Ordering Front-End Reports from Valcre Assist

 

Table of Contents

How to Submit a Request

What to Expect

Prerequisites

  • Valcre Assist is only for current Valcre customers

How to Submit a Request

1 Submit Assist Inquiry Complete the inquiry form for information on pricing and packaging before submitting your request. The Valcre Assist Research Manager will connect with you about pricing. Once ready, proceed to the following steps. 
2 Submit Documentation

Email your engagement letter and/or job details as an attachment to the Valcre Assist Research Manager. 

  • Multiple jobs can be included in a single email.
3 Job Records Valcre Online Job and Property Records will be created on your behalf by default. If you already have an existing job record, include the corresponding job number so work can be started and completed against it.
4 Special Instructions Include any specific directions or circumstances in the body of the email, such as using data from a previous appraisal or using a survey for land and improvement sizes rather than public data.
5 Due Date Specify your expected turnaround time or due date in the email.
Optional Due Diligence Documents Supporting documents such as previous appraisals, surveys, tax bills, and rent rolls are welcome as attachments, but are not required.

What to Expect

Request Confirmation During regular business hours (9:00 AM – 6:30 PM EST), you will receive confirmation of your request along with a turnaround time estimate within two hours of submission.
Completion Notification You will be notified by email when your report(s) are ready.
Where to Find Your Deliverables

 Completed front-end documents are saved in two locations within Valcre Online:

  • Job Record: The prepped Workbook and Report templates, along with Valcre Assist's job summary, are saved under the Files tab of the corresponding job record.
  • Property Record: Supporting work files containing corroborating documents (e.g., tax bills, property record cards, maps) are saved under the Files tab of the linked property record(s).


 

Learn more about Valcre Assist

 
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