Adding a Sale or Lease to the Database – ValuePRO

Sales and Leases are stored in the ValuePRO database so that evidence can be made available to all jobs. Sales and Leases can be added via manual entry, or by automatic import from CoreLogic.

Automatic Sales Import

If ValuePRO has been configured with an CoreLogic setup, then you will receive automatic imports of relevant sales data for a subject property each time a new valuation is made.

To trigger a CoreLogic sales import, simply add a new valuation for a property. The CoreLogic request will be made automatically, and the relevant sales will be added to ValuePRO.

The ‘Job History’ tab of the Job Status window will indicate when sales have been imported from CoreLogic.

You can also view the imported sales data from the ‘Sales Data’ page. Jobs imported from CoreLogic will display an ‘CoreLogic’ logo. These sales will also be available for all current and future valuations.

Manually add Sales and Leases

Sales and Leases can also be entered into the sales and lease database manually. Sales and leases utilise their own Data Entry Template, which can be customized similarly to a Valuation Data Entry Template.

Adding a new Sale or Lease from a Job Card

Adding a new Sale or Lease from a Valuation Job Card will automatically assign the new Sale or Lease to the subject valuation.

Open the subject valuation, and from the Sales tab press the ‘Add Sales’ button

In the pop-up window, press the ‘Add New Sale' button

Follow the prompts in the pop-up window to enter the property information for the new sale.

After entering the property information, the new sale will be added. Open the Sale Card to enter sales information in the Data Entry Template, just as you would with a Valuation.

NB: Adding a Lease can be done in a similar manner from the ‘Leases’ tab.

Adding a Sale from the Sales Data page (or Lease from the Lease Data page)

From the Sales Data page, click the ‘Add New Sale’ button