Valuation Report Assistant

📊 Valuation Report Assistant


📝 Role Overview (read this carefully)

This is a document‐prep and data accuracy role. You will take a source document (a property valuation report, usually a PDF) and turn it into a clean, ready‐to‐review draft in our Word‐style template. The job is methodical and detail‐heavy:

  • You open the report and the template side‐by‐side.

  • You copy the exact facts (address, dates, land/building details, and other labeled fields) into the correct places in the template.

  • You check the report’s list of sales used for comparison. Using a simple

    property‐data search tool (we train you), you look up recent, nearby, similar sales to confirm or improve that list and then add them to the template.

  • If a short description of the property is missing, you write a neutral 