to the Property Record in the Unit Count.  
Step 6 (optional):  Add Unit Mix data

Snag_60ad7b3.png Pro tips:

  • Add Unit Mix for as many different unit mix types present.
  • Ensure that the total units listed in this section match the Property Units listed above and in the Property Record.
  • When entering Vacant Units, the Occupancy field, in the General section will auto-calculate. You can also manually enter the Occupancy into that field. 

Step 7(optional): Enter Confirmation details

This section allows you to enter all contact information for the appraiser who confirmed this comparable.

Step 8 (optional): Add Files

Select the Files tab from the top menu.

There are two ways to attach any relevant documents regarding the Survey.

Option 1:  Select Add from the top menu, and then select Files and Photos. Finally, drag and drop the files/photos into the box or use Select Files to import from your computer.
Option 2: Select the Files tab from the top menu and then select Add Files. Finally, drag and drop the files/photos into the box or use Select Files to import from your computer.
Snag_60ad7b3.png Pro Tip: The starred photo will be the primary image and defaults to the first photo uploaded. To change it, drag your desired photo to the front of the list.

Step 9 (optional): Related Tab

Use the Related Tab to see what other jobs your Survey Comparable is related to.
Step 10 (optional): If you want to export your survey transaction, select the Export option from the top menu and select your export type.
This is now locatable in the Survey section of Valcre Online.

Updating Existing Survey Comparables

Step 1: In Valcre Online, select the Survey tab from the left-side menu and search for and open the Survey Comparable you want to update. 
Step 2: Make any edits required

Creating a Comparable Set

This video will guide you through linking your comparables to a specific job and creating sets of comparables within that job. Below, you will find the step-by-step directions. 

Add Comps using Comp Suggestions

Below the set, a list of AI generated comparables from your database will generate with a Similarity Score. 

These comparables are suggested for inclusion into your set; saving you search time and ensuring no comparable is left behind. Adding them is entirely your choice. 

  • Note: Comp Suggestions requires an AI add-on

Step 1: Adjust filter (if needed)

The filter's default setting includes Confirmed Comps, comps that match your Subject Property Type, and are within 0-3 miles. 

Edit or add additional filter options by selecting the filter icon at the top of the Comp Suggestion list.

Once you have set your preferred filters, select Apply.

Step 2: Add suggested comps

Select the + sign to add any comp to your set
Snag_60ad7b3.png Pro tip: Accidently added a comp you didn't mean to? Select the X next to the comp to remove it from the set.
Step 3: (optional) Reorder comps in the set by dragging and dropping them into the desired order. 
Learn more about Comp Suggestions with our guide. 

Manually Add Comps

Step 1: Select Survey from the left-hand menu, search for a Survey Comp to include in a set, and select Open.
Step 2: Select the clipboard+ icon to add this comparable to a Job.
Step 3: Search for and select the Job to which you wish to add this comparable and choose Next.
Step 4: Select Add survey to a new Set. Give the set a name to help identify it later, and select Add to Job+Set.
Snag_60ad7b3.png Pro Tip: After creating the set, you can add additional comps following steps 1-3. Instead of selecting New Set, select the existing set linked to the job and select Add to Job + Set. 

Add an Existing Survey Comparable to a Job or Set

Step 1: Locate the Survey Comparable 

Select Survey from the left side menu and use the search field to locate and open your Survey Comparable. 
Step 2: Select the clipboard+ icon from the top menu.
Step 3: Search for the job you wish to add the Survey Comparable to and select Next
Step 4: Add to an existing set: Select the set (if applicable) to add the survey comparable and select Add to Job + Set.
Continue Learning about Valcre Online with our next suggested guide: Importing third-party comparables.

 

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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