Individual Valuator — User Guide

Your professional property valuation dashboard for managing assignments, reports, and revenue.

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Overview

The Individual Valuator role is for licensed property valuators who offer valuation services through estateTT. You receive valuation assignments from buyers, sellers, and mortgage lenders, conduct site visits, and deliver formal valuation reports.

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 Individual Valuator account set up and ready to offer valuation services through estateTT.

Step 1: Sign Up

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

Step 2: Complete Your Profile

After logging in, navigate to Settings > Profile to add your professional credentials and license information. A complete profile builds trust with clients and ensures the platform has accurate information about your qualifications.

Step 3: Set Up Payment Preferences

Navigate to Settings > Payment Preferences to connect Stripe or Payoneer to receive payouts directly. This ensures you can receive payments for your services without delays.

Step 4: Configure Your Availability

Navigate to Availability to set when you are available for site visits. Block out the days and times you can conduct inspections. Appointments are only scheduled within the windows you define here.

Step 5: Your Profile Appears in the Directory

Your profile appears in the valuator directory so mortgage lenders and buyers can find you. Clients can now discover your services, request valuations, and schedule site visits with you.

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Sidebar Navigation

Note: Analytics requires the analytics feature to be enabled. Pipeline shows a badge for pending assignments. 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: Active assignments (valuations currently in progress), Site visits scheduled (upcoming inspection appointments), Completed valuations (reports you have delivered), and Total revenue (your earnings from completed assignments).

What You Can Do

• View active assignments — see valuations currently in progress. This helps you understand your current workload.

• Check site visits — see upcoming inspection appointments. This helps you prepare for scheduled visits.

• View completed valuations — see reports you have delivered. This helps you track your completed work.

• Monitor total revenue — see your earnings from completed assignments. This helps you understand your financial performance.

Using Overview Effectively

• Check Overview regularly to stay informed about your practice performance
• Use active assignments count to manage your workload
• Monitor site visits to prepare for upcoming inspections
• Track total revenue to understand your earnings trend

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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 requests assigned to you: Accept or decline assignments, View full details including property address, client information, and requirements, and Track assignment status: Active → Scheduled → Drafting → History.

Assignment statuses:

What You Can Do

• Accept or decline assignments — accept or decline assignments. This helps you manage your workload.

• View assignment details — view full details including property address, client information, and requirements. This helps you understand the scope of work.

• Track assignment status — track assignment status: Active → Scheduled → Drafting → History. This helps you understand the progress of each valuation.

Using Pipeline Effectively

• Review pipeline regularly to manage your workload
• Accept assignments promptly to demonstrate responsiveness
• Track assignment status to ensure timely completion
• Use status tracking to identify bottlenecks in your workflow

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Appointments

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

Appointments is where you manage your site visit appointments: View upcoming inspection appointments, Schedule new site visits from an assignment, and Check your availability before scheduling.

To schedule a site visit:

1. Open the assignment from the Pipeline page
2. Click Schedule Site Visit
3. Choose a date and time that works for you
4. Confirm the appointment

What You Can Do

• View appointments — view upcoming inspection appointments. This helps you prepare for scheduled visits.

• Schedule site visits — schedule new site visits from an assignment. This helps you coordinate with clients.

• Check availability — check your availability before scheduling. This helps you avoid scheduling conflicts.

Using Appointments Effectively

• Review appointments regularly to prepare for site visits
• Schedule visits at convenient times for clients
• Use availability calendar to avoid scheduling conflicts
• Confirm appointments with clients before the visit

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Availability

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

Availability is where you set when you are available for site visits: Block out the days and times you can conduct inspections, Mark days when you are unavailable, and Appointments are only scheduled within the windows you define.

What You Can Do

• Set availability windows — block out the days and times you can conduct inspections. This helps you manage your schedule.

• Mark unavailable days — mark days when you are unavailable. This prevents scheduling during those times.

• Manage schedule — appointments are only scheduled within the windows you define. This ensures appointments fit your availability.

Using Availability Effectively

• Set realistic availability windows to avoid overbooking
• Update availability regularly to reflect your schedule changes
• Block out personal time to maintain work-life balance
• Use availability to manage client expectations

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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 you offer: Residential valuations, Commercial valuations, Land valuations, and Set pricing and descriptions for each service.

What You Can Do

• Define service offerings — manage the types of valuation services you offer. This helps clients understand your capabilities.

• Set pricing — set pricing and descriptions for each service. This helps you communicate your fees clearly.

• Add service descriptions — add descriptions for each service. This helps clients understand what each service includes.

