Company Valuator — User Guide

Your valuation firm dashboard for managing valuators, assignments, bank panels, and team performance.

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Overview

The Company Valuator role is for valuation firms that employ multiple valuators. You manage assignments across your team, coordinate bank panel relationships, and track the firm's overall revenue and performance.

When you log in, you land on your Dashboard. Use the sidebar on the left to navigate between sections.

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Getting Started

Follow these steps to get your Company Valuator account set up and ready to manage valuations.

Step 1: Sign Up

Navigate to the estateTT sign-up page and select "Company Valuator" as your role. Enter your email address, create a password, and provide your firm's basic information. You'll receive a confirmation email to verify your account.

Step 2: Complete Your Firm Profile

After logging in, the platform will guide you through completing your firm profile. Navigate to Settings > Profile to update your firm name, credentials, logo, and contact information. A complete profile builds trust with banks and clients and helps you appear professional in the marketplace.

Step 3: Set Up Payment Preferences

Navigate to Settings > Billing to configure your payment provider. Connect your payment gateway (Stripe or Payoneer) to receive payouts for completed valuations. Ensure your payment information is accurate so you can receive payments without delays.

Step 4: Define Your Service Offerings

Navigate to Services to configure the types of valuation services your firm offers. Add services such as residential valuations, commercial valuations, and land valuations. Set pricing and descriptions for each service to help clients understand your offerings.

Step 5: Set Firm Availability

Navigate to Availability to define when your firm is available for site visits. Block out the days and times when your valuators are available to ensure appointments are only scheduled within your operational windows.

Step 6: Invite Your Valuator Team

Navigate to Team Registry and click "Invite Member" to add colleagues to your firm. Enter their email address, assign their role (Admin, Manager, Analyst, or Staff), and click Send Invite. Team members receive an email with a secure link to join your organization.

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Role Rank System

Company Valuator uses a rank-based permission system. Each rank grants access to specific sections of the dashboard based on the team member's responsibilities.

Rank 4: Admin

Admins have full access to all sections of the dashboard, including Team Registry, Revenue, Invoices, and Settings. They can invite and remove team members, manage the firm profile, configure payment providers, and oversee all operations. Admins are typically the owners or principals of the valuation firm. They have the authority to make strategic decisions about the practice and manage the organization's subscription and billing.

Rank 3: Manager

Managers have broad access to most sections of the dashboard, including Pipeline, Appointments, Availability, Services, Clients, Quotes, Reports, Banks, Revenue, and Invoices. They can oversee assignments, manage team members, and view financial data, but they cannot access Settings. Managers are typically operations managers or team leaders who oversee day-to-day valuation activities and coordinate with staff.

Rank 2: Analyst

Analysts have access to Pipeline, Appointments, Availability, Services, Clients, Quotes, Reports, Banks, Revenue, Invoices, and Analytics. They can view reports, access analytics, and review financial data, but they cannot manage team members or access Settings. Analysts are typically data analysts or administrative staff who provide insights into valuation performance, revenue trends, and operational efficiency.

Rank 1: Staff

Staff have access to Pipeline, Appointments, Availability, Services, Clients, Quotes, and Reports. They can accept assignments, conduct site visits, deliver reports, and manage their own availability, but cannot access Revenue, Invoices, Analytics, or Settings. Staff are typically valuators or support staff who handle day-to-day valuation activities and client interactions.

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Sidebar Navigation

Note: Team Registry is only visible for company_valuator accounts. Analytics requires the analytics feature to be enabled. Messages and Notifications show badges for unread items.

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Overview

Go to: Overview in the sidebar (the grid layout icon)

Overview is your home screen showing key metrics at a glance.

What You Can Do

• View active assignments — see valuations currently in progress across your team. This helps you understand the current workload and identify which valuators are available for new assignments.

• Track site visits — monitor upcoming inspections scheduled across your team. This helps you ensure appointments are properly distributed and no valuators are overbooked.

• Monitor completed valuations — view reports delivered this month. This metric helps you track productivity and understand your team's output.

• Review team size — see the number of active valuators on your team. This helps you understand your capacity and plan for hiring or team expansion.

