Assigning Valuers, Accreditation, Mortgage Insurance and PI

ValEx models a valuer's qualifications and experience level, as well as any PI information from the valuation firm; and ensuring that valuers who are not accredited to do a job cannot be accidentally assigned.

Reasons a valuer may not be assigned

  • Explicitly request by a client/funder organisation
  • QBE qualification requirements

QBE qualification requirements

ValEx will render a note, in a similar fashion to a Property Watchlist entry or PreValuation entry.

//DetailedComment/Comment

This valuation may be used by QBE. Only an AAPI (CPV) / FAPI (CPV) / LFAPI (CPV) may conduct the valuation. A Director is required to co-sign the valuation report

Assigning valuer errors

From a LIXI perspective, we'll be generating an error email to notify the valuation firm if you try to assign a valuer accidentally who isn't accredited.

Sample email:

Dear TEST VALFIRM,

Please be advised that the following request 2089149 at:

3 Test Street
ADELAIDE SA 5000

has been allocated to a Valuer that is unauthorised to carry out the valuation (this could be due to the ValEx clients qualification requirements). You can see a Valuers Client Exclusions through the Client Tab on their ValEx Valuer Record.

Please allocate request to an alternate Valuer. Contact Valuation Exchange on 1300 660 051 if you have any enquiries.

Regards
Valuation Exchange

Valuer Accreditation List

Need to know if there is a valuer not accredited for a certain job?

We'll be producing a CSV export in the following format.

To access it

  • Management
  • Valuers / client / funder
  • Accreditation/Exclusion CSV
Valuer ID Valuer Username First Name Last Name Qualification Excluded By Excluded By ID Excluded By Name Service ID Service Description
3 tnguyen Tho Nguyen Client 19 ABC Bank 1 Check Valuation
3 tnguyen Tho Nguyen Client 19 ABC Bank 2 Commercial Valuation
3 tnguyen Tho Nguyen Client 19 ABC Bank 5 Kerbside Assessment
3 tnguyen Tho Nguyen Client 19 ABC Bank 6 Progress Inspection
3 tnguyen Tho Nguyen Client 8822 First Bank of Bankstown 23 Construction Report
3 tnguyen Tho Nguyen Client 8822 First Bank of Bankstown 27 Elite Residential Long Form
124542 boduck Bobo Duck Client 2 Mortgage Mortgages 6 Progress Inspection
125817 adbell Adrian Bell Client 2 Mortgage Mortgages 10 Residential Short Form
136724 aarun Alan Alan GAPI Funder 2 El Fundo 9 Residential Long Form
136724 aarun Alan Alan GAPI Funder 2 El Fundo 10 Residential Short Form

Valuer PI Information

We'll be producing valuer CSV export with valuer PI information in the following format.

To access it (Post date will be advised later)

  • Management
  • Valuers
  • Valuer CSV
Valfirm Employment ID Valuer ID Valuer Username First Name Last Name Valuer Email Valuer Phone Valuer Mobile Valuer Fax Qualification API Number NSW Registration Number Queensland Registration Western Australia Licence Number ValEx Registration Number PI Policy Number PI Expiry Date Valuation Amount Cap Peer Review Amount Valfirm ID Valfirm Name Valfirm Email Valfirm Phone State Address Status
160138 3 tnguyen Tho Nguyen tnguyen@valex.com.au 0402 513 920 AAPI 1-Jan-09 1000000 20000000 2 Megaw & Hogg National Valuers (Adelaide) valuersupport@megawhogg.com.au (08) 7888 9999 SA 100 Waymouth Adelaide 5000 Active
2153 3 tnguyen Tho Nguyen tnguyen@valex.com.au 0402 513 920 AAPI 1-Jan-09 1000000 20000000 4 Megaw & Hogg - Melbourne valuations.vic@megawhogg.com.au 1300 302 144 Active
140646 3 tnguyen Tho Nguyen tnguyen@valex.com.au 0402 513 920 AAPI 1-Jan-09 1000000 20000000 5 Megaw & Hogg - Sydney sydney@megawhogg.com.au 1300 302 144 Active
68591 3 tnguyen Tho Nguyen tnguyen@valex.com.au 0402 513 920 AAPI 1-Jan-09 1000000 20000000 7 Megaw & Hogg - Gold Coast goldcoast@megawhogg.com.au 1300 302 144 Active
18259 3 tnguyen Tho Nguyen tnguyen@valex.com.au 0402 513 920 AAPI 1-Jan-09 1000000 20000000 11 Megaw & Hogg - Test Branch test@test.com (08) 8373 5522 Active
68592 12 tsmith Timas Smith tsmith@valex.com.au 0437 612 978 GAPI 1-Jan-09 500000 10000000 13 Megaw & Hogg - Brisbane brisbane@megawhogg.com.au 1300 302 144 Active
909 798 thope Tony Hope brisbane@megawhogg.com.au (02) 6674 5850 0418 239 959 (02) 6674 5850 AAPI 1-Jan-09 1000000 20000000 13 Megaw & Hogg - Brisbane brisbane@megawhogg.com.au 1300 302 144 Inactive
818 824 thoyle Terry Hoyle thoyle@savills-act.com.au (02) 6255 2394 0408 473 609 (02) 6232 4933 AAPI 1-Jan-09 1000000 20000000 10 Megaw & Hogg - Canberra canberra@megawhogg.com.au 1300 302 144 Active
890 895 tward Thomas Ward tward@wardcommercial.com.au (03) 9827 3311 0414 518 788 1300 721 521 GAPI 1-Jan-09 1000000 20000000 4 Megaw & Hogg - Melbourne valuations.vic@megawhogg.com.au 1300 302 144 Active

Please see the attached examples of valuer list and valuer accreditation list.

AttachmentSize
valuer-list.html15.61 KB
valuer-accreditation-list.html25.53 KB