Valuation Purpose

Select valuation description from the drop-down list:

Stated Date

Enter date of appraisal, or date of correspondence when value was provided. This can be date of email correspondence, formal appraisal dates, or the date entered into TMS for internal estimates.

Value Steps

Enter valuation in Currency value (on the right), select Currency type (US Dollars, etc.), then click the magic wand above “local value” to populate the valuation field on the left.

Value Source

Search for constituent to link the source of the valuation. This field is required to validate information for insurance audits.

Make sure to mark the undiscounted price as the current value instead of a discounted value.

Use notes for any relevant information.