Using Services Effectively

• Keep service offerings up to date to reflect your capabilities
• Set competitive pricing based on market rates
• Use clear descriptions to avoid misunderstandings
• Add new services as you expand your capabilities

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Clients

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

Clients is where you track your past and current clients: Client name and contact details, Assignment history (all valuations you have done for them), and Notes and follow-up reminders.

What You Can Do

• View client details — see client name and contact details. This helps you stay connected with your clients.

• Review assignment history — see all valuations you have done for them. This helps you understand your relationship with each client.

• Add notes — add notes and follow-up reminders. This helps you remember important details about each client.

Using Clients Effectively

• Review client history before assignments to understand their needs
• Use notes to remember important client preferences
• Follow up with clients after delivering reports to maintain relationships
• Track client interactions to build long-term relationships

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Quotes

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

Quotes is where you submit and manage quotes for valuation assignments: Propose your fee for a valuation, Track quote status: Draft, Sent, Accepted, Declined, and Once the client accepts, proceed with the site visit and report.

What You Can Do

• Propose fees — propose your fee for a valuation. This helps you communicate your pricing to clients.

• Track quote status — track quote status: Draft, Sent, Accepted, Declined. This helps you understand the status of your quotes.

• Proceed with assignments — once the client accepts, proceed with the site visit and report. This helps you move forward with the valuation.

Using Quotes Effectively

• Submit quotes promptly to increase conversion rates
• Provide competitive fees based on market rates
• Track quote status to follow up on pending quotes
• Use quote history to understand pricing trends

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Reports

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

Reports is where you manage your valuation reports: Upload formal valuation reports (PDF or other supported formats), Add notes for the client, Submit reports through the platform for delivery, and Track report delivery status.

What You Can Do

• Upload reports — upload formal valuation reports (PDF or other supported formats). This ensures you deliver professional reports to clients.

• Add notes — add notes for the client. This helps you communicate important details about the report.

• Submit reports — submit reports through the platform for delivery. This facilitates secure delivery to clients.

• Track delivery status — track report delivery status. This helps you ensure reports are received.

Using Reports Effectively

• Upload reports promptly after completion to ensure timely delivery
• Use clear notes to explain report findings
• Track delivery status to confirm receipt
• Maintain report archives for compliance purposes

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Banks

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

Banks is where you manage your bank panel relationships: View banks you are approved with, Apply to join new bank panels, and Track panel status: Approved, Pending, or Declined.

To join a new bank panel:

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

What You Can Do

• View approved banks — view banks you are approved with. This helps you understand your current bank relationships.

• Apply to new panels — apply to join new bank panels. This helps you expand your business opportunities.

• Track panel status — track panel status: Approved, Pending, or Declined. This helps you understand your application progress.

Using Banks Effectively

• Apply to multiple bank panels to expand your client base
• Track panel status to follow up on pending applications
• Maintain good relationships with approved banks
• Update credentials regularly to stay competitive

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Revenue

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

Revenue is where you track your valuation earnings: Professional earnings (total from completed and paid assignments), Pending in pipeline (fees quoted but not yet paid), Lifetime earnings (all-time total from paid assignments), Earnings trend chart over time, and Transaction history of all assignments with payment status.

Payment Integration: Click Configure Payment Integration to connect Stripe or Payoneer. You receive 100% of your valuation fees directly in your own account. estateTT does not intercept or hold your funds.

What You Can Do

• View professional earnings — see total from completed and paid assignments. This helps you understand your income.

• Track pending earnings — see fees quoted but not yet paid. This helps you understand expected revenue.

• View lifetime earnings — see all-time total from paid assignments. This helps you track your cumulative earnings.

• Review transaction history — view transaction history of all assignments with payment status. This helps you track your payment activity.

Using Revenue Effectively

• Monitor earnings regularly to understand your financial performance
• Track pending earnings to follow up on unpaid assignments
• Use transaction history for accounting and tax purposes
• Configure payment integration to receive payments directly

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Invoices

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

Invoices is where you manage your invoicing: View and generate invoices for completed valuations, Track invoice status: Sent, Paid, Overdue, and Download invoice copies for your records.

What You Can Do

• View invoices — view and generate invoices for completed valuations. This helps you manage your billing.

• Track invoice status — track invoice status: Sent, Paid, Overdue. This helps you understand the status of your invoices.

• Download invoice copies — download invoice copies for your records. This helps you maintain financial records.

Using Invoices Effectively

• Generate invoices promptly after completing valuations
• Track invoice status to ensure timely payment
• Use invoice copies for accounting and tax purposes
• Follow up on overdue invoices to maintain cash flow

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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 valuation practice performance: Assignment volume over time, Revenue trends, Client acquisition sources, and Service popularity.

