See what needs you
Orders, deadlines, and attention queues.
APPRAISAL BUSINESS MANAGEMENT SOFTWARE
Your appraisal business.
In focus.
See what needs attention. Keep every assignment connected. Bring orders, inspection planning, clients, and business workflows into a clearer workspace—built for independent appraisers and growing firms.
For independent appraisers and firms · Access confirmed in your walkthrough
Keep the record together
Documents, conversations, and assignment context.
Run the business behind it
Clients, invoices, and recorded receipts by plan.
YOUR DAY, IN FOCUS
Open your workspace.
Know where to start.
A full pipeline should come with a clear next step. Bring the work that needs attention into view, from an unscheduled inspection to a revision or an overdue invoice.
- Search by property and focus on your assignments.
- See due dates, responsibilities, and workfile status.
- Use shared attention queues as your firm grows.
VALARI / YOUR WORKDAYSample data
START HERE
A clear next move.
Needs attentionMy workDue soon
123 Maple AvenueResidential · Sample client A
Plan inspectionAssigned appraiser
Schedule456 Oak Ridge DriveResidential · Sample client B
Review requested changesAssigned reviewer
Revision789 Cypress LaneResidential · Sample client A
Follow up on invoiceOffice manager
OverdueIllustrative layout. Shared queues and review workflows vary by plan.
123 MAPLE AVENUE / WORKFILEIllustrative layout
The context behind the conclusion.
Assignment record / Sample property
01
EngagementClient, property, scope, and assignment details
Context02
Source materialDocuments, photos, and supporting evidence
Sources03
InspectionAppointment planning and checklists
Plan04
ConversationsInternal coordination and client-shared updates
PeopleFirm workspace features depend on plan and enabled access.
LESS SEARCHING. MORE CONTEXT.
One assignment.
A connected record.
Return to the work with the engagement, evidence, and conversation close at hand. Give the next person enough context to carry the assignment forward.
- Keep original source material with the workfile.
- Distinguish internal notes from client conversations.
- Prepare draft material with your own reusable wording.
Your analysis and valuation conclusions remain yours. Review all draft material before using it in your final work.
THE BUSINESS BEHIND THE APPRAISAL
Keep the work moving.
Keep the business in view.
Your relationships, organized.
Keep your own client directory and firm workfiles alongside assignments from Valari customers on firm plans.
Know what remains outstanding.
Connect invoices, recorded receipts, balances, and accounting exports. Recorded receipts track payment history; they do not process a payment.
A workspace that fits your firm.
Coordinate roles and assignments. Larger-team plans add shared queues, capacity management, and review workflows.
A CLOSER LOOK AT YOUR WORKSPACE
Built for the work. And the business behind it.
Connect the operational details around the assignment so your expertise has more room to do its work. Features depend on plan and enabled access.
01 / WORKFILE ORGANIZATION
Know where the work stands.
Create, search, filter, and update workfiles without rebuilding the assignment’s context each time you return to it.
- Property and assignment details
- Workfile status and attention queues
- Connected engagement and client information
02 / SOURCE MATERIAL
Keep the evidence within reach.
Bring original photos and source documents into the assignment record. Preview supporting files and keep the material behind your analysis close.
- Workfile document and photo organization
- PDF and image previews
- Source material linked to the assignment
03 / INSPECTION PLANNING
Give the next appointment context.
Keep inspection planning and assignment activity alongside the workfile. Make the upcoming work visible to the people responsible for it.
- Inspection calendar and planning
- Team capacity settings
- Assignment-linked checklists
04 / DRAFT PREPARATION
Build from your own expertise.
Organize reusable text and work with draft report tools while keeping supporting material close. Review the wording and conclusions before they become part of your final work.
- Reusable report-text library
- Draft report preparation tools
- Appraiser-controlled review and decisions
05 / FIRM COLLABORATION
Make the handoff easier.
Give office staff, appraisers, and reviewers a shared place to coordinate responsibilities. Match team access to the roles in your firm.
- Staff profiles and assignment responsibilities
- Team roles and permissions
- Review and revision workflows by plan
06 / BUSINESS WORKFLOW
Connect the work and the business.
Firm plans extend beyond the document record. Keep clients, invoices, recorded receipts, and business exports connected to your operation.
- Client directory and firm workfiles
- Invoices and recorded payment receipts
- Accounting exports and firm reporting by plan
A CONNECTED WAY TO WORK
From the first detail
to the next step.
Bring the assignment together
Start with the engagement, property, client, and assignment details. Keep the workfile organized around the record you will build.
Connect the supporting work
Organize source documents and photos, plan the inspection, and prepare draft material with your own analysis and review.