• Track total revenue — view firm earnings this month. This metric helps you understand your financial performance and identify trends in valuation demand.

Using Overview Effectively

• Check Overview daily to get a quick snapshot of firm health and activity
• Use assignment data to balance workload across your team
• Monitor site visits to ensure no valuators are overbooked
• Track completed valuations to measure team productivity
• Review revenue trends to identify periods of high demand and plan accordingly

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Team Registry

Go to: Team Registry in the sidebar (the users icon — company_valuator only)

Team Registry is where you manage everyone in your firm.

What You Can Do

• Invite valuators by email — add new team members to your organization. Enter their email address, assign their role (Admin, Manager, Analyst, or Staff), and send an invitation. The invitee receives an email with a secure link to join.

• Assign roles — choose the appropriate role based on the member's responsibilities. Admins have full access including Team Registry and Settings. Managers can oversee assignments and manage team. Analysts can view reports and access analytics. Staff can accept assignments and deliver reports.

• Track individual performance — view each team member's performance metrics including assignment count, completed reports, and revenue contribution. This helps you understand who is contributing most and where additional training may be needed.

• Remove or suspend team access — if a member leaves the organization or needs their access temporarily suspended, you can remove them or change their status. Suspended members cannot access the dashboard but their data is preserved.

Using Team Registry Effectively

• Assign roles based on actual responsibilities — avoid giving unnecessary access
• Review team performance monthly to identify training needs
• Use role changes to reflect evolving responsibilities rather than creating new accounts
• Remove former employees promptly to maintain security
• Keep team size aligned with your workload — too many members can cause confusion

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Pipeline

Go to: Pipeline in the sidebar (the file text icon — shows a badge for pending assignments)

Pipeline is where you manage all valuation assignments across your firm.

What You Can Do

• View every assignment — see all valuation assignments across your entire team in one view. This helps you understand the overall workload and identify assignments that need attention.

• Assign or reassign jobs — distribute assignments to specific valuators based on workload, expertise, or availability. Reassign assignments when necessary to ensure timely completion.

• Track assignment status — monitor the progress of each assignment through the workflow: Active → Scheduled → Drafting → History. This helps you understand where each assignment is in the process.

To assign a valuator:

1. Click on the assignment to open it
2. Find the Assign to dropdown or button
3. Select the valuator's name
4. Confirm — they will be notified automatically

Using Pipeline Effectively

• Review Pipeline daily to ensure all assignments are progressing
• Assign new assignments promptly to avoid delays
• Balance workload across your team to prevent burnout
• Use status tracking to identify assignments that are stuck
• Reassign assignments when valuators are unavailable or overbooked

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Appointments

Go to: Appointments in the sidebar (the calendar icon)

Appointments is where you view and manage your firm's site visit appointments.

What You Can Do

• View upcoming inspections — see all upcoming site visits across all valuators. Each appointment shows the date, time, property address, and assigned valuator.

• Access appointment details — click on any appointment to view full details including property information, client contact details, and any special instructions.

• Reschedule appointments — if a client needs to change their appointment time, you can reschedule directly from Appointments. The system automatically updates the calendar and notifies the client and valuator.

• Cancel appointments — cancel appointments when necessary with a single click. The system notifies the client and valuator and releases the time slot for other bookings.

Using Appointments Effectively

• Review Appointments daily to ensure your team is prepared for upcoming site visits
• Confirm appointments 24 hours in advance to reduce no-shows
• Reschedule or cancel appointments as early as possible to respect clients' and valuators' time
• Use appointment data to identify peak periods and plan capacity accordingly
• Track appointment history to understand client patterns and preferences

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Availability

Go to: Availability in the sidebar (the clock icon)

Availability is where you set firm-wide availability for site visits.

What You Can Do

• Block out available days and times — define the days and times your firm is available for site visits. This ensures appointments are only scheduled within your operational windows.

• Mark unavailable days — mark days when your firm is unavailable due to holidays, training, or other commitments. This prevents clients from booking appointments on those days.

• Set recurring availability — configure recurring availability patterns for regular business hours. This saves time and ensures consistency in your scheduling.

• Adjust availability per valuator — if certain valuators have different schedules, you can set individual availability to reflect their actual working hours.

