A sophisticated templating solution isn’t just nice to have; it’s a necessity for valuation firms.
Outdated and inconsistent templates lead to client dissatisfaction and wasted hours on revisions. After switching to a technology-enabled and sophisticated templating solution, reports become consistent, error-free, and much faster to produce.
Here are our top reasons for using a templating solution that sets you apart from your competitors, saves time, and looks beautiful, along with a few pointers on how to get there!
Enhanced Data Consistency
Manual report creation is fraught with errors. With a sophisticated templating solution, you ensure consistency and accuracy. The system integrates the latest regulatory and company-specific content, reducing the risk of outdated or incorrect information. You no longer have to worry about outdated references or incorrect data points, as the system ensures everything is current and accurate.
Increased Efficiency
Creating reports manually is time-consuming. A templating solution automates tedious tasks, speeding up the process and letting you focus on what really matters. This boost in efficiency doesn’t just improve productivity; it frees you up for more complex, valuable tasks. Spend more time on analysis and less on formatting and data entry.
Consistency
A templating solution ensures every report follows the same standards of formatting and content. This uniformity enhances the professional look of your reports and ensures all necessary information is included, meeting regulatory standards and client requirements. Clients who struggle with inconsistency transform their reporting process, delivering polished and professional reports every time.
Client-Specific Customisation
Manually tweaking reports for each client is a pain. A sophisticated templating solution automatically adjusts to meet these requirements, ensuring reports are spot-on every time. This means happier clients and fewer revision headaches. The Valos system can store specific client preferences and requirements, applying them automatically to each new report when that client is selected.
Reduced Errors
Manually copying and typing data from internal and external sources into reports is a minefield for errors and diverts focus from core valuation activities. Automation reduces this risk by seamlessly integrating property data into the appropriate sections of the template with customised wording and formatting. This means fewer errors, increased report quality, and more time spent on core valuation activities.
Improved Compliance
Ensuring all of your templates stay compliant with evolving regulations is tough. A templating solution keeps your reports up-to-date and ensures everyone internally is working off the latest version, reducing the risk of non-compliance. This is crucial when working in a regulated industry. The Valos system helps ensure that every report meets the latest compliance standards, so you don’t have to worry about falling foul of regulatory changes.
Streamlined Onboarding and Template Management
Implementing a templating solution is the perfect time to standardise your templates. Our process ensures all templates are consistent, professional, and compliant. Plus, we offer insights into best practices, enhancing your report quality even further. We guide you through the process, making it as smooth and efficient as possible so you can start reaping the benefits quickly. What’s more, Valos enables you to create a master template that dynamically adjusts based on specific criteria such as client, valuation purpose, date, location, or property use class. This eliminates the need for multiple templates and simplifies maintenance.
Intelligent Questionnaire and Shared Content Library
Valos guides valuers through a structured questionnaire to capture all relevant details and requirements, automatically populating the appropriate sections, paragraphs, caveats, and information in the template. This intelligent questionnaire ensures that no critical information is missed, and every report is consistent and accurate.
Centralising commonly used content and having it automatically reflected in all relevant templates ensures consistency and compliance across all reports. The shared content library in Valos allows for easy updates and maintenance of standardised content, enhancing overall report quality.
Version Control and Branding, and Word Add-In Integration
Ensuring usage of the latest approved template versions and maintaining a complete version history for easy reference and auditing is crucial. Valos provides robust version control and an audit trail, allowing you to track changes and maintain compliance effortlessly. With complete template customisation, layouts, styles, and branding elements are kept consistent, ensuring that every report aligns with your firm’s branding and professional standards.
Word Add-In Integration
If all that wasn’t enough, you can also leverage the familiarity of Microsoft Word for efficient template creation and maintenance through a dedicated Valos Word Add-In. This integration allows valuers to work within a known environment, reducing the learning curve and enabling a seamless transition to the new system.
By implementing the Valos templating solution, valuation firms can realise unparalleled efficiency gains, minimise risks, elevate report quality and professionalism, and ensure uncompromised consistency. Valos offers a user-friendly solution that addresses the underlying challenges faced by valuers and valuation firms when it comes to valuation report template management and writing.
The Valos templating software streamlines processes, minimises risks, elevates quality and consistency, and ultimately enables valuers to concentrate on their expertise while delivering professional and compliant reports.
If any of this sounds useful, we’d love to help. Whether it’s implementing Valos or simply looking at your current process and making some recommendations for improvement, we’re the people to speak to.