Coordinate the next handoff
Keep responsibilities and updates visible to your firm. Use the review and business workflows available in your plan to carry the work forward.
A CLEAR PATH FOR YOUR PRACTICE
Independent today.
Room to grow tomorrow.
Choose portal access for Valari customer orders, or a firm workspace for your own business. Pricing and activation are confirmed before you commit.
Personal portal access
Portal Only
Accept and complete orders from Valari customers using your existing report software.
Rate to be announcedExplore plan details →1–3 users
Small Business
Manage your own clients and workfiles alongside Valari customer assignments.
Price to be announcedExplore plan details →4–25 users
Medium Business
Coordinate a larger team in one firm workspace.
Price to be announcedExplore plan details →26+ users
Enterprise
Plan a workspace for a larger organization with a tailored rollout.
Custom pricingExplore plan details →CONSIDERING A CHANGE?
Bring your workflow.
Ask the hard questions.
Moving from ANOW, Appraisal Inbox, or a spreadsheet? Compare Valari against the work you actually do. Bring a representative assignment and your must-have requirements to a walkthrough.
Request an appraiser walkthrough →Your daily workflow
Order sources, inspection planning, responsibilities, review, and client updates.
Your software and data
Report software, calendar needs, integrations, and historical records you want to bring.
Your launch plan
Available features, import scope, pricing, onboarding, and support before activation.
Migration services, named integrations, offline use, and report-software exports require confirmation. A walkthrough does not start a paid subscription.
FIND YOUR FIT
Your practice. Your right-sized workspace.
Choose a path that matches how you work: a portal for Valari customer assignments, a firm workspace for your own business, or a larger-team rollout.
- ✓ Portal Only for Valari customer assignments
- ✓ Small Business for 1–3 active users
- ✓ Medium Business for 4–25; Enterprise for 26+
WHAT HAPPENS NEXT
- Tell us about your business
Select your role and share the part of your workflow you want to improve.
- Confirm the right fit
We review your needs and confirm available features, access, and commercial terms.
- Plan your first steps
Suitable applicants receive the next steps for a walkthrough or onboarding.
MAKE AN INFORMED NEXT MOVE
Your questions.
Clear answers.
Understand the scope before you make a change to your business.
Which plan should I start with?
Portal Only supports assignments from Valari customers using your existing report software. Small Business is for 1–3 active firm users; Medium Business is for 4–25; Enterprise is for larger organizations with an agreed rollout. Visit appraiser plans for the current scope and pricing availability.
Can I manage my own clients and assignments?
Firm subscription plans include your own client directory and workfiles alongside Valari customer assignments. Portal Only is limited to Valari customer assignments.
Can my office staff and reviewers use it?
Firm plans support team assignments, roles, and permissions. Shared review, capacity, and larger-team functions vary by plan. All active firm users, including owners and office staff, count toward plan size.
Does Portal Only include report authoring?
Portal Only is designed to accept and complete Valari customer orders using your existing report software. Draft report tools and a firm workspace belong to the firm plans.
Can I switch from ANOW, Appraisal Inbox, or spreadsheets?
Bring your current workflow and a sample of the records you need to retain. We will review the available import path, historical data requirements, onboarding, and support before agreeing to a rollout. An automatic migration from another provider is not currently promised.
Does Valari replace my report-writing software?
Portal Only works with your existing report software. Firm plans include draft preparation tools, but confirm your required forms, formats, exports, and delivery requirements before changing your report-writing workflow. Named report-software integrations and UAD 3.6 exports are not included automatically.
Does billing include online payment processing?
Firm plans include invoices, recorded payment receipts, balances, and accounting exports. Recording a receipt does not collect money or confirm a bank settlement. Confirm payment-provider availability and any transaction terms before activation.
How much does it cost, and can I see it first?
Request a walkthrough to review the workspace and plan fit. Published plan prices are not yet available; pricing, feature access, onboarding, and support are confirmed before a paid commitment. Applying does not start a subscription.
What about calendar sync, mobile access, and offline work?
Inspection planning and calendar features vary by plan. Discuss your devices, calendar provider, field workflow, and connectivity needs in your walkthrough. Two-way calendar synchronization, a native mobile app, and offline operation are not promised as included features.
Will Valari decide my valuation conclusions?
No. Professional observations, analysis, and valuation conclusions remain the appraiser’s responsibility. Draft and organizational tools support your work and require your review.
BUILT AROUND YOUR EXPERTISE.
Bring your work
into focus.
Let’s see how Valari fits the way your business works.
Request an appraiser walkthrough →For independent appraisers and firms · Access confirmed in your walkthrough