Contract Management

Valuemate provides for the management of customer contracts allowing you to define the fee to be charged, the report template to be used and the required turnaround time. Contracts can be attached directly to a customer or allocated via customer groups thereby reducing the number of contracts you need to manage. Contract terms can be changed ahead of time using commencement and cut-off dates with Valuemate automatically detecting the new contract terms then the contract changeover date arrives.

Valuemate's Contracts Module eliminates the need for staff to remember or manually reference customer charging tables by pre-populating the fee table, report template and due date automatically when you enter a new job.

Report Generation

Valuemate's report generation engine provides for the creation of custom valuation reports that can display any information you care to define. Valuemate provides for the definition of property characteristics which allow you to define any number and type of information you desire. Within Microsoft Word you then create a document template and insert bookmarks for each of the characteristics you wish to display. Bookmarks can include text, selection lists, check boxes, dates and photographs.

Valuemate also knows, via the defined workflow, if the document is finalised or not and automatically prints a "Draft" watermark on your incomplete reports.

Report writer

Valuemate provides an end-user reporting framework which is simple yet powerful enough to generate management reports that can instantly highlight operational trends.

Workflow Engine

Valuemate includes a powerful workflow engine which allows you to define each individual task that need to be completed through the valuation lifecycle. The workflow process can be customised to meet your individual work processes.

The workflow engine tracks each stage of the valuation process and captures a detailed audit trail of who worked on the job and how long each step takes. Job tracking also automatically highlights jobs that are past due.

Property Database

At its heart Valuemate possesses a powerful property database that provides an information hub for all property activities that you record. Over time, Valuemate builds a detailed trail of every interaction you have with every property be it a valuation, sale or rental transaction.

Valuemate's address and real property description parsers automatically interpret the information you key in and stores individual property identifiers for future reference. Using an intelligent matching process Valuemate can even detect if a property already exists in the database and prompt you. This process ensures your Valuers are aware of any previous valuation or sale activity that has occurred on the property.

Integrated Sales Database

Valuemate maintains a database of all your sales data allowing you to find and re-use sales records across multiple valuations without the need to rekey any information.

Integrated Invoicing

Valuemate can automatically generate invoices for your valuations. Job Invoices can be consolidated as line items on a single invoice for a customer for a defined period of time. Valuemate will automatically manage the consolidation process based on the defined customer billing configuration.

Configurable Security

The Valuemate platform contains a powerful role-based security model which allows for the assignment of system-based functions to groups of users. Valuemate's security platform provides for the creation of new roles allowing you to divide work-activities as you see fit.

Interface for Tablet PC

The Valuemate application can be integrated to the Valuemate Tablet PC edition providing for the e-mailing of electronic inspection report forms directly to the Valuer's Tablet PC. Additionally, Valuemate will automatically load the returned data from the inspection form when the Valuer completes and submits the form.

Contract Management

Valuemate provides for the management of customer contracts allowing you to define the fee to be charged, the report template to be used and the required turnaround time. Contracts can be attached directly to a customer or allocated via customer groups thereby reducing the number of contracts you need to manage. Contract terms can be changed ahead of time using commencement and cut-off dates with Valuemate automatically detecting the new contract terms then the contract changeover date arrives.

Valuemate's Contracts Module eliminates the need for staff to remember or manually reference customer charging tables by pre-populating the fee table, report template and due date automatically when you enter a new job.

Report Generation

Valuemate's report generation engine provides for the creation of custom valuation reports that can display any information you care to define. Valuemate provides for the definition of property characteristics which allow you to define any number and type of information you desire. Within Microsoft Word you then create a document template and insert bookmarks for each of the characteristics you wish to display. Bookmarks can include text, selection lists, check boxes, dates and photographs.

Valuemate also knows, via the defined workflow, if the document is finalised or not and automatically prints a "Draft" watermark on your incomplete reports.

Report writer

Valuemate provides an end-user reporting framework which is simple yet powerful enough to generate management reports that can instantly highlight operational trends.

Workflow Engine

Valuemate includes a powerful workflow engine which allows you to define each individual task that need to be completed through the valuation lifecycle. The workflow process can be customised to meet your individual work processes.

The workflow engine tracks each stage of the valuation process and captures a detailed audit trail of who worked on the job and how long each step takes. Job tracking also automatically highlights jobs that are past due.

Property Database

At its heart Valuemate possesses a powerful property database that provides an information hub for all property activities that you record. Over time, Valuemate builds a detailed trail of every interaction you have with every property be it a valuation, sale or rental transaction.

Valuemate's address and real property description parsers automatically interpret the information you key in and stores individual property identifiers for future reference. Using an intelligent matching process Valuemate can even detect if a property already exists in the database and prompt you. This process ensures your Valuers are aware of any previous valuation or sale activity that has occurred on the property.

Integrated Sales Database

Valuemate maintains a database of all your sales data allowing you to find and re-use sales records across multiple valuations without the need to rekey any information.

Integrated Invoicing

Valuemate can automatically generate invoices for your valuations. Job Invoices can be consolidated as line items on a single invoice for a customer for a defined period of time. Valuemate will automatically manage the consolidation process based on the defined customer billing configuration.

Configurable Security

The Valuemate platform contains a powerful role-based security model which allows for the assignment of system-based functions to groups of users. Valuemate's security platform provides for the creation of new roles allowing you to divide work-activities as you see fit.

Interface for Tablet PC

The Valuemate application can be integrated to the Valuemate Tablet PC edition providing for the e-mailing of electronic inspection report forms directly to the Valuer's Tablet PC. Additionally, Valuemate will automatically load the returned data from the inspection form when the Valuer completes and submits the form.

Contract Management

Valuemate provides for the management of customer contracts allowing you to define the fee to be charged, the report template to be used and the required turnaround time. Contracts can be attached directly to a customer or allocated via customer groups thereby reducing the number of contracts you need to manage. Contract terms can be changed ahead of time using commencement and cut-off dates with Valuemate automatically detecting the new contract terms then the contract changeover date arrives.

Valuemate's Contracts Module eliminates the need for staff to remember or manually reference customer charging tables by pre-populating the fee table, report template and due date automatically when you enter a new job.

Cross-site Information Sharing

Valuemate Enterprise provides for the sharing of information across multiple sites thereby allowing contracts to be defined for the whole enterprise or conversely providing for different fees across sites. Additionally, valuation reports, the sales database and customer records can all be shared between sites.

Enterprise edition also allows you to define the level at which users are able to operate thereby either restricting them to only see records relevant to their own site or allowing them to view records across the whole enterprise.

Real-time Handwriting recognition

The InfoPath forms platform is "Ink aware" meaning it has been specifically designed to work on a Tablet PC. The InfoPath forms allow you to hand write directly onto the form with InfoPath automatically converting your handwriting to text on the fly.

Email interface to Valuemate Standard or Enterprise

The Tablet PC edition of ValueMate includes an InfoPath data receiving service which will process any submitted forms and load the entered data directly into the ValueMate database. This process coupled with Valuemate's automated report generation process completely eliminates the need to re-type the inspection data ever.