Valuation workflow
Valuer CoPilot
Case management for valuation practices. One instruction, one file, from receipt to signed report.
What the software carries
A valuation is a sequence of steps with a professional signature at the end. Valuer CoPilot holds every step against the same case.
Instruction
An instruction is received and opened as a case, with the client, the subject property and the scope recorded against it.
Inspection
Site notes, measurements and photographs are captured against the case rather than held separately on a phone or a laptop.
Evidence
Comparable evidence is attached to the case, so the basis for the opinion sits with the file it supports.
Draft
The report is drafted from the case record, with the firm template applied.
Review
The draft goes to the reviewing valuer with the file and its history in view.
Signature
The signed report is issued and the case closes with its audit trail intact.
Data in Valuer CoPilot
The evidence behind the opinion
A valuation stands on its evidence. Valuer CoPilot carries the market data a valuer works from, inside the same file as the case.
Sales transactions
Transaction records for comparable evidence, searchable by locality and property type, held against the case file rather than in a separate tool.
Rental transactions
Rental records for the investment method and for rental assessments, drawn from the same evidence base as the sales data.
Market anomaly
Transactions that sit outside the pattern of their locality are flagged, so an outlier is examined before it is relied on as a comparable.
Rental yield
Yield derived from the sales and rental evidence for a locality, as a cross-check on the capitalisation rates applied in a valuation.
Available through APIs
The same datasets are available through APIs, so a firm or a bank can bring the sales, rental, anomaly and yield data into its own systems. Write to us to discuss API access.
Upcoming in Valuer CoPilot
Map
Transaction records tell you what a property sold for. They do not show the line that opened after the comparable transacted, or how the site has physically changed since. Map adds that spatial evidence to the case file.
Where it meets the work
Map does not add a step to the workflow. It strengthens the steps already in it.
- Pre-inspection
- Read the site before you travel to it. Arrive with a hypothesis rather than a blank slate.
- Site assessment
- Compare what you see on the ground against dated imagery, and note where the two diverge.
- Comparables
- Support a locational adjustment with countable evidence from the places and buildings layers.
- Report evidence
- Cite the layer, the release or capture date and the platform, with the same discipline you apply to a comparable.
A professional caveat
Imagery and map layers supplement a site inspection. They do not replace one. The physical inspection remains required, and the opinion of value remains the valuer's. Map exists to make that judgement faster to reach and easier to evidence.
Also on the roadmap
- Flood and Hillside Risk
- Georisk
- Agricultural and Plantation Land
Modules in development. No release date is set.
The reasoning
A valuation report is a professional document. The file behind it should be just as defensible.
- One file, one record
- The instruction, the evidence, the draft and the correspondence stay in one place. There is no second copy of the case in an inbox.
- An audit trail that holds
- Who changed what, and when, is recorded against the case. That record is what a firm relies on if a valuation is questioned later.
- Built for Malaysian practice
- The workflow follows how registered valuers work here, under the professional standards that apply in Malaysia.
- Professional judgement stays with the valuer
- The software carries the file and the evidence. The opinion of value, and the signature on the report, remain with the valuer.
Who it is for
Valuation firms and registered valuers in Malaysia, whether in private practice or working inside a corporate or banking valuation function. Valuer CoPilot is built to support professional judgement, not to substitute for it.
Valuer CoPilot is developed by PEPS Ventures, the wholly-owned company of the Association of Valuers, Property Managers, Estate Agents and Property Consultants in the Private Sector, Malaysia (PEPS).
Arrange a walkthrough
Write to us to see Valuer CoPilot against your own workflow, or to discuss what a rollout would involve for your practice.