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Find answers, learn best practices, and get the most out of ValueSwell for your appraisal workflow.
Getting Started
Set up your account, complete your first inspection, configure the mobile app, and add your MLSs.
4 articles
Getting started with ValueSwell
Create your account, find your way around the dashboard, and learn where each part of the appraisal workflow lives.
ReadUnderstanding the agent team
What the assistant "agents" do in ValueSwell, how the work is divided, and why a licensed appraiser stays in control.
ReadComplete your first inspection
What to do on your first field inspection — from opening the assignment to capturing photos and notes, and what happens after you sync.
ReadSet up your MLS
Tell ValueSwell which MLSs you belong to and verify subjects through your own MLS login — no passwords stored, nothing to authorize.
ReadField Inspections
Voice capture, photo tagging, room-by-room workflows, measurements, GPS tracking, and offline mode.
4 articles
Voice capture in the field
How to capture observations by voice during an inspection, and how to keep the result organized and accurate.
ReadPhoto tagging and organization
Tag photos to rooms as you capture them so they organize themselves into the right parts of the report.
ReadRoom-by-room inspection workflows
A consistent room-by-room approach keeps an interior inspection complete and easy to reconstruct later.
ReadWorking offline in the field
How offline-first capture works, so a weak signal on the property never costs you data.
ReadReport Generation
UAD 3.6 forms, MISMO XML output, workfile assembly, compliance checks, and report delivery.
8 articles
Working with UAD 3.6 forms
What the UAD 3.6 form workflow looks like and why structured data, not layout, is what you focus on.
ReadMISMO XML output
How ValueSwell produces MISMO XML for delivery to clients and submission portals, alongside the PDF.
ReadWorkfile assembly
How your workfile comes together as you work, and why keeping it complete matters for retention.
ReadCompliance checks
How automated compliance checks flag issues before submission, and how to resolve a flag.
ReadDelivering a report
The final steps to review, sign off on, and deliver a finished report to your client.
ReadMessages on an order
Where to find messages about an assignment, how to reply, and why replies route the way they do.
ReadRevisions and reconsiderations of value
What happens when a delivered report comes back, and how to work a revision request or an ROV.
ReadYour signature and stamp
Upload your signature and seal once, and understand how they are applied to a finished report.
ReadComparable Sales
Finding comps, making adjustments, market analysis tools, and working with MLS data.
3 articles
Report Converter
Supported upload formats, the conversion process, and reviewing and editing converted reports.
3 articles
Uploading a report to the Converter
How to bring an existing report into the Converter, what happens after you upload, and how to review the result.
ReadSupported upload formats
What file formats the Converter accepts and how to get the best result from an upload.
ReadReviewing and editing converted reports
How to review and correct a converted report before you rely on it.
ReadAccount & Billing
Subscription plans, team management, and API key configuration.
3 articles
Subscription plans
How plans work, including the rule that only signed reports count toward your usage.
ReadTeam management
Coming soonGetting paid
How to set up payouts for marketplace work, and when payment is released to you.
ReadDeleting your account
What deleting your account removes, what is retained for compliance, and why.
ReadAPI key configuration
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