Linking Comparables to a Job & Creating a Set

This guide will walk you through linking comparables to a job and creating comparable sets.

Prerequisites 

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

Table of Contents

  1. Video Guide
  2. Written Guide
    1. Creating a Comparable Set
    2. Adding a Comparable to an Existing Job or Set

Video Guide

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 step-by-step directions.


Written Guide

Creating a Comparable Set

  • Note: Expense comparables are used as an example in the images, but these steps apply to all comparable types, including Sales, Lease, Expense, and Survey comps. 

Step 1: Select the preferred comp type tab from the left-hand menu, search for the applicable transaction(s) to include in a set, and select Open.

  • Learn more tip and tricks for navigating our Search Grid

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 expense/sales/lease/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 a Comparable to an Existing Job or Set

Step 1: Locate the preferred comparable 

Select the preferred comp type tab from the left-hand menu, search for the applicable transaction(s) to include in a set, and select Open.


Step 2
: Select the clipboard+ icon from the top menu


Step 3:
Search for the job you wish to add the Comparable to and select Next


Step 4:

  • Add to a set: Select the set (if applicable) to add the comparable and select Add to Job + Set.


  • Add to job (without a set):  Select Add to Job to add the comparable without a set.

 

Continue Learning about Valcre Online with our next suggested guide: Importing Third-Party Sale Comparables.

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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