The product provides a full workflow and valuation tool enabling surveyors to work faster and gather information more easily. Valuation evidence can be better organised and more easy accessible reducing the average valuation time by 30%.
The whole valuation process and associated workflow can be recorded in an electronic format meaning any associated documents or files are stored within the case file as per RICS regulations.
The product allows management and surveyors to see work being done across their business, to share data, research and collaborate.
When a job is setup, a surveyor can research information from many sources and store the information in the system. Comparables can be searched, aggregated and extracted into bespoke reports.
A surveyor can take photos and upload them from their smartphone. Bespoke data capture forms can be setup to collect information which will form the basis of the valuation report saving time and effort.
The powerful document management facilities and allows all regulatory documentation such as quotations, terms of engagement and valuation reports to be produced through our direct integration with Microsoft Word.
Using our standard email integration features, all email correspondence can be stored at a click of a button directly from your Outlook inbox.
In a single click, the whole process and every element of data and research can be archived and saved, providing that vital evidence should a client or legal team require it.
Agency Pilot CRM integrates with EPC, Planning, Land Registry and Business Rates to provide a one-stop shop of information to aid the surveyor.