What You Can Do

• View assignment volume — see assignment volume over time. This helps you understand your workload trends.

• Track revenue trends — review revenue trends. This helps you identify patterns in your earnings.

• Analyze client sources — see client acquisition sources. This helps you understand where your clients come from.

• Monitor service popularity — see service popularity. This helps you understand which services are most in demand.

Using Analytics Effectively

• Review analytics regularly to understand your practice performance
• Use revenue trends to identify growth opportunities
• Analyze client sources to optimize your marketing efforts
• Monitor service popularity to focus on in-demand services
• Use analytics data to inform business decisions

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Reviews

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

Reviews is where you manage client reviews: View reviews from past clients, Respond to reviews, and Maintain your professional reputation on the platform.

What You Can Do

• View reviews — view reviews from past clients. This helps you understand client feedback.

• Respond to reviews — respond to reviews. This helps you engage with clients and address concerns.

• Maintain reputation — maintain your professional reputation on the platform. This helps you attract new clients.

Using Reviews Effectively

• Monitor reviews regularly to understand client feedback
• Respond promptly to both positive and negative reviews
• Use feedback to improve your services
• Maintain a professional tone in all responses

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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: New assignment requests, Appointment reminders, Payment confirmations, and Client messages.

What You Can Do

• Receive assignment alerts — get notified about new assignment requests. This helps you respond promptly to new opportunities.

• Get appointment reminders — receive appointment reminders. This helps you prepare for site visits.

• Receive payment confirmations — get payment confirmations. This helps you track your earnings.

• Get client message alerts — receive alerts about client messages. This helps you stay responsive to clients.

Using Notifications Effectively

• Check notifications regularly to stay informed about important events
• Configure notification preferences to receive alerts without being overwhelmed
• Respond promptly to assignment requests to increase conversion rates
• Use appointment reminders to prepare for site visits
• Review payment confirmations to track your earnings

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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 where you communicate with clients and other parties: Receive assignment requests from buyers, sellers, and banks, Follow up after delivering a report, and Communicate with clients about scheduling site visits.

What You Can Do

• Receive assignment requests — receive assignment requests from buyers, sellers, and banks. This helps you manage incoming business opportunities.

• Follow up with clients — follow up after delivering a report. This helps you maintain client relationships.

• Communicate about scheduling — communicate with clients about scheduling site visits. This helps you coordinate appointments.

Using Messages Effectively

• Respond to messages promptly to demonstrate responsiveness
• Use Messages to keep all client communication in one place
• Review conversation history to reference previous discussions
• Set notifications to ensure you don't miss important updates
• Use clear and concise messages to facilitate effective communication

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Settings

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

Settings is where you manage your account: Profile (professional credentials, license number, and bio), Services (types of valuations you offer), Payment Preferences (connect Stripe or Payoneer to receive payouts directly), Security (change your password), and Notifications (configure email and SMS alert preferences).

What You Can Do

• Profile — update professional credentials, license number, and bio. Keep your profile up to date to ensure clients have accurate information about your qualifications.

• Services — manage types of valuations you offer. Keep your service offerings up to date to reflect your capabilities.

• Payment Preferences — connect Stripe or Payoneer to receive payouts directly. This ensures you can receive payments for your services without delays.

• Security — change your password. Protect your account with a strong password to prevent unauthorized access.

• Notifications — configure email and SMS alert preferences. Choose which events trigger notifications and how you receive them.

Using Settings Effectively

• Keep your profile information up to date to ensure accurate communication
• Connect your payment provider to receive payments without delays
• Use a strong password and change it regularly for security
• Configure notification preferences to receive alerts without being overwhelmed
• Update settings regularly to ensure they match your current needs

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Workflow: Completing a Valuation

1. Assignment request received — a buyer, seller, or bank requests a valuation
2. Accept the assignment — go to Pipeline and click Accept
3. Submit a quote — if a quote has not already been agreed, propose your fee
4. Schedule the site visit — book a date and time to inspect the property
5. Conduct the site visit — visit the property, take photos and notes
6. Prepare the report — compile comparables, analyze the property, and write the formal valuation
7. Deliver the report — upload and submit it through the platform
8. Payment — once the client confirms receipt, record the payment and receive funds directly through your connected payment account

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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 schedule a site visit: Make sure your availability calendar is configured in Settings.

Payment not received: Verify your Stripe or Payoneer account is fully connected and verified in Settings. estateTT does not hold funds — payments go directly to your connected account.

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Need Help?

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