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Property Valuation System
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Property Valuation System · Available now

Trace a valuation back to its property evidence.

Property Valuation System connects comparable sale evidence and reviewed adjustments to the units and leases that give them context. A coordinator records the sale address, date, price, area and source reference against a lease.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewLease Review Inbox
Property Valuation System · Leases

Lease Review Inbox

active waits for the lease reviewer

New lea
Leases in view
6
Total monthly rent
3,170
Review
6
Lease numberUnitTenantStarts atEnds atMonthly rent
LSS-33280Willow Terrace, unit 8Isabel Duarte18 Oct24 Oct190
LSS-29389Stonegate, unit 407Ethan Chen11 Oct16 Oct100
LSS-63786Willow Terrace, unit 8Lina Petrov30 Oct06 Nov830
LSS-52415Quay Lofts, unit 601Mei Tan18 Oct21 Oct590
LSS-67604Alder Court, unit 204Isabel Duarte27 Oct02 Nov940
6 of 6 records
Willow Terrace, unit 8Leases · LSS-33280
Review
TenantIsabel Duarte
Starts at18 Oct
Ends at24 Oct
Monthly rent190
Review leaseLSS-33280 · Willow Terrace, unit 8

Lease Reviewer decides whether the agreement can become Active for the linked unit.

Waiting for Lease Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
11
Saved views
14
Roles with set permissions
6
Reports and dashboards
8
Features

Property work with the unit in view

Every feature works on the same records. Pick one to see the screen your team works in.

Comparable sales

Keep dated sale evidence connected to the lease and property context used in a valuation.

  • Capture
  • Context
  • Use
  • Comparable sales
  • Leases
  • Units
Explore comparable sales
OverviewComparable Sale Register
Property Valuation System · Comparable sales

Comparable Sale Register

Comparable sales

New
Comparable numberProperty addressSale dateSale priceArea square feetSource reference
CS-9830426 Alder Street, two bedroom condo15 Oct200650County deed 2026-1841
CS-44004713 Birch Avenue, garden unit21 Oct470100County deed 2026-1907
CS-3504484 Harbor Lane, waterfront condo15 Oct940430MLS archive 26-0418
CS-17204318 Willow Road, townhome11 Oct400850County deed 2026-2056
CS-1902744 Stonecrest Drive, corner unit23 Oct120190Closing file 26-118
6 of 6 records
26 Alder Street, two bedroom condoComparable sales · CS-98304
Sale date15 Oct
Sale price200
Area square feet650
Source referenceCounty deed 2026-1841
Operational recordQuay Lofts 601, 2026 lease
Example screen with sample data
Process

From a sale source to a reviewed adjustment

Unit review to comparable value ships ready to use. One step needs a named approval before the work moves on: Review lease (Lease Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Select unit

    Identify the property and unit under review.

    Willow Terrace, unit 8LSS-33280 · Valuation Coordinator
    Select unitBy Valuation Coordinator

  2. Review lease

    Lease Reviewer checks the unit before activation.

    Willow Terrace, unit 8LSS-33280 · Lease Reviewer
    Review leaseBy Lease Reviewer
    ApprovalLease Reviewer decides whether the agreement can become Active for the linked unit.

  3. Capture comparable

    Record the dated sale and its source reference.

    Willow Terrace, unit 8LSS-33280 · Valuation Coordinator
    Capture comparableBy Valuation Coordinator

  4. Check sale evidence

    Check price, area, date and source before use.

    Willow Terrace, unit 8LSS-33280 · Valuation Coordinator
    Check sale evidenceBy Valuation Coordinator

  5. Review adjustment

    Examine the reason and amount for the unit.

    Willow Terrace, unit 8LSS-33280 · Valuation Reviewer
    Review adjustmentBy Valuation Reviewer

  6. Read adjusted value

    Read the result beside the original sale price.

    Willow Terrace, unit 8LSS-33280
    Read adjusted value

Start with Comparable evidence

Inside a record

Keep source references close to each record

Open any lea to see its charges, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Tenant, Starts at, Ends at and Monthly rent.

  2. 2
    Charges

    Each line is linked to this lea.

  3. 3
    Who works on it

    Admin, Property Manager and Lease Reviewer, each with their own permissions.

  4. 4
    Process stages

    Post charge, with the role that acts.

  5. 5
    Approvals

    Review lease, with who decides.

Lease Review InboxWillow Terrace, unit 8
Property Valuation System · Leases

Willow Terrace, unit 8

Isabel Duarte · Review

Log activity
1
Record details
TenantIsabel Duarte
Starts at18 Oct
Ends at24 Oct
Monthly rent190
2
Charges

Willow Terrace, unit 8

Charge numberLeaseCharge type
CHR-59434Meadow Place 2A, 2026 leaseRent
CHR-59969Meadow Place 2A, 2026 leaseUtility
CHR-56747Meadow Place 2A, 2026 leaseService
Charges
6
Total amount
4,050
3

Who works on it

  • AdminManage Users, People, Units, Parties
  • Property ManagerManage Units, Parties, Leases, service requests
  • Lease ReviewerManage Leases
4

Process stages

  • Post chargeProperty Manager
5

Approvals

  • Review leaseLease Reviewer
    Approved
Example screen with sample data
Approvals

Named decisions on leases and adjustments

Lease Reviewer checks the unit before an agreement moves from Review to Active.

