Creating a Property

Jen McGee

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.

Prerequisites:

Subscription: Advanced, Professional, Enterprise

Video
How to Guide

Video

This video will demonstrate adding a new property within the Valcre app.

Please note this video uses a slightly older version of Valcre Online. The steps and processes are the same, however, the view may vary slightly.

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 both Cherre and 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 tab has been added with the newest update to Valcre Online.

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.

Steps to Add Buildings

Select Add Building to include as many buildings as needed.
Enter building details.
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.

Steps to Add Streets

Select Add Street.
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).

Files Tab

This tab allows you to upload images and documents related to the property.

Steps to Add Files

Select Add Files and select or drag-and-drop your files.
Select Upload and add relevant comments.
Set a primary image (denoted by a star) for reports and datasheets. By default the first image uploaded will be set as the primary image.
- Select the star on your preferred image or drag it to the first position.
(Optional) To delete an image, use the delete button on the thumbnail or in the image list.