Job intake portal
Solicitors, accountants and private clients lodge instructions online with the documents attached. Emails become jobs too.
Valuation job management software for valuers
Valuers: jobs in, reports out, no email chasing. Value more, chase less.
Instructions turn up in five inboxes, access gets sorted over six phone calls, field notes get typed up at 9pm and the solicitor rings twice to ask where the report is. We build job, inspection and report delivery systems for valuation firms, then we host them and look after them.
Looking for valuation job management software that handles more than the lender panel work?
Lender work comes through Valex or Valocity and mostly behaves itself. Everything else is the problem. Family law and deceased estate jobs from solicitors, SMSF and CGT work from accountants, pre-purchase and insurance jobs from private clients, plus the odd retrospective that needs digging. Each one arrives a different way, gets quoted a different way and ends up in a spreadsheet somebody has to keep current between inspections.
Wollopit builds custom software for valuation firms around how your office actually works. Instructions land in one queue whatever their source. Access gets booked with tenants and occupants without phone tag. Notes and photos go straight from site into the report draft. Reviews and sign-off are tracked and reports are released through a secure portal once the invoice is paid. We work alongside the panel platforms you're stuck with and look after the lot on our own servers.
01The problems
What we hear from valuers
Does your valuation firm have these problems? Here's how we'd fix them.
Most valuation firms we talk to are brilliant at the actual valuing. It's the admin wrapped around every job that eats the day.
- The problemInstructions everywherePanel jobs in one portal, solicitors by email, accountants by phone and private clients through the website form. Something always slips.How we fix itOne job queue. Panel jobs are pulled in, emails and web forms become jobs automatically and nothing lives only in someone's inbox.
- The problemQuoting private work by handEvery family law or SMSF enquiry gets a custom email quote, then nobody follows up and half of them go cold.How we fix itQuote templates by job type and property, sent in minutes with online acceptance and terms of engagement signed in the same step.
- The problemAccess is phone tagCalling tenants, agents and occupants three times to get through the door, then the time gets forgotten.How we fix itOccupants pick an inspection slot from a link, get SMS reminders and can reschedule without ringing the office.
- The problemValuers zigzagging across townInspections booked as they come in so the day is spent in the car instead of on site.How we fix itInspections grouped by area on a map so each valuer gets a sensible run and the office can see the whole week.
- The problemField notes typed up at nightScribbles on a clipboard and 200 photos on a phone, all retyped into the report after dinner.How we fix itA field app for room-by-room notes, measurements and tagged photos that drop straight into the report draft. Works without signal.
- The problemClients ringing for updatesSolicitors and accountants chasing where their report is while you're trying to write it.How we fix itClients see live job status in a portal and get automatic updates when it's inspected, in review and ready.
- The problemReview and sign-off is a bottleneckDrafts sit in someone's inbox waiting for a senior valuer to check them. Due dates fly past.How we fix itA review queue with due dates, checklists and comments so sign-off happens in order and nothing gets missed.
- The problemReports go out before they're paidA private client gets the PDF by email, the invoice gets ignored and you're chasing $800 for months.How we fix itReports released through a secure portal once payment clears, with pay-on-release by card built in.
- The problemEmailing reports nobody can trackPDFs attached to emails, forwarded around and no idea who has which version.How we fix itSecure downloads with version control, access logs and links that expire, so you know exactly who received what.
- The problemInvoicing done separatelyJobs finished in one place and invoiced in Xero from memory at month end.How we fix itInvoices raised automatically as jobs are completed and synced to Xero or MYOB with the job reference attached.
- The problemNo idea what's overdueTurnaround times live in people's heads until a lender or solicitor complains.How we fix itA board showing every job by stage with overdue alerts and turnaround reports by client and valuer.
- The problemComparable evidence scatteredSales evidence from past jobs sits in old reports and nobody can find it again.How we fix itA searchable library of your own past jobs and evidence by suburb, property type and date.