OverviewApprovals
Property Valuation System · Overview

Approvals

Signed in as Lease Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • LSS-33280Willow Terrace, unit 8
    Isabel DuarteRequested by Admin
    Review2dActions
  • LSS-29389Stonegate, unit 407
    Ethan ChenRequested by Admin
    Review2dActions
  • LSS-63786Willow Terrace, unit 8
    Lina PetrovRequested by Admin
    Review2dActions
  • LSS-52415Quay Lofts, unit 601
    Mei TanRequested by Admin
    Review6dActions

Who approves what

DecisionApprover
Review leaseLease Reviewer checks the unit before activation.Lease Reviewer
Approve LeasesLease Reviewer
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Property Valuation System to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains access and the shared property record setup.

  • Manage Users, People, Units, Parties
  • View Leases, comparable sales, valuation adjustments

Roles and permissions

Reports

Read values with their source facts

Read comparable values and operating context from the underlying records.

Overview
Property Valuation System · Overview

Property Valuation System dashboard

This quarter

Service requests in view
6
Open
2
Assigned
2
In progress
2

Leases by status

How far records got this quarter

StageReachedStep
Draft36
Review1747%
Active1059%
Notice660%

Monthly rent by status

Sample totals per stage

9.0k0
8.0kDraft
5.0kReview
8.0kActive
9.0kNotice
5.0kEnded
Example screen with sample data
  1. 01Comparable sale price by property

    Compare sale price and price per square foot by property address and operational record.

  2. 02Adjusted value by unit

    Read adjustment amount and adjusted value by Unit and Comparable.

  3. 03Lease portfolio state

    Group Leases by Status and Unit using monthly rent.

  4. 04Unit occupancy

    Group Units by Status and property name.

  5. 05Charge balances

    Compare Amount, allocated amount and outstanding balance by Lease and Status.

  6. 06Receipt application

    Compare receipt amount with allocated amount and unapplied amount by Tenant.

  7. 07Service work by assignee

    Group service requests by assigned to and Status with opened at and completed at.

  8. 08Comparable coverage by lease

    Read comparable sales count against each lease number and Unit.

All reports and dashboards

Who it's for

Fit the records to your property portfolio

See how Property Valuation System fits your kind of team.

Residential portfolios

Connect apartment unit records, tenants and comparable sales for residential valuation work.

Mixed-use properties

Keep different unit types and sale areas clear within one property record set.

Managed rental assets

Read rent, collections and service work alongside the comparable sale record.

Controls

Trace the sale, unit and reviewer

Each stage of unit review to comparable value names the role that acts and the status it records, so a change is never anonymous.

OverviewUnit review to comparable value
Property Valuation System · Process

Unit review to comparable value

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
5
Tables touched
8
Review leaseApproval
Lease Reviewer
StatusReview → Active
RecordsUnits
Post charge
Property Manager
StatusDraft → Posted
RecordsCharges, Leases
Confirm receipt
Receipt Officer
StatusPending → Confirmed
RecordsReceipts
Unit review to comparable value
  1. Start
    Review leaseReview → Active
    Units
  2. Step
    Post chargeDraft → Posted
    Charges
  3. Step
    Confirm receiptPending → Confirmed
    Receipts
  4. Step
    Resolve serviceOpen → Assigned → in progress → Completed
    People
Example screen with sample data

See each stage in detail

AI agent

Ask Proto to prepare the case

Give Proto a concrete property task while keeping business decisions with your team.

It can

  • Valuation Coordinator: Find a unit, its lease and sale evidence for review.
  • Valuation Reviewer: Summarize the comparable price, area, source reference and adjustment reason for a named unit.
  • Property Manager: List leases in Review and show each linked unit and tenant.
  • Receipt Officer: Show a confirmed receipt beside its posted charge and remaining balances.

Stays with a person

  • A person decides whether a lease becomes Active, whether a payment reference is valid, and whether an adjustment reason and amount make sense.
  • Have the assistant show the source records and ask the named owner to make the decision.
  • A calculated adjusted value does not replace the valuation review.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Property Valuation System
  • Sale sources
  • Bank reference source
  • Property records
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 11 tables
11tables
  • Comparable sales3
  • Valuation adjustments4
  • Units and parties4
  • Leases and charges4
  • Receipts and allocations5
  • Service requests4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Identify records

    Choose a property, its units, parties and leases. Agree the unit naming and area convention.

  2. Map decisions

    Assign the lease, receipt and valuation review responsibilities to named people.

  3. Load evidence

    Enter a comparable sale with a source reference, then connect an adjustment to the unit and sale.

  4. Rehearse operations

    Walk a lease through review, inspect a posted charge, confirm a receipt and check the recorded allocation.

  5. Review results

    Check the adjusted value against sale price and adjustment amount, and check payment balances against allocations.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Property Valuation System.

All questions
How do I get started?

Click Get started, then use Proto to configure Property Valuation System for your business. Begin with one property, its units and leases, one comparable sale and a reviewed adjustment.

What is the subject of a valuation?

The adjustment identifies a unit. The comparable connects to a lease, which provides the operating context for the sale evidence.

What should a comparable record contain?

Record its property address, sale date, price, area and source reference. Check the lease link before using it for an adjustment.

How is price per square foot read?

Read it beside the original sale price and area. Agree an area unit before comparing sales.

Who reviews an adjustment?

Valuation Reviewer examines the chosen unit and comparable, the reason, the amount and the resulting adjusted value.

Can a lease be reviewed before it is active?

Yes. A lease in Review gives Lease Reviewer the unit and tenant context for the activation decision.

How are tenant receipts applied?

Receipt Officer checks the bank reference and confirms the receipt. Receipt processing matches a posted charge through its lease tenant, caps the amount at both remaining balances and records one allocation for the officer to check.

Where can I see unresolved unit work?

Service Work Board shows open and assigned service requests with their unit and responsible person.

What should I check before sharing a value?

Trace the adjustment to the unit, comparable source, sale price, reason, amount and reviewer. Read the adjusted value with those facts.

Set up Property Valuation System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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