PROPERTY REFERENCE / VALUATION DATE / EVIDENCE SOURCE

AI agent for commercial property valuation firms

A valuation file with every assumption accounted for.

Your AI agent reconciles leases and comparables, follows client queries and assembles a traceable valuation evidence file.

A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.

Specialised AI agentYour own report presetNo connection needed to begin
Commercial valuation engagement supportSPECIALIST / 977
Valuation-file assembly and delivery follow-through. With the source records attached.ILLUSTRATIVE STUDY
YOUR SPECIALISED AI AGENT

One place for property evidence and comparable reconciliation, inspection inputs and client-query coordination, valuation-file assembly and delivery follow-through.

MADE FOR YOUR WORKDAY

Start with work already on your desk

Your first useful assignment.

Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.

Get my AI agent →
YOU COULD ASK
“Carry our six commercial valuations through evidence reconciliation, comparable schedules, client queries and final file assembly. Resolve inconsistent lease and floor-area records.”
  • Property evidence and comparable reconciliation
  • Inspection inputs and client-query coordination
  • Valuation-file assembly and delivery follow-through

A useful first result
Property evidence and comparable reconciliation, with the property reference, valuation date and evidence source linked to source evidence and the next delivery actions.

Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.

A conversation at your desk

Carry our six commercial valuations through evidence reconciliation, comparable schedules, client queries and final file assembly. Resolve inconsistent lease and floor-area records.

This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.

Illustrative project · configured agent at work

A configured agent with your property reference, valuation date and evidence source records, current commitments and the connected accounts used for inspection inputs and client-query coordination.

  • Property evidence and comparable reconciliation
  • Inspection inputs and client-query coordination
  • Valuation-file assembly and delivery follow-through

A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.

  1. You · Commercial property valuation firms

    Carry our six commercial valuations through evidence reconciliation, comparable schedules, client queries and final file assembly. Resolve inconsistent lease and floor-area records.

  2. Your AI agent · AI Agent Store

    Two comparables are asking rents rather than agreed transactions, and one area schedule uses gross space. I am correcting the comparison basis while collecting the missing lease amendment.

    Work in progress
  3. You · Commercial property valuation firms

    Use each engagement's effective date and the valuer's stated assumptions. Keep unverified comparables separate.

  4. Your AI agent · AI Agent Store

    The valuation files have consistent area and rent bases, source-linked comparables and closed client queries. Outstanding assumptions and sign-off states remain visible in the delivery register. Your working files and dashboard reflect the recorded outcomes.

    Later · delivery and saved results

PROPERTY REFERENCE / VALUATION DATE / EVIDENCE SOURCE

A working brief for your AI agent.

Retain asset identity, valuation purpose, effective date, lease evidence, comparable transactions and valuer assumptions. Reconcile areas, tenure and rent periods, follow missing inspection inputs and assemble editable evidence schedules.

AI

Your AI agentPrepared for commercial property valuation firms

Commercial valuation engagement support working registerEXAMPLE, NOT LIVE ACTIVITY

An example record for property reference, valuation date, evidence source, valuation evidence packs delivered.

01Property reference02valuation date03evidence source

The useful next step

Property evidence and comparable reconciliation

Align leases, areas and comparables to the valuation's effective date.

The details your specialist follows

Inside the commercial valuation engagement support

Follow each property reference through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.

Keep an eye on: inconsistent floor areas, unmatched lease amendments and asking prices mistaken for completed comparables.

Illustrative working document · your records start empty

Property referenceDependency to followEvidence of completion
26-104Property evidence and comparable reconciliationProperty-data conflicts resolved
26-118Inspection inputs and client-query coordinationClient queries completed
26-126Valuation-file assembly and delivery follow-throughAgreed valuation delivery dates met
Active commercial valuation engagement support records3
Valuation evidence packs delivered42 outcomes
Outcomes with supporting evidence2

Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.

From enquiry to a useful next step

Commercial valuation engagement support working register. Your way of working.

01

Brief and source records received

Add a job reference and the details you already know.

02

Property evidence and comparable reconciliation

Property reference and valuation date, ready to check.

03

Inspection inputs and client-query coordination

Give your specialist the outcome and let it carry the work forward.

04

Outcome evidence verified

Keep working records in Files and Tasks.

05

Valuation-file assembly and delivery follow-through

Keep the job and its next steps together.

Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.

