1. Valcre Online Support
  2. Valcre Online
  3. Properties & Comparables

Valcre Online: Using Survey's

Avatar
Jen McGee

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.

 

Pre-Requisites 

  1. Subscription Tier: Any valid Valcre subscription
  2. Existing Property Record



Table of Contents

 

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:  Add Unit Mix Data

Pro tips:

  • Add Mix for as many different unit mix types present. Select Save to save the unit mix.
  • Please 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. 
  • Select Save to save the unit mix.

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

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.

 

Pro Tip: The file/photo that is starred will be the primary photo. 

 

Step 9 (optional): Related Tab

Use the Related Tab to see what other jobs your Survey Comparable is related to.

Step 10 (optional): Export As: If you want to export your Survey, select the Export option from the top menu and select your export file. 


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. 

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 New Set. Give the set a name to help identify it later, and select the Set type. Finally, select Add to Job+Set. 

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: Select the Set (if applicable) to add the Survey Comparable to or select Add Job to add the comparable without a set. 

 

Continue Learning about Valcre Online with our next suggested guide: Importing third-party comparables.

 

For additional questions about creating a survey, please contact Valcre Support using Valcre Online or Valcre Mobile.

Articles in this section

See more
Was this article helpful?
0 out of 0 found this helpful