Comparables Valuation

This step-by-step guide walks you through the process of conducting your first valuation using the comparables approach or comparables method in InterVal. Follow these steps to ensure a smooth and efficient valuation process.

1 - Mandatory First Steps:

• 1 - Create Your First Assignment: Organize your Terms of Engagement (ToEs) and valuation projects.

• 2 - Learn How to Manage Your ToEs: Learn to create, edit, and track your ToEs.

• 3 - Create Your First ToE: Complete the tabs for 'general information', 'target properties', 'conflicts of interest', 'disclosures', 'delivery', and 'payment details'.

• 4 - Discover the Valuation Dashboard: Access key features and monitor your valuation projects.

• 5 - Mandatory First Steps of a Valuation: Record signed contracts..

• 6 - Prepare the Logistics of Your Inspection: Schedule and plan your property inspection.

• 7 - Conduct Your Inspection: Document findings and take photos.

• 8 - Define the Most Relevant Landmarks: Identify significant nearby landmarks.

• 9 - Carry On the Comparable Valuation: Select comparable properties and make adjustments.

• 10 - Design Your Reports: Customize the layout and presentation of your reports.

• 11 - Define Your Valuation Outputs: Include value conclusions, supporting data, and analysis in reports.

2 - Advanced:

• 12 - Create an Amendment: Update the original ToE as needed.

• 13 - Manage Payments: Track and process payments for services.

• 14 - Manage & Publish Your Audit Trail: Maintain and share a clear audit trail of activities.

• 15 - Discover the Online Repository: Securely share files, images and multimedia with clients.

• 16 - How to Complete a Project: Finalize and close out the valuation project.