Using Availability Effectively

• Keep availability up to date to ensure appointments are scheduled correctly
• Block out time for administrative tasks and meetings
• Consider travel time between appointments when setting availability
• Review availability weekly to ensure it reflects your firm's actual capacity
• Communicate availability changes to your team to avoid scheduling conflicts

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Services

Go to: Services in the sidebar (the shield check icon)

Services is where you manage the types of valuation services your firm offers.

What You Can Do

• Add service offerings — define the types of valuation services your firm offers such as residential valuations, commercial valuations, and land valuations.

• Set pricing — configure pricing for each service type. You can set flat rates or tiered pricing based on property value or complexity.

• Write descriptions — provide detailed descriptions for each service to help clients understand what's included and when each service type is appropriate.

• Toggle service availability — enable or disable services as needed. This allows you to temporarily stop accepting certain types of valuations without removing them entirely.

Using Services Effectively

• Keep service descriptions clear and accurate to set client expectations
• Review pricing regularly to ensure it reflects market rates and your expertise level
• Use service categories to help clients find the right valuation type for their needs
• Monitor which services are most popular to understand client demand
• Adjust service offerings based on your firm's expertise and market opportunities

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Clients

Go to: Clients in the sidebar (the users icon)

Clients is where you track your firm's past and current clients.

What You Can Do

• View client details — see client name and contact information for all past and current clients. This helps you maintain relationships and follow up on future opportunities.

• Track assignment history — view the complete assignment history across all your valuators for each client. This helps you understand which services clients have used and their valuation patterns.

• Add notes and reminders — create notes about client preferences, special requirements, or follow-up reminders. This helps your team provide personalized service and maintain strong client relationships.

• Search and filter clients — find clients by name, email, or assignment type. This helps you quickly locate client information when needed.

Using Clients Effectively

• Keep client information up to date to ensure smooth communication
• Use notes to track client preferences and special requirements
• Review assignment history to identify repeat business opportunities
• Set follow-up reminders to maintain client relationships
• Use client data to identify your most valuable accounts and prioritize accordingly

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Quotes

Go to: Quotes in the sidebar (the receipt icon)

Quotes is where you manage your firm's quotes.

What You Can Do

• Submit quotes — create and submit quotes for valuation assignments. Provide pricing, scope of work, and timeline information for each quote.

• Track quote status — monitor the status of each quote through the workflow: Draft, Sent, Accepted, Declined. This helps you understand which quotes are pending and which have been accepted.

• Edit quotes — modify quote details before they are accepted. This allows you to adjust pricing or scope based on client feedback.

• View quote history — access the complete history of quotes for each client. This helps you understand pricing patterns and negotiation history.

Using Quotes Effectively

• Submit quotes promptly after receiving assignment requests to demonstrate responsiveness
• Provide clear, detailed quotes to set client expectations
• Track quote status to follow up on pending quotes
• Use quote history to inform future pricing and negotiations
• Review declined quotes to understand why clients chose other providers

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Reports

Go to: Reports in the sidebar (the clipboard check icon)

Reports is where you manage your firm's valuation reports.

What You Can Do

• Upload formal valuation reports — upload completed valuation reports to the platform. Ensure reports are in the required format and include all necessary documentation.

• Add notes for the client — include explanatory notes or summaries for clients. This helps clients understand the key findings and conclusions of the valuation.

• Submit reports through the platform — deliver reports to clients through the platform. This ensures secure delivery and provides a record of delivery.

• Track report delivery status — monitor whether reports have been delivered and viewed by clients. This helps you ensure clients receive their valuations in a timely manner.

Using Reports Effectively

• Upload reports promptly after completion to maintain client satisfaction
• Include clear, client-friendly notes to help clients understand complex valuations
• Use the platform's delivery tracking to confirm receipt
• Maintain a record of all reports for compliance and reference purposes
• Review report delivery times to identify and address any delays

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Banks

Go to: Banks in the sidebar (the building icon)

Banks is where you manage your firm's bank panel relationships.

What You Can Do

• View approved banks — see all banks your firm is approved with. This helps you understand which bank panels you can work with for mortgage valuations.