A small tool for a real job

Valuation workstreams. Before the back-and-forth.

Follow inconsistent floor areas, unmatched lease amendments and asking prices mistaken for completed comparables before they turn into another missed commitment.

Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.

  • Property reference
  • valuation date
  • evidence source
  • Valuation evidence packs delivered

Try your own numbers

Valuation workstreams

42valuation workstreams

Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.

Built around the details that matter

Property evidence and comparable reconciliation. With the right questions already in mind.

Paid valuation instructions rather than selling property

01

Property evidence and comparable reconciliation

Align leases, areas and comparables to the valuation's effective date.

02

Inspection inputs and client-query coordination

Follow missing inspection evidence and inconsistent property records.

03

Valuation-file assembly and delivery follow-through

Assemble traceable evidence schedules around the valuer's actual conclusions.

Prepared for your business

The numbers behind your commercial valuation engagement support.

Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.

01

Recorded cases · outcomes

Valuation evidence packs delivered

What this measures

Count one verified property valuation evidence pack outcome, identified by its stable business-record ID and completion event. Link the source evidence and retain the original completion timestamp. Duplicate updates, revisions, illustrative examples and pending or merely promised outcomes do not count. A corrected outcome replaces its prior event rather than creating another completed item.

02

Recorded cases · outcomes

Property-data conflicts resolved

What this measures

Count one verified property-data discrepancy outcome, identified by its stable business-record ID and completion event. Link the source evidence and retain the original completion timestamp. Duplicate updates, revisions, illustrative examples and pending or merely promised outcomes do not count. A corrected outcome replaces its prior event rather than creating another completed item.

03

Recorded cases · outcomes

Client queries completed

What this measures

Count one verified client valuation query outcome, identified by its stable business-record ID and completion event. Link the source evidence and retain the original completion timestamp. Duplicate updates, revisions, illustrative examples and pending or merely promised outcomes do not count. A corrected outcome replaces its prior event rather than creating another completed item.

04

Average · hours

Complete engagement evidence to valuation pack

What this measures

Elapsed hours from complete evidence receipt to pack delivery. Use the actual start and end timestamps for the same business record, store the calculated duration once with source references and exclude pending cases, missing timestamps, reversed intervals and illustrative examples. Do not infer elapsed time from a current status or sum repeated snapshots.

05

Observed rate · %

Agreed valuation delivery dates met

What this measures

Population: delivered valuation packs, each with a stable record ID and an actual completed assessment. Numerator: on_time; denominator: on_time plus late from the same assessed population. Classify each outcome once; exclude pending or unknown cases, unassessed records and illustrative examples. Compare actual completion with the original agreed deadline; retain its timezone and do not move the deadline to improve the result. Corrections replace the original event instead of counting twice.

06

Observed rate · %

Comparable records meeting stated evidence criteria

What this measures

Population: assessed comparable records, each with a stable record ID and an actual completed assessment. Numerator: met; denominator: met plus not_met from the same assessed population. Classify each outcome once; exclude pending or unknown cases, unassessed records and illustrative examples. Apply the recorded requirement checklist or acceptance criteria; preserve failures as well as passes and link the supporting evidence. Corrections replace the original event instead of counting twice.

Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.

Keep the tools that already work

Specialised in your trade. Open to your next idea.

Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.

An AI agent prepared for your business

The starting instructions, intake questions and working rules already match commercial property valuation firms. Add your service list and one example of your tone when you are ready.

Give your agent the whole job

Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.

Ask beyond the starting workflows

Ask your commercial valuation engagement support to investigate recurring exceptions, compare suppliers, improve customer communications or take on another business assignment in the same workspace. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.

Recommended starting plan

Your AI agent for commercial property valuation firms.

Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.

$149.00/month

Capacity for 3 running agents · 250 active hours per month

Start my AI agent →

A clear starting total

$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.

Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.

Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.

Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.

Before you begin

An AI agent for commercial property valuation firms.

Can it determine the property value itself?

It can reconcile evidence, build comparison schedules and support calculations using the valuer's method. Professional conclusions and sign-off retain their actual author and status.

Is this only for the three tasks shown?

No. This is an AI agent specialised for commercial property valuation firms, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.

What happens after I subscribe?

After payment, we prepare your AI agent for commercial property valuation firms, its workflows and your commercial valuation engagement support working register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.

Do I need to connect email or messaging?

No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.

Does this replace my existing business software?

Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.