Bulk property valuation workflows for firms that manage many owners.
Valuation Ready Partners is the dedicated portal front door for tax accountants, accountancy firms, real estate agencies and property managers who need repeatable valuation evidence without building a valuation admin desk.
For tax accountants and accountancy firms
Your pain point is not one valuation. It is the repeated admin of identifying clients, collecting property details, tracking evidence, chasing status and keeping work moving before tax, SMSF and CGT deadlines.
- Bulk workflows for CGT, SMSF annual valuation evidence, estates, transfers and general market-value records.
- Wholesale pricing designed to leave room for your firm's coordination and client communication cost.
- Client-book segmentation and reminders so valuation work is not rebuilt from scratch each year.
- Sales kit language your team can adapt for compliant client communication.
For real estate agencies and property managers
Your team already knows when owners are thinking about rent, sale timing, transfer, probate, SMSF property or investment decisions. The partner workflow lets you help without giving tax or legal advice.
- Introduce or bulk-submit owners who need independent market-value evidence.
- Choose wholesale, disclosed referral or client-paid direct order models, subject to legal/disclosure review.
- Keep the relationship visible while qualified valuers complete the valuation independently.
- Reduce manual follow-up with one intake path and consistent status tracking.
Batch upload designed for client books
The future partner portal will support both CSV and Excel workflows. FlowPilot remains the internal fulfilment and revenue-recognition engine; this partner site is the public intake and onboarding surface.
Required columns
client_name, client_email, property_address, client_consent_confirmed.
Optional routing fields
property_state, purpose, requested_tier, partner_reference, notes.
Operational tracking
Parent batch, child valuation requests, accepted/rejected rows, SLA state, finance state and partner attribution.
Partner pricing
Indicative, inc GST. Partner economics must preserve valuer independence and be reviewed against professional, disclosure and state licensing obligations.
Register partner interest
Tell us your segment, expected volume and whether CSV or Excel batch upload matters. This temporary launch form opens your email client; the secure partner portal will replace it.
General information only. This partner site does not provide tax, legal, financial or SMSF advice. Valuer independence is never affected by partner source, volume, discount or referral arrangement. Do not submit client personal information until the consent-controlled partner portal is live.