Lease_Northgate_Unit4.pdf
Property · Included
Rating Case ManagerProfessional rating softwareUser login How it works · Report App
Turn reviewed casework into a clear professional report.
The Report App brings case information, subject evidence, comparables, analysis and your company profile into one structured workspace before producing a client-ready output.
01
Case-linked workspace
Start the report from the live CRM case.
Open the Report App against a selected CRM record so the report begins with the correct case identity, client and subject property—not a blank document.
- Select the intended CRM case
- Carry the permanent case ID into the report
- Keep report work associated with its source record
ACTIVE REPORT CASE
DraftC-000242 · Northgate Retail Ltd
Unit 4, Northgate Park, Manchester M20 2AB
CaseSubjectEvidenceReport
ClientNorthgate Retail Ltd
ContactJordan Ellis
Case ownerSophie Evans
Rating list2026
BA referenceMAN/48291
Report purposeInitial valuation opinion
✓
CRM information loadedReview each section before it is included in the report.
Illustrative demonstration data
02
Subject property
Build a dependable subject-property record.
Review the property facts brought across from the CRM and VOA Link, then complete the report-specific description, location and occupation details.
- Confirm address, identifiers and current RV
- Review valuation summary and rating-list history
- Add inspection and location commentary
SUBJECT PROPERTY
VOA linkedUnit 4, Northgate Park
Manchester M20 2AB
NORTHGATE
Illustrative property imageLOCATION & SITUATION
The subject occupies a prominent unit within an established retail park approximately three miles south of Manchester city centre. Access is from Northgate Road with shared customer parking to the front.
Illustrative demonstration data and image
03
Evidence library
Keep every source visible and attributable.
Supporting files, saved URLs, location captures and VOA records sit together as report evidence. Users choose what belongs in the report rather than copying material between folders.
- Review evidence already attached to the case
- Organise location, tenancy and valuation sources
- Mark evidence for inclusion in the final report
CASE EVIDENCE
8 sources available
All 8Property 3Valuation 3Location 2
Assessment RA-1008421
Valuation · IncludedAuthoritative map URL
Location · IncludedInspection photograph 01
Property · IncludedProposed RV £82,000
Valuation · ReviewInstruction email summary
Property · IncludedIllustrative demonstration data
04
Comparable evidence
Explain the comparison, not just the numbers.
Add selected comparable properties from VOA Link, then record relevance, adjustments and surveyor commentary alongside the source facts.
- Bring scheme comparables into the report case
- Compare area, RV and valuation rate
- Record adjustments and professional reasoning
COMPARABLE EVIDENCE
Retail warehouse scheme · 2026
PropertyAreaRV£/m²Weight
Subject · Unit 4 Northgate Park1,248 m²£96,500£77.32Subject
Unit 2 Northgate Park1,190 m²£88,000£73.95High
Unit 7 Northgate Park1,315 m²£99,500£75.67High
Unit 3 Westway Retail Park1,205 m²£86,000£71.37Medium
SURVEYOR ANALYSIS
The two Northgate comparables provide the strongest evidence due to location, age and unit configuration. The Westway unit is secondary evidence and requires an allowance for its weaker trading position.
Illustrative demonstration data
05
Report builder
Review the report section by section.
The structured editor keeps the document complete and consistent while leaving professional conclusions with the surveyor. Sections can be reviewed, reordered and excluded before output.
- Work through a clear report structure
- Edit narrative with evidence visible alongside
- Preview included sections before generation
REPORT SECTIONS✓ Executive summary✓ Instructions3 Property description4 Rating assessment5 Comparable evidence6 Opinion7 Appendices
SECTION 3
Included ✓Property description
The subject comprises a modern retail warehouse unit of steel portal-frame construction beneath a pitched roof. Customer access is provided through a glazed entrance within the front elevation.
The accommodation extends to approximately 1,248 m² and is arranged predominantly at ground-floor level, with ancillary staff and storage accommodation.
The unit benefits from shared surface parking and servicing to the rear.
Saved against case C-000242
Illustrative demonstration data
06
Branded output
Produce a report that is ready for professional review.
Apply the organisation’s company profile and document template, preview the assembled report and download the required output without rebuilding the document manually.
- Use the saved company profile and branding
- Check report sections and appendices in preview
- Generate the supported downloadable formats
Rating Advisory PartnersBusiness rates specialistsUnit 4, Northgate Park
Manchester M20 2AB
- Prepared for
- Northgate Retail Ltd
- Case reference
- C-000242
- Rating list
- 2026
- Report date
- 18 August 2026
✓
Report readyAll required sections have been reviewed.
Illustrative company and case data
The connected workflow
Return to CRM or VOA Link.
See how case management and rating-list evidence feed the Report App without losing the permanent case identity.
See the real workflow
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