• Apply to join new bank panels — submit applications to join new bank panels. This expands your opportunities to receive valuation assignments from more banks.

• Track panel status — monitor the status of your panel applications: Approved, Pending, or Declined. This helps you understand which applications are still being processed.

• Update firm credentials — provide updated credentials and experience information when applying to new panels or renewing existing relationships.

To apply to a new bank panel:

1. Go to Banks
2. Click Apply on the bank you want to join
3. Submit your firm's credentials and relevant experience
4. Wait for the bank's approval

Using Banks Effectively

• Apply to multiple bank panels to diversify your assignment sources
• Keep your firm credentials up to date to improve approval chances
• Monitor panel status to follow up on pending applications
• Review declined applications to understand areas for improvement
• Maintain good relationships with approved banks to ensure continued business

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Revenue

Go to: Revenue in the sidebar (the dollar sign icon)

Revenue is where you track your firm's valuation earnings.

What You Can Do

• View professional earnings — see total earnings from completed and paid assignments across all valuators. This metric helps you understand your firm's financial performance.

• Track pending pipeline — monitor fees quoted but not yet paid. This helps you understand your expected future revenue and cash flow.

• Review lifetime earnings — view all-time total from paid assignments. This metric helps you understand your firm's historical performance and growth trajectory.

• Analyze earnings trend — view the earnings trend chart over time to identify patterns, seasonal variations, and growth opportunities.

• Access transaction history — view the complete transaction history of all assignments with payment status. This helps you reconcile payments and identify any discrepancies.

How payments work: estateTT facilitates direct settlements through each valuator's own integrated payment gateway. The firm tracks assignment fees and statuses through this page — actual payments go directly to each valuator's connected account.

Using Revenue Effectively

• Review Revenue weekly to track financial performance
• Use pending pipeline data to forecast future cash flow
• Analyze earnings trends to identify growth opportunities
• Reconcile transaction history with your accounting records
• Monitor individual valuator earnings to understand performance distribution

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Invoices

Go to: Invoices in the sidebar (the receipt icon)

Invoices is where you manage your firm's invoicing.

What You Can Do

• View all invoices — see all invoices for completed valuations. Each invoice shows the date, amount, client, and payment status.

• Generate invoices — create invoices for completed valuations. Ensure all details are accurate before generating to avoid payment delays.

• Track invoice status — monitor the status of each invoice: Sent, Paid, Overdue. This helps you understand which invoices are outstanding and require follow-up.

• Download invoice copies — download PDF versions of invoices for your records or for accounting purposes. This helps you maintain proper documentation for tax and financial reporting.

Using Invoices Effectively

• Generate invoices promptly after completing valuations to ensure timely payment
• Track invoice status to identify overdue payments that require follow-up
• Download invoices regularly for accounting records
• Reconcile invoices with payment records to ensure accuracy
• Use invoice data to understand your firm's revenue patterns

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Analytics

Go to: Analytics in the sidebar (the bar chart icon — requires analytics feature enabled)

Analytics is where you track your firm's valuation performance.

What You Can Do

• View assignment volume — track the number of valuations completed over time. This helps you understand your firm's capacity utilization and identify periods of high demand.

• Analyze revenue trends — see how your firm's revenue has changed over time. This helps you identify growth patterns and seasonal variations in valuation demand.

• Monitor team performance — view performance metrics for each valuator including assignment completion rate, average turnaround time, and client satisfaction. This helps you identify top performers and areas where additional training may be needed.

• Track service popularity — see which valuation services are most popular among clients. This helps you understand market demand and adjust your service offerings accordingly.

Using Analytics Effectively

• Review Analytics monthly to identify trends and opportunities
• Use team performance data to inform training and development decisions
• Analyze revenue trends to forecast future performance
• Track service popularity to optimize your service offerings
• Use analytics data to make data-driven decisions about business strategy

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Reviews

Go to: Reviews in the sidebar (the star icon)

Reviews is where you manage client reviews for your firm.

What You Can Do

• View client reviews — see all reviews from past clients. Each review includes a rating, client feedback, and the assignment it relates to.

• Respond to reviews — respond to client reviews to address feedback, thank clients for positive reviews, or address concerns raised in negative reviews.