02What we build
Solutions
What we build for valuers. Usually all talking to each other.
Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.
Online quotes & engagement
Quote templates by job type, online acceptance and terms of engagement signed digitally.
Panel job sync
Lender jobs from your panel platform pulled into the same queue so the whole workload is in one view.
Inspection scheduling
Occupants and agents pick a time from a link, with SMS reminders and easy rescheduling.
Run planning
Inspections mapped by area so each valuer's day makes sense and travel time drops.
Field inspection app
Notes, measurements, checklists and tagged photos on site, working offline and synced back to the office.
Report drafting tools
Field data dropped into your report templates so valuers start writing from a filled-in draft.
Review & sign-off queue
Draft reports routed to reviewers with due dates, checklists, comments and a sign-off record.
Client status updates
Automatic emails and SMS as jobs move from booked to inspected to ready.
Secure report delivery
Reports released online with download logs, version history and expiring links.
Pay on release
Private clients pay by card in the portal and the report unlocks the moment it clears.
Invoicing & Xero sync
Invoices created as jobs complete and pushed to Xero or MYOB with job references.
Client portal
Repeat clients see every job, report and invoice in one login.
Past jobs & evidence library
Search your own previous jobs by suburb, property type and date to find evidence fast.
A website that wins work
Quick on mobile, clear about your services and built to rank for 'property valuer' in your area.
03The systems
The big ones
Your whole valuation firm, on one system.
These are the systems valuation firms need most. Each one works on its own and they get properly useful when they're joined up.
Job intake & quoting
Every instruction in one queue, whoever sent it.
Panel jobs, solicitor emails, accountant referrals and website enquiries all land in one place as proper jobs. Private work gets quoted from templates and accepted online, so the job is booked before the client has time to shop around.
- Online instruction form for each client type
- Emails turned into jobs automatically
- Panel jobs pulled into the same queue
- Documents attached to the job
- Quote templates by job type
- Online acceptance and terms of engagement
- Conflict of interest check
- Due dates set from the instruction
- Jobs assigned to valuers by area or type
- Quote follow-up reminders
Inspections & access
Access sorted without the phone tag.
Tenants, owners and agents get a link to pick an inspection time that suits your valuer's run. Reminders go out automatically and the office sees every inspection on a map, not a whiteboard.
- Occupants pick a slot from a link
- SMS and email reminders
- Self-service rescheduling
- Agent and tenant contact details on the job
- Inspections mapped by area
- Daily runs for each valuer
- Access notes, keys and pets flagged
- Calendar sync with Microsoft 365
- No-show and access-refused tracking
- Booked time shown in the client portal
Field inspection app
Notes and photos straight from site into the report.
Valuers record the inspection room by room on their phone or tablet. Photos are tagged as they're taken and everything syncs to the job, so the report starts half written instead of from a blank page at 9pm.
- Room-by-room inspection checklists
- Measurements and condition ratings
- Photos tagged to rooms and features
- Works offline in the hinterland
- Voice notes on the go
- GPS and time stamp on each inspection
- Checklists by property type
- Syncs to the job when back in signal
- Field data dropped into report templates
- Missed-item prompts before leaving site
Review & delivery
Reviewed, signed off, paid and delivered.
Drafts move through a review queue with due dates and checklists, so senior valuers sign off in the right order. Once it's approved the report goes out through a secure portal and private clients pay to unlock it.
- Review queue sorted by due date
- Review checklists and comments
- Sign-off record for each report
- Version history on every draft
- Secure report download links
- Download logs and expiring access
- Pay-on-release for private clients
- Automatic status emails and SMS
- Invoices synced to Xero or MYOB
- Overdue and turnaround alerts
Client portal & reporting
Clients stop chasing. You see the whole firm.
Solicitors, accountants and repeat clients log in to lodge jobs, check status and download reports and invoices. The office gets a live board of every job by stage and reports on turnaround, workload and fees.
