Company Valuator — User Guide

Run a valuation firm — a valuator roster, shared assignment visibility, and senior review.

estateTT is a technology platform. It does not provide valuation advice or certify findings — valuation conclusions remain with the licensed professionals performing them.

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Overview

The Company Valuator workspace is the individual valuator workflow run under a firm: each valuator works their own assignments, quotes, revenue, and reviews through the full toolset — while the org layer adds what a solo practice can't have: Team registry for the roster (invites, ranks, seats), firm-wide assignment visibility for senior ranks, a senior-review gate so staff reports pass through a manager before delivery, and a manager-level team calendar for coverage.

Two honest boundaries up front: money is per-member — revenue, invoices, payment reviews, and reviews each belong to the valuator who earned them (there's no firm-pooled ledger); and there's no assignment router — a lead belongs to whoever quotes it, so distribution is a coordination habit, not a queue feature.

The two demand channels are the same as individual practice — direct client requests, and bank panels (each member applies individually; the platform records applications and decisions — panel access and assignment routing sit with the lenders).

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Getting Started

1. Your profile (Settings > Profile information, license number under Business details) — what banks and clients see when evaluating you in the valuator directory
2. Payment integration (Settings > Payment integration) — each member connects PayPal (or invoices clients directly); fees settle directly to each member's connected account — estateTT never holds money
3. Services — what each valuator offers (residential, commercial, land) with pricing
4. Availability — each member's working-hours editor (weekly hours, booking preferences, time away)
5. Team registry → Invite member — your valuators (invites expire in 7 days; needs rank 3+)

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Role Rank System

Two honest notes: financials aren't rank-gated — Revenue, Invoices, and Payment reviews open for every member but show only their own book. And Analytics is an org subscription entitlement, not a rank perk — it unlocks for the firm, not for one member.

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Sidebar Navigation

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The Firm Workflow

Request → a valuator quotes it (which makes it theirs) → client pays → visit → report → (staff: senior review) → delivered → review. Each stage has a home:

Pipeline — the firm's shared board

All firm assignments by status card — Active pipeline, Inspections, Report drafting, History — readable firm-wide at Analyst rank and above (Staff see their own book only). There's no assign button: a lead belongs to whoever quotes it, so distribution runs on coordination, not routing. Where managers do have real power: they can advance, deliver, or close a teammate's assignment — the safety valve when someone's out or underwater. New assignment also lets any member log private-practice work that arrived off-platform.

Appointments & Availability

The visit calendar is the one true firm-wide surface — at Manager rank and above it shows the team's schedule; staff and analysts see their own. Availability is per-member by design — each valuator edits only their own hours — so capacity is everyone's own discipline.

Quotes

Quote per assignment: Requested → Sent → Payment → Paid/Declined. No draft stage and no editing a sent quote — your answer is the quote, so check the details before it's priced. For a firm, quote discipline is reputation discipline — a sloppy quote carries the firm's name.

Reports — and the senior-review gate

The Reports page is the read-only archive — delivered reports, download, CSV export. Submission happens on the assignment's deliver step (PDF ≤ 25 MB, supporting files, Commit & Deliver). The firm feature here is senior review: a Staff member's report doesn't go straight out — it goes to pending senior review, and a Manager or Admin does the Review & Deliver step. Quality control is structural, not aspirational.

Lenders — Bank Panels

Each member's own lender-panel relationships: Request panel review for new ones, statuses Approved by lender / Under review / Access revoked / Not applied. One honest note: estateTT records your applications and the decisions — panel approval and which assignments route to you sit with the lender, not the platform.

Payment reviews, Revenue & Invoices

• Payment reviews — each member's queue of client payment records; confirm once funds clear
• Revenue — your paid revenue, unpaid quoted work, lifetime figures, trends, full history (CSV export). No firm rollup — each valuator's book is their own
• Invoices — Generated → Sent → Paid (or Cancelled), generated manually from the assignment. There's no Overdue status — an unpaid invoice is one you chase, not one the platform ages for you

Reviews

Ratings and feedback per member — read-only, and strictly yours: even a manager can't read a teammate's review record through the platform. The firm's reputation lives in each member's own page.

Messages

The firm's conversation record — client threads, lender contacts, follow-ups on reports — and it's a fuller workspace than a chat window. The thread list is searchable, each thread carries its own unread count, and the sidebar badge totals them: replies arrive without refreshing, and opening a thread marks it read. New Engagement starts a conversation when the firm needs to reach someone new.

Inside a thread: in-thread search recovers "what did we quote them for the commercial unit," attachments under 10 MB carry site photos and drafts inside the conversation they belong to, and Export produces a PDF transcript — the artifact you want in hand if a valuation is ever questioned. Two honest behaviours worth briefing the team on: Delete conversation removes your copy — the client keeps theirs — and a pasted phone number or email is automatically replaced with [REDACTED] (sharing contact details is against the Terms of Service; the filter is mechanical, not a warning). Threads tied to a Document Room are flagged as such and go read-only when the engagement closes — the history stays.

Because this is a firm, keep one boundary clear: there is no private lane inside a client thread — every message is visible to the people on it. "Client is pushing for a number, hold the line" is a staff conversation — hold it with your team, not inside a thread the client can read.

Analytics, Clients, Notifications, Settings

Performance metrics — an org-level entitlement: if the firm's plan includes it, the page opens with the member's own practice data. The client book with per-client assignment history; the event feed (new requests, reminders, payment confirmations); and Settings — personal tabs for every member (Profile information, Business details, Payment integration, Notifications, Security), plus an admin-only document-readiness settings surface for the org. Seats are managed on the Team registry page, not in Settings.

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Workflow: A Valuation Through the Firm

1. Request lands in Pipeline — visible firm-wide to Analyst+; the right valuator answers it (whoever quotes, owns it — so coordinate internally when two people could take it)
2. Quote — Provide Quote with fee and timing
3. Client pays → payment confirms — assignment becomes schedulable
4. Visit — booked inside the valuator's working hours
5. Report — delivered on the assignment's deliver step; Staff reports stop at senior review — a Manager/Admin does Review & Deliver
6. Payment confirmed in Payment reviews; settles to the valuator's connected account

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Troubleshooting

Assignment not visible? Staff see only their own book — firm-wide visibility is Analyst+. If you're on the engagement but can't see it, check with a manager.

Need to hand a report off? There's no reassignment — but a Manager+ can advance, deliver, or close a teammate's assignment, which covers absence and escalation.

Payment not received? Verify the member's own PayPal connection under Settings > Payment integration — settlement is direct; nothing sits with estateTT.

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Need Help?

Click the Help button on any page, email support@estatett.com, or reach us through the contact page. For the solo practitioner's view of the same surfaces, see the Individual Valuator guide.