For providers
Grow your valuation practice with qualified leads.
Receive enquiries filtered by asset type and location, and manage every lead through a kanban-style pipeline - without leaving the platform.
Qualified enquiries
Structured intake filtered to your asset types, locations and capacity.
Kanban pipeline CRM
Drag leads across New, Accepted, Quote sent, Engaged, In progress, Won, Lost and Archived.
Threaded messaging
Communicate securely with customers and advisers. Use saved templates for common replies.
Quote module
Send structured quotes with fee, GST, turnaround, scope and assumptions - or upload a PDF.
Tasks & follow-ups
Set reminders, assign team members and never lose a warm lead.
Conversion reporting
See response rate, time to first response, quote-sent rate and won-rate over time.
What we look for in providers
- Appropriate professional qualifications (CPV, AAPI, FAPI, CA BVS, CFA, etc.)
- Current professional indemnity insurance
- Membership of a recognised professional body
- Capacity to respond to enquiries within a reasonable timeframe
- Independence and clear engagement terms