Rating Case ManagerProfessional rating softwareUser login How it works · Reports
Bring case evidence into the reporting workflow.
Start with the selected CRM case, review the subject and supporting evidence, then check the report before export.
Start from the correct case
Select the case in CRM and use Comps / Quick Report to open the reporting workflow.
- Check the selected case and site address.
- Confirm the linked assessment and rating list.
Review subject evidence
Verify the property's identity and valuation details before building your analysis.
- 1
Compare the address and identifiers with the case.
- 2
Check the assessment and valuation details.
Review occupation and comparable evidence
Bring together the evidence relevant to your instruction and assess the comparables you intend to rely on.
- 1
Review occupation evidence and its sources.
- 2
Check comparable assessments and explain material differences.
Review and export
Review the subject report and supporting evidence before preparing the case package for its intended audience.
- 1
Check figures, narrative and supporting evidence.
- 2
Complete professional review before sharing the output.
See the workflow with your team.
Request a walkthrough focused on the casework you manage.