Valuation practice platform

Grow your valuation practice with less admin

Manage assignments, field inspections, reports, and invoices in one modern platform. Built for valuers, by valuation experts.

Valzy desktop and mobile dashboard preview for valuation practice management

A workspace built around valuation operations

The product covers the daily work of a valuation practice, from assignment intake to report completion and billing.

Dashboard

Track total, pending, completed, and invoiced work from one dashboard. Assignment status bars and quick actions keep the daily workload visible without digging through separate tools.

  • Assignment status by workflow stage
  • Pending invoice visibility
  • Recent activity updates

Assignments

Move valuations through to do, field visit, report drafting, report ready, and done stages. Search, user filters, date ranges, and ownership badges make high-volume assignment tracking easier to manage.

  • Kanban workflow columns
  • Search and user filters
  • My assignments toggle

Report

Complete reports section by section with progress visible across assignment, boundaries, property details, building details, legal details, valuation details, and amenities.

  • Step-by-step report sections
  • Progress counts per section
  • Standardized property fields

Banks

Keep bank names, branch records, creation dates, and contact actions organized in a searchable register for every panel relationship.

  • Searchable bank list
  • Branch-level records
  • One-click contact access

AI document analysis

Upload sale deeds, khata extracts, and supporting documents. Valzy reads the document and extracts key values automatically, saving time spent on manual review and data entry.

  • Sale deed and khata extraction
  • Suggested values ready to accept
  • Less manual document reading

Invoices

Manage invoice totals, unpaid, sent, overdue, and visible amount metrics above a full invoice register with status badges and invoice actions.

  • Invoice status summary
  • Due date and total tracking
  • Download, edit, and delete actions

Practice-grade operations

Everything you need to run your practice

Grow bank relationships

Join the Valzy panel and receive high-quality valuation assignments directly from leading lenders and mortgage firms.

Reduce admin work

Automate intake, status updates, and invoicing. Stop spending hours on emails and phone calls just to confirm status.

Deliver reports faster

Use our structured field app and templates to capture data and generate professional reports in half the time.

Scale your valuation practice with unified workflows

Connect your entire team and client base through one modern platform.

Core practice capabilities

Powerful tools designed for the modern valuation professional.

Bank and client management

Centralized database of all your bank panels, AMC clients, and individual property owners.

Field workflow

Structure your on-site data collection with our mobile-friendly web app. Capture photos and notes on the fly.

Report templates

Convert field data into beautiful, bank-ready PDF reports instantly using our library of standard templates.

Team management

Assign cases to field engineers, track their progress, and review their work before final submission.

Invoices and billing

Generate professional invoices automatically upon report delivery and track payments from clients.

Structured from intake to invoice

A seamless workflow designed to eliminate manual data entry.

01

Receive assignment

Accept assignments from banks or create your own for private clients with all property details pre-filled.

02

Inspect property

Field engineers capture photos and structured data on-site using the Valzy mobile web app.

03

Prepare report

Review field data, add comparables, and generate a professional valuation report using your custom templates.

04

Deliver & invoice

Send the final report to the bank via Valzy and automatically generate and send your invoice.

Start growing your valuation practice

Join valuation professionals using Valzy to streamline their operations. Book a demo and we'll help you set up your practice.