Client portal
Your valuation, in one place.
Every client receives a secure portal invitation by email with their engagement confirmation. Use the link in that email to sign in.
What your dashboard shows
- Property
- Shown for each valuation
- Valuation type
- Shown for each valuation
- Valuation date
- Shown for each valuation
- Valuer
- Shown for each valuation
- Status
- Shown for each valuation
- Payment status
- Shown for each valuation
- Target completion
- Shown for each valuation
- Files
- Shown for each valuation
- Report
- Shown for each valuation
Progress you can see
- Engagement received
- Documents required
- Inspection scheduled
- Inspection complete
- Research underway
- Valuation review
- Report ready
- Completed
What you can do
- Upload documents
- Pay invoice
- Schedule inspection
- Message the team
- View progress
- Download a draft where applicable
- Download your signed report
- Request an update
- Order another valuation