• Monitor overall rating — track your firm's overall rating across all reviews. This helps you understand your reputation on the platform.

• Identify improvement areas — use review data to identify patterns in feedback that indicate areas where your firm can improve its service.

Using Reviews Effectively

• Respond to all reviews, especially negative ones, to demonstrate commitment to client satisfaction
• Use positive reviews as testimonials in your marketing materials
• Analyze review patterns to identify systemic issues that need addressing
• Share review insights with your team to drive improvement
• Monitor overall rating to track your reputation over time

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Notifications

Go to: Notifications in the sidebar (the bell icon — shows a badge for new notifications)

Notifications is where you stay informed about important events.

What You Can Do

• View new assignment requests — see notifications when new valuation assignments are requested. This helps you respond promptly to new business opportunities.

• Receive appointment reminders — get reminders about upcoming site visits. This helps you and your team prepare for appointments and avoid no-shows.

• Track payment confirmations — see notifications when payments are received for completed valuations. This helps you track revenue and confirm payment processing.

• Monitor client messages — receive notifications for new client messages. This helps you respond promptly to client inquiries and maintain good communication.

Using Notifications Effectively

• Check Notifications regularly to stay informed about important events
• Respond to new assignment requests promptly to demonstrate responsiveness
• Use appointment reminders to ensure your team is prepared for site visits
• Monitor payment confirmations to track revenue and identify any payment issues
• Set notification preferences to receive alerts for the events that matter most to you

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Messages

Go to: Messages in the sidebar (the message square icon — shows a badge when you have unread messages)

Messages is your communication hub where you communicate with clients and coordinate with your team.

What You Can Do

• Respond to assignment requests — reply to assignment requests from buyers, sellers, and banks. Prompt responses help you secure new valuation business.

• Follow up after report deliveries — communicate with clients after delivering valuation reports. This ensures they understand the findings and can ask questions if needed.

• Coordinate with your valuator team — communicate with your team about assignments, scheduling, and other operational matters. Internal messaging keeps everyone aligned without leaving the platform.

• View conversation history — access the full history of each conversation. This context helps you understand the complete history of each relationship.

Using Messages Effectively

• Respond to messages within 24 hours to demonstrate professionalism
• Use internal messaging to coordinate with your team efficiently
• Keep messages concise and focused on the topic at hand
• Use conversation history to reference previous discussions
• Set reminders to follow up on important conversations that require action

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Settings

Go to: Settings in the sidebar (the gear icon)

Settings is where you manage your firm's account configuration.

What You Can Do

• Profile — update firm name, credentials, and contact information. Keep your profile up to date to ensure clients and banks can reach you and your firm information is accurate across the platform.

• Billing — manage subscription plan and seat management. Review your subscription details, add or remove seats, and manage payment methods for your subscription.

• Security — change password and enable two-factor authentication. Protect your account with strong security measures to prevent unauthorized access.

• Notifications — configure alert preferences for new messages, offers, and deal updates. Choose which events trigger notifications and how you receive them (in-app, email, or both).

Using Settings Effectively

• Review Settings quarterly to ensure all information is current and accurate
• Keep billing information up to date to avoid payment disruptions
• Enable two-factor authentication for enhanced security
• Configure notification preferences to receive alerts without being overwhelmed
• Update profile information whenever there are changes to your firm's contact details or credentials

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Workflow: Assigning a Valuation

1. Assignment request received — an assignment appears in your Pipeline queue
2. Assign to a valuator — go to Pipeline, click the assignment, and assign it to a team member
3. Site visit scheduled — the valuator books a time to inspect the property
4. Report delivered — the valuator uploads and submits the formal valuation through the platform
5. Payment — the client confirms receipt and payment goes directly to the valuator's connected account
6. Revenue recorded — appears in Revenue automatically

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Troubleshooting

Assignment not visible: New requests appear in Pipeline. If a bank or client sent the request directly, check your Messages tab.

Cannot assign staff: Only Admins and Managers can assign valuators. Verify your role.

Payment not received: Verify the valuator's payment provider (Stripe or Payoneer) is fully connected and verified. estateTT does not hold funds.

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Need Help?

Click the Help button on any page, or email support@estatett.com