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Valex Integration

  • Updated

The Valex integration allows your ValuePRO application to communicate with your Valex account. This establishes a bi-directional capable link between Valex and ValuePRO, allowing Valex to send ValuePRO new valuation requests and updates to existing valuation jobs and in turn, allows ValuePRO to send workflow updates for valuations jobs and completed valuation requests back to Valex.

 

Requirements of Valex Integration

You must have an existing ValuePRO application with Valex integration setup and a valid panel account in the Valex system before proceeding. If you do not have a panel account in the Valex system, you will need to contact Valex directly to begin the process of becoming a panel member.

 

How It Works

The diagram below shows the main workflow of receiving and completing a Valex job within ValuePRO.  

How-It-Works.png
 
Basic requirements for the ValEx integration to work:
1. You must have an active ValEx account.
2. The Valex setup in ValuePRO is done via Valex and ValuePRO both, arrangements start from you requesting it at both ValuePRO and Valex.
 

Job Workflow - Comparison

ValEx have the following job status
  • Logged
    • Job has been received in ValEx
  • Accepted
    • Job has been accepted by Valfirm (and assigned to a Valuer)
  • Contacting
    • Contact with the on-site contact was unsuccessful
  • Appointment
    • An appointment to inspect the property has been made by the valuer 
  • Inspected
    • Property has been inspected by the Valuer
  • Delivered
    • Job has been completed
ValuePRO is an entire Valuation Management Platform, and the number of status' exceed that of ValEx. This is to allow for various scenarios encountered in direct private or when working with other valuation brokering platforms. Status' to note however are as follows:
  • Order Received/ Instructions Received
    • ValuePRO has received the ValEx Instruction
  •  Instructions Registered/ Instructions Accepted
    • Job has been accepted by the Valuation Firm - changing to this status will prompt to send ValEx a LIXI packet.
  • Valuer Allocated
    • Valuer has been assigned the Valuation - changing to this status will prompt to send ValEx a LIXI packet.
  • Inspection Contacting
    • this step is not mandatory - Valuation Firm is trying to contact the on-site contact for access
  • Inspection Appointment Made
    • Valuation Firm has successfully made an inspection time - changing to this status will prompt to send ValEx a LIXI packet.
      • Hot TIP: Set the Inspection Date field to change the status AND prompt to send ValEx a LIXI packet.
    • Inspection Delayed
      • Valuation firm was unable to completed the inspection
      • Hot TIP: Set the Inspection delayed field to change the status AND prompt to send ValEx a LIXI packet.
  • Valuer Report Completed
    • Valuation firm has finalized the report. At this stage it is up to the valuation form to either have a second valuer review and approve the report, or send the report directly.
  • Report Approved for Release/ Report Sent to Client

 

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