Say goodbye to duplicate entries and scattered property details! This step-by-step guide walks you through how to create and manage property records efficiently in Valcre Online. Learn how to input key information, link buildings and parcels, attach files and comps, and seamlessly sync data into your Valuation Workbook. With pro tips and new feature highlights, this guide ensures you're maximizing Valcre's capabilities for a more organized and streamlined workflow.
This video will demonstrate adding a new property within the Valcre app.
Please note that the platform has been updated since the formation of this video, the process and steps are the same, however the product may look slightly different.
How to Guide
When creating a property in Valcre Online, it's important to add key details such as location, qualitative comments, buildings, streets, traffic, and any associated images, files, or contacts. This guide will walk you through the process step by step.
Step 1: Select Create New and then select Property from the left side menu.
Step 2: Enter Property Details
Fill in the relevant property details.
This information will automatically transfer to your Valuation Workbook when you load a job with this property, eliminating the need for duplicate entries.
Pro Tips:
Some dropdowns allow multi-selection where applicable.
Fields with light blue shading are important but not required. As you type in them, the shading disappears.
Step 3: Enter the Street Address
Manually type the address or use the Get Property Data button for automatic retrieval.
Get Property Data Integration with Cherre
The Get Property Data feature in Valcre Online is powered by Cherre, which provides property data. While Cherre is an excellent data source, no data provider is flawless. During our evaluation of various data sources, Cherre stood out as the most accurate option. However, it’s always important to conduct due diligence and verify data accuracy.
If you encounter a data discrepancy, please contact Valcre Support for assistance and resolution.
Enter the first line of the address. A list of possible matches will appear.
Use the zoom in/out function on the map to verify the location. Adjust the pin if needed.
Select NEXT and choose which data points to include in the property record.
Click SAVE to store the geocode location and auto-fill the address and parcel details.
Property type-specific sections
Fill out the relevant sections based on the property type.
If a section is not needed, use the arrow to collapse it for a cleaner view.
Comments
Enter relevant comments and select applicable options.
Note: Only Comments (Private) are not synced into the Valuation Workbook.
Unit Counts (Multi-Family Properties Only)
This section allows you to add multiple unit counts for multi-family properties
Parcel Tab
This section allows you to view and manage parcels associated with the property.
Parcels retrieved via Get Property Data will appear here.
You can also manually add new parcels.
Add Parcels Manually
Step 1: Select Add Parcel
Step 2: Enter parcel details
Step 3: Add Assessment & Taxes information
Select Add Assessment Year and enter the corresponding data.
Note: Each parcel can have multiple years of assessments.
Buildings Tab
This tab allows you to add applicable buildings to the property.
Step 1: Select Add Building to include as many buildings as needed.
Step 2: Enter building details.
Step 3: Descriptions are only required for subject properties and will sync into the Valuation Workbook.
Pro Tip: Expand the map and switch to satellite view for a quick overview of the buildings on the property.
Street tab
This section allows you to add all relevant streets to your property.
Step 1: Select Add Street.
Step 2: Enter the applicable street details.
Pro Tip: Use the map in satellite view to quickly identify street details.
Comps Tab
This section is where you can add records of transactions associated with this property if you want to utilize this property as comparable for any job(s).
Photos Tab
Upload and manage photos for your property records. Add captions, favorite key images, and perform bulk actions from this tab.
Add Photos Select Add Photos from the top menu. Drag and drop files directly, or select Select Photos to browse your file finder.
Delete Photos
Single photo: Select the photo, then select the trash icon in the top menu. Alternatively, select the three dots menu on the photo and choose Delete.
Multiple photos: Select all photos you want to remove, then select the trash icon.
Favorite Photos
The properties Primary photo will be the first photo in the Favorited photos.
Favorited photos will show first on Valcre Mobile and in the Insert Files button in the Valcre Valuation Report.
Select one or more photos, then select the star icon in the top menu. Favorited photos appear under the Favorites toggle at the top of the screen.
To unfavorite, select the photo and deselect the star.
Set a Primary Image The first photo shown in the Favorites photos will be the primary image. Drag and drop any photo to the front to set it as the new Primage image.
Add or Edit Captions Hover over a photo and select Add Caption. Type your caption and select Save.
View Photo Details Double-click any photo to open it in full-screen view. The metadata panel shows capture date/time, direction, and a map of where the photo was taken. Use the arrow keys to navigate between photos.
Adjust Grid Thumbnail Size Select the photo icon in the top menu to cycle through three thumbnail size options.
Files Tab
This tab allows you to upload images and documents related to the property.
NEW: With the May 26th, 2026 Valcre Online release: Photo's are all migrated to their own tab within Properties: Photo's.
If you accidentally add a photo to in the Files tab, your photo will be automatically migrated to the Photos tab.
Step 1: Select Add Files and select or drag-and-drop your files.
Step 2: Select Upload and add relevant comments.
Related Tab
View contacts and jobs linked to this property.
Contacts
Step 1: Select Add Contact to link an existing contact from Valcre Online.
Step 2: If the contact is not in the system, select New Contact and follow the on-screen steps.
Jobs
This section lists all jobs that are linked to the property.
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