- Client logins for firms and individuals
- Lodge new jobs from the portal
- Live status on every job
- Reports and invoices in one place
- Multiple users per client firm
- Job board by stage
- Turnaround by client and valuer
- Workload per valuer
- Fees by job type and client
- Searchable past jobs by suburb
04How it changes
Before and after
A family law valuation, wolloped.
Here's how a single private job could change. Every valuation firm is different, so we map yours first.
Before
- Solicitor emails an instruction that sits in one person's inbox
- Quote typed up by hand and followed up three days later
- Five phone calls to arrange access with the tenant
- Notes on a clipboard and photos typed up after dinner
- Solicitor rings twice asking for an update
- Report emailed as a PDF and the invoice chased for a month
After
- Solicitor lodges the job through the portal with documents attached
- Quote sent from a template and accepted online
- Tenant picks an inspection time from a text message
- Notes and photos captured on site and dropped into the draft
- Solicitor sees the status update on their own
- Report reviewed, paid for and downloaded securely
05Services
Everything under one roof
Software, websites and systems for valuers.
Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.
Custom software for valuers
Built around how your valuation firm actually runs: job intake portal, online quotes & engagement and the admin in between, in one system you own.
Websites for valuers
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Valuation firm system upgrades
Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.
Apps and portals for valuers
Panel job sync and inspection scheduling: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Valex, Valocity and Cotality RP Data so information moves on its own and nobody retypes it.
Hosting, support and care
Managed hosting, updates, backups and security for your valuation firm, looked after by the people who built it.
06Integrations
Connections
Plays nicely with what you already use.
We connect to the tools you rely on, work alongside the panel platforms you have to use and replace the ones holding you back.
- Valex
- Valocity
- Cotality RP Data
- PriceFinder
- Nearmap
- Metromap
- Landchecker
- InfoTrack
- realestate.com.au
- Domain
- Xero
- MYOB
- Stripe
- DocuSign
- Microsoft 365
- Google Maps
- Mailchimp
07How we work
The process
Some people dip their toe in. We turn up in a rebreather.
We get properly below the surface of your valuation firm: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.
- 01
Think
We sit with your office staff and ride along on an inspection day, then work out where jobs are actually getting stuck.
- 02
Archi-tech
We plan it before writing code: your client types, panel work, inspections, report templates, review steps, billing, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually intake or inspection booking first, so you get a win before the next busy month.
- 04
Look after
We host it, maintain it and keep improving it. When something breaks you call the people who built it.
08Questions
FAQ
Things valuers ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Can lenders, solicitors and accountants all lodge jobs?
Yes. Each client type gets the right instruction form and documents can be attached. Panel jobs can be pulled into the same queue so everything is in one view.
Do we have to stop using Valex or Valocity?
No. Lender panels require them, so we build around them. Panel work sits alongside your private work in one queue and the panel platform stays where it is.
Will the field app work without phone signal?
Yes. Notes, measurements and photos are saved on the device and sync to the job once you're back in range.
Can reports be held until the client pays?
Yes. Private clients can pay by card in the portal and the report unlocks once payment clears. Firms on account can be set to receive reports straight away.
Is the report delivery secure?
Reports are delivered through private logins or expiring links with download logs, so you know who accessed what and when. It's far tighter than emailing PDFs around.
Do we have to change our report templates?
No. We work with the templates you already use and fill them with the job and inspection details, so valuers start from a draft instead of a blank page.
How much does a valuation system cost?
It depends on what you need, so we quote up front once we understand it. No surprise invoices, no lock-in and you own what we build.
How long does it take?
Smaller pieces like an intake portal or inspection booking can be quick. Bigger systems are planned in stages so you get the first win early instead of waiting for everything at once.
Who looks after it once it's built?
We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.
We already have systems. Can you upgrade them instead of starting again?
Usually, yes. Most valuers we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.
Contact
Got a valuation firm problem? Consider it wolloped.
Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.