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Delivery Details

This tab is where you define how and when the valuation report will be handled and specify which documents will be included in the terms of engagement.

1 - Delivery

Report Delivery
  1. Report Delivery Method: Choose how the reports will be handled to the client. Options include hard copy delivered by hand, soft copy (PDF) delivered by email, and multimedia support.

  2. Support Clarifications: Specify any important details regarding the delivery of documents. Example: If the report is to be delivered by hand, indicate the preferred time and location.

2 - Operation dates

Operation Dates
  1. Date of Instruction: Enter the date on which the terms of engagement are signed.

  2. Date of Completion: Enter the date by which the full assignment should be finished and handed to the client.

3 - Documents to be included in the T0E

Documents to be included in Terms of Engagement
  1. List of Available Documents: A list of documents available for either the valuer, their team, or the agency. These documents can be uploaded in the profile pages of each of these stakeholders.

  2. Add Document: If needed, additional documents can be uploaded here.

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