Individual Valuator — User Guide

Run a valuation practice — assignments, site visits, reports, bank panels, and payouts.

estateTT is a technology platform. It does not provide valuation advice, certify valuation findings, or replace qualified professional judgment. Valuation conclusions and professional decisions remain with the licensed valuators and other qualified experts in each jurisdiction.

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Overview

The Individual Valuator workspace runs a valuation practice end-to-end: assignments arrive from buyers, sellers, and lenders → you quote and accept → site visit → report delivered → payment confirmed → review left. Two demand channels feed you: direct client requests, and bank panels — getting approved onto lender panels is how the steady mortgage-valuation volume comes.

Setup order matters: directory listing without availability gets requests you can't schedule; without payment integration, completed work can't pay out.

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Getting Started

1. Sign up as "Valuator" and confirm your email
2. Settings > Profile information — credentials; the Business details tab holds your professional license number. Clients and bank panels evaluate you on this
3. Settings > Payment integration — connect your PayPal account (direct invoicing is the fallback). You receive 100% of fees directly — estateTT never holds your money
4. Availability — your working-hours editor: weekly hours, booking preferences, time-away blocks. Keep it honest — it defines when you're realistically bookable
5. Services — what you offer (residential, commercial, land) with pricing
6. You're listed in the valuator directory — lenders and clients can now find and book you

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Sidebar Navigation

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The Assignment Flow

Request → your quote → client pays → site visit → report drafted → delivered → done. Each stage has a home:

Pipeline

Every assignment assigned to you, grouped into cards: Active pipeline, Inspections, Report drafting, and History. There's also an Assignments awaiting a visit queue for work that needs scheduling. You can also create your own New assignment — a "Private practice" record for work that came to you off-platform. A pipeline full of assignments with no inspections booked means you're quoting but not scheduling — that's a scheduling bottleneck, not demand.

Appointments & Availability

Site visits booked per assignment, on a shared calendar that also holds your personal appointments — drag to move, and reschedule requests land as an Accept/Decline prompt rather than silently moving. Availability is your working-hours setup — keep it honest and the diary stays realistic.

Quotes

Fee proposals per assignment: a request comes in (Requested), you respond via Provide Quote (Sent), then it tracks Payment → Paid — or Declined if the requester passes. There's no draft stage and no accept button on your side — your answer is the quote. Prompt quoting wins work — requesters usually engage the first credible response.

Reports

Two halves worth separating: the Reports page is your read-only archive — delivered reports with download and CSV export, statuses Delivered/Settled. The actual submission happens on the assignment's deliver step (reachable from the assignment detail): upload the formal valuation PDF (max 25 MB, PDF only), attach supporting files, set the final valuation amount, and Commit & Deliver. The report is your product; the delivery record is your proof it arrived.

Banks — Bank Panels

The other demand channel: lender panels you're on, with Request panel review for new ones and status tracking (Approved by lender / Under review / Access revoked / Not applied). Panel membership is how mortgage-origination valuations reach you — apply broadly; each approved panel is a recurring assignment stream rather than one-off client work.

Payment reviews

Client payment records in a queue — confirm once funds clear. PayPal connection managed here. Clients see your acknowledgment; confirming before clearing puts the risk on you.

Revenue & Invoices

• Revenue — earned, pending, lifetime, trends, transaction history + the payment-integration setup
• Invoices — you generate them manually via Generate invoice (available from the moment a quote is provided, not just on completion): Generated → Sent → Paid, or Cancelled. Invoice promptly; an unbilled completed job is cash flow dying quietly

Reviews

Client ratings and written feedback — a read-only record: your average, the breakdown, and search/filter for finding patterns. Your record here is what the next client sees — a string of low reviews on turnaround is your early warning before the pipeline notices.

Messages

The practice's conversation record — direct client requests, 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 you need to reach someone new.

Inside a thread: in-thread search recovers "what did they agree about the comparable adjustments," attachments under 10 MB carry the site photos or the draft 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 knowing: 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.

Clients, Notifications, Analytics, Settings

Client register with contact details, per-client assignments and revenue (CSV export included); the event feed (new requests, reminders, payment confirmations); performance metrics (analytics feature required); and account configuration — tabs are Profile information, Business details, Payment integration, Notifications, Security.

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Workflow: Completing a Valuation

1. Request arrives — Pipeline (or Messages for direct requests)
2. Quote — Provide Quote with your fee and proposed timing
3. Client pays → payment confirms — the assignment becomes schedulable
4. Schedule the visit — inside your working hours from Availability
5. Site visit — inspect, photos, notes
6. Write & deliver — upload the report on the assignment's deliver step
7. Payment — confirm cleared funds in Payment reviews; generate the invoice when needed

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Troubleshooting

Assignment not visible? Pipeline first; direct client requests can arrive via Messages.

Can't schedule a visit? Your availability isn't configured — set it first.

Payment not received? Verify your PayPal connection under Settings > Payment integration — funds go to your account directly; 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.