1. Property Valuation System
  2. Get started
Get started

Get Property Valuation System running in four steps.

Choose a pilot property and prepare the records needed for a reviewable valuation.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Property Valuation System. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Property Valuation System in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure Property Valuation System for your team. Identify the people who maintain property records, confirm receipts and review valuation adjustments.

Prepare the first operating cycle

Select a property with known units, parties and leases. Bring one comparable sale with its address, date, price, area and source reference. Prepare a unit-level adjustment with a reason and amount. If the property has an active agreement, bring a posted charge and a receipt for a payment rehearsal.

Review before release

Have Valuation Reviewer trace the adjusted value to its sale and unit. Have Lease Reviewer check a lease in Review against its unit. Have Receipt Officer match a confirmed receipt to a posted charge for the same tenant. Resolve any wrong reference before expanding to another property.

Set up Property Valuation System your way.

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

How to get started