Help center
Find your next step.
Search setup instructions, workflow reference and troubleshooting. For a guided introduction, start with the tutorials.
31 articles
Getting started
Set up your account, complete your first inspection, configure the mobile app, and add your MLSs.
- Getting started with ValueSwellCreate your account, find your way around the dashboard, and learn where each part of the appraisal workflow lives.
- One assistant, five connected processesUse the ValueSwell assistant to navigate your appraisal, review evidence, and make factual corrections across five connected processes.
- Complete your first inspectionWhat to do on your first field inspection — from opening the assignment to capturing photos and notes, and what happens after you sync.
- Set up your MLSSave permitted MLS evidence in your workfile and review each extracted fact against its source.
Field inspections
Voice capture, photo tagging, room-by-room workflows, measurements, GPS tracking, and offline mode.
- Turn a field sketch into a drawing you can verifyCheck geometry, labels and calculated area before using a draft drawing.
- Recover from an interrupted inspection uploadFind what is saved before retrying, signing out or removing the app.
- Voice capture in the fieldHow to capture observations by voice during an inspection, and how to keep the result organized and accurate.
- Photo tagging and organizationTag photos to rooms as you capture them so they organize themselves into the right parts of the report.
- Room-by-room inspection workflowsA consistent room-by-room approach keeps an interior inspection complete and easy to reconstruct later.
- Working offline in the fieldPrepare for poor connectivity, preserve local captures and verify uploads before closing an inspection.
Report generation
UAD 3.6 forms, MISMO XML output, workfile assembly, compliance checks, and report delivery.
- Working with UAD 3.6 formsWhat the UAD 3.6 form workflow looks like and why structured data, not layout, is what you focus on.
- MISMO XML outputHow ValueSwell produces MISMO XML for delivery to clients and submission portals, alongside the PDF.
- Workfile assemblyCheck that the evidence, review decisions, final report and delivery receipt remain retrievable.
- Compliance checksHow automated compliance checks flag issues before submission, and how to resolve a flag.
- Delivering a reportReview evidence, finalize the report, inspect its actual output and confirm recipient delivery.
- Messages on an orderWhere to find messages about an assignment, how to reply, and why replies route the way they do.
- Revisions and reconsiderations of valueWhat happens when a delivered report comes back, and how to work a revision request or an ROV.
- Your signature and stampUpload your signature and seal once, and understand how they are applied to a finished report.
Comparable sales
Finding comps, making adjustments, market analysis tools, and working with MLS data.
Report converter
Supported upload formats, the conversion process, and reviewing and editing converted reports.
- Uploading a report to the ConverterHow to bring an existing report into the Converter, what happens after you upload, and how to review the result.
- Supported upload formatsWhat file formats the Converter accepts and how to get the best result from an upload.
- Reviewing and editing converted reportsHow to review and correct a converted report before you rely on it.
Account & billing
Subscription plans, team management, and API key configuration.
- Place an order and keep everyone alignedMove from a clear request to tracking, communication and report receipt.
- Coordinate an AMC order from intake to QCA practical sequence for client instructions, panel assignment, review and delivery.
- Check team access and choose the right message audienceKeep access deliberate and conversations attached to the work.
- Make notifications useful and verify deliveryCheck preferences, device permissions and the order itself.
- Subscription plansCheck current plan terms, finalized-report usage and billing before changing your subscription.
- Getting paidHow to set up payouts for marketplace work, and when payment is released to you.
- Deleting your accountWhat deleting your account removes, what is retained for compliance, and why.