Getting Started
Getting started with ValueSwell
Create your account, find your way around the dashboard, and learn where each part of the appraisal workflow lives.
ValueSwell brings the pieces of an appraisal assignment into one workspace: incoming orders, the field inspection, the report draft, and final delivery. This guide walks through the first few steps so you know where things are before your first real order arrives.
Create your account
Sign up with your work email and pick the account type that matches how you work — appraiser, order originator, or AMC. Your account type decides which dashboard you land on and which tools you see; you can reach out to support if you picked the wrong one.
After signing up, complete your profile. A complete profile helps the rest of the workflow route work to you correctly.
Find your way around
The left sidebar is your map. It groups the screens you use most — your order list, the Converter, and your account settings — so you can move between them without losing your place.
The top bar carries breadcrumbs for the page you are on, notifications, and a global search you can open with Command-K (Control-K on Windows) to jump to any screen or order quickly.
Where to go next
If you want to bring an existing report into ValueSwell, read "Uploading a report to the Converter." If you are curious how the assistant features fit together, read "Understanding the agent team."