Residential property valuation software
Capture residential property valuations on an iPad that keeps working with no signal, then produce the valuation report from your own Word template — with the prose drafted against your own standards library.
Built for banks running teams of roughly 3–50 inspectors.
The loop you are running today
A valuation report is the product in the purest sense — the inspection exists only to support it, and the lender or revenue office reads the document, never the field notes. Format compliance is not cosmetic here; a report that departs from the required structure gets returned.
The tell is simple: you are running a forms app plus Word plus a spreadsheet plus email, and re-typing the same findings into all four to get one valuation report out the door.
How the valuation report gets built
Capture it once, offline
Your firm builds the residential property valuation form in-app — 25 field types, nesting repeatable groups, compound AND/OR visibility rules, reusable modules and calculated fields. Field capture works with no signal: jobs, forms, photos, notes and audio all queue in an idempotent outbox that only clears once the server confirms receipt.
Link it to your the subject property and its improvements
Enter the subject property and its improvements once, as a register. Every one of your comparable sales and adjustment lines then points at a stored row rather than a name somebody typed — and the links survive a disconnected device.
Render your own template
The valuation report renders into the Word template you already use — your letterhead, your section order, your clause library — with conditionals, loops over repeats, composable sub-templates and photo grids.
Drafted against your standards, not a generic model
You upload your own reference library — PDF, Word, Excel, CSV — and it is indexed for retrieval. A {{ai: …}} marker placed inside your Word template runs Claude at render time and drops the drafted prose into that exact spot, and {{ai:@space …}} narrows that one paragraph to one named tier of your library.
Where two sources conflict, the retrieved passages are labelled with their authority and the model is instructed to follow the higher one and state what it overrode. A document you mark superseded is excluded outright.
What a valuation firm typically loads
- API Professional Practice Standards and guidance notes
- International Valuation Standards (IVS)
- Lender panel instructions and report format requirements
- ATO guidance relevant to depreciation and effective life
- Your own comparable-selection and adjustment methodology
The valuation report gets reviewed before it leaves
You write the review framework: a checklist of what a valuation report must contain, plus the prose standards you would mark a junior against. Link it to a report template and it runs on its own every time that template renders.
Each finding comes back with a severity — info, minor or major — the sentence at fault, and the evidence that contradicts it. A person accepts or dismisses every one, and that decision is kept against the report rather than lost in a reply-all.
The framework can also be grounded in a named tier of your standards library, so a finding can be raised against your methodology rather than against a general sense of what a good report looks like.
Checks a valuation framework usually carries
- Every section the panel instruction requires appears, in the required order
- Each adjustment traces to a comparable that is listed in the evidence
- The reconciliation supports the figure actually adopted
- Instruction basis, assumptions and disclaimers are stated in full
The check a document-AI tool cannot run
Every tool in this space reads the finished document. We also hold the structured submission the document was generated from, so the review is a comparison rather than a proofread: The report describes a four-bedroom dwelling; the inspection form recorded three.
That is a contradiction between the report and the field data — invisible to anything reading the valuation report on its own, and the class of error that comes back from a client.
The same screen reviews documents produced anywhere else — a subcontractor’s report, a draft from your old system — uploaded as PDF, Word, HTML or text. On that path there is no submission to compare against, so it is your checklist and your standards only.
Enter your the subject property and its improvements once
Every field app can do repeating sections. Almost none can do links between repeating rows — many-to-many, with stable row identity, on a device with no signal.
Comparables are entered once as a register and referenced by every adjustment table that uses them, so the sales evidence section and the reconciliation cannot drift apart between drafts.
It is also what makes the work answerable afterwards. Once the relationships are stored rather than described in prose, a question across every job you have ever done is a query against a spreadsheet-style grid, not a re-read of forty valuation reports.
What this is not
Worth knowing before you book a demo, so neither of us wastes the half hour.
- Not field-service dispatch. No timesheets, no parts, no inventory. Scheduling exists to get an inspector to a site.
- No signature capture. If your deliverable has to carry a signed sign-off on the artefact itself, this is not the tool yet.
- iOS only. There is no Android app.
- Field capture is what works offline — jobs, forms, photos, notes and audio. Reports, chat, scheduling and the inbox need a connection.
- No client portal. Reports go out as a file or a password-protected link.
Other valuation work we cover
- Tax depreciation inspectionsDepreciation schedule
- Antique and collectable appraisalsAppraisal report
- Business asset valuationsAsset valuation report
- Commercial property valuationsCommercial valuation report
- Construction cost to completeCost to complete report
- Plant and equipment valuationsP&E valuation report
- Quantity surveying progress claimsProgress claim report
- Rural property valuationsRural valuation report
Other disciplines
Rebuild your valuation report in SurveyThanks
Bring the Word template you already send clients. If you are coming off another field-forms tool, a filled report can be uploaded, read field by field, and re-rendered into your template.