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Survey Valuation App

Streamline your property surveys with our all-in-one app

Overview

Product overview

Cotality’s Survey Valuation App is a comprehensive mobile ecosystem simplifying all property assessments.

Seamlessly conduct Mortgage Valuations, RICS Home Survey Level 2 Reports, New Build valautions, Private Valuations, and Scottish Home Reports in one place.

By combining surveyor expertise with real-time data integration, mapping tools, and intelligent formatting, it strikes the perfect balance between speed and accuracy.

Built-in guidance ensures RICS compliance, while digital site notes, floor plans, and secure cloud storage create a robust audit trail to minimise valuation risk.

Eliminate manual data entry and deliver professional, consistent reports faster than ever before.

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Productivity

Increased productivity & speed

Streamline workflows across all valuation types with structured data entry, logical question sets, and automated reporting. Reduce back-office admin and significantly accelerate report turnarounds.

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Unrivalled accuracy & consistency

Built-in validation, standardised phrases, and pre-mapped forms eliminate errors and omissions. Direct access to data like Land Registry ensures professional, high-quality, and compliant reports.

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Risk protection

Secure online storage keeps valuation data, site notes, and evidence protected. This creates a powerful digital audit trail to support PVQs, ensure RICS compliance, and defend against potential claims.

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Smarter site assessments

Empower surveyors with built-in access to Google Maps, floor plan tools, and direct web integration. Easily capture, archive, and share critical property data to prevent duplication of work.

Features

The all-in-one valuation ecosystem

Streamline all your property valuations in one powerful app. Capture site data seamlessly, automate report formatting, integrate essential mapping tools, and create editable floor plans to work smarter, stay consistent, and reduce liability risk.

Surveyor using an iPad

Intuitive mobile data capture

An easy-to-navigate interface that guides surveyors through any valuation type. Collect comprehensive site notes, sketches, and GPS-stamped photos effortlessly. Voice dictation and logical question sequences ensure accurate, seamless documentation.

Integrated mapping & property data

Data-driven efficiency with built-in access to Land Registry, Rightmove SCT, Google Maps, and Flood Risk data. Instantly identify boundaries, compare property values, and evaluate site risks directly within the app for smarter decision-making.

Smart floor plans & site notes

Create detailed, editable floor plans with automatic area calculations on the go. Seamlessly add annotations, digital site notes, and photographic evidence to build a comprehensive property assessment without extensive manual formatting.

Automated report formatting

Generate fully structured, compliant reports—from RICS Level 2 to EPCs and Private Valuations—instantly. Features like intelligent auto-copying, phrase libraries, and cross-referencing minimise re-keying and ensure a smooth review process.

Surveyor using an iPad

Intuitive mobile data capture

An easy-to-navigate interface that guides surveyors through any valuation type. Collect comprehensive site notes, sketches, and GPS-stamped photos effortlessly. Voice dictation and logical question sequences ensure accurate, seamless documentation.

Integrated mapping & property data

Data-driven efficiency with built-in access to Land Registry, Rightmove SCT, Google Maps, and Flood Risk data. Instantly identify boundaries, compare property values, and evaluate site risks directly within the app for smarter decision-making.

Smart floor plans & site notes

Create detailed, editable floor plans with automatic area calculations on the go. Seamlessly add annotations, digital site notes, and photographic evidence to build a comprehensive property assessment without extensive manual formatting.

Automated report formatting

Generate fully structured, compliant reports—from RICS Level 2 to EPCs and Private Valuations—instantly. Features like intelligent auto-copying, phrase libraries, and cross-referencing minimise re-keying and ensure a smooth review process.

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