Valuation site visit audit workflow guide
Organize property identity, front elevation, interior, surroundings, access, occupancy, construction observations, and notes from one visit.
By AuditIt Editorial Team · Fact checked
Real estate valuation & survey
Valuation site visit
Carry the property's observable site context from the field visit into the professional valuation review.
Gather the front elevation, interior, and surroundings in one structured and dated visit record.
Workflow shape
Record only
Example fields
- Front elevation
- Interior
- Surroundings
What to know
- Anchor each visit to the valuation reference and property address.
- Capture exterior, interior, and surroundings as separate contexts.
- Leave valuation conclusions to the qualified professional.
Valuation site visit audit workflow
See how elevation, interior, and surroundings stay connected for professional review.
Read video transcript
Valuation review needs site context. AuditIt's Valuation site visit template connects elevation, interior, and surroundings. Start ready-made, tailor the audit workflow template, or build your own from scratch.
What this workflow helps you record
The Valuation site visit starter workflow collects one property's site context, identity, dimensions, access, occupancy, construction observations, and visual evidence for qualified review.
This workflow is for qualified valuers, surveyors, field inspectors, lenders, property teams, and assistants working under professional oversight.
Choose the right workflow shape
Use record-only because it documents the property as observed during one site visit. The valuation analysis and report remain professional work outside the capture form.
Set up the audit
- Select the Valuation site visit starter workflow.
- Confirm the valuation reference, property address, and assignment scope.
- Preview property facts, elevation, interior, surroundings, and note fields.
- Complete the site capture and submit it for qualified professional review.
Use the key fields
Front elevation
Capture a clear property orientation view while respecting access, privacy, and site restrictions.
Interior
Cover the relevant internal areas consistently and add detail only where it supports an observation.
Surroundings
Record access and nearby context relevant to the assignment without collecting unnecessary personal data.
Review the result
Confirm the reference and address, then review property facts, elevation, interior, surroundings, access, occupancy, and observations as one field package.
Start with a workflow that fits
AuditIt includes ready-made audit workflow templates. Use one as provided, tailor it to your process, or build your own workflow from scratch.
Direct answers
Frequently asked questions
Does this workflow calculate property value?
No. It supports field capture; the qualified professional remains responsible for analysis and valuation conclusions.
Can property types and access options be changed?
Yes. Tailor the option values to the assignment types and terminology approved by your organization.
Can a pre-purchase survey use another workflow?
Yes. Use the separate starter template or build a more detailed workflow governed by your professional scope.
Sources
- RICS valuation standards, Royal Institution of Chartered Surveyors
- valuation visit
- property survey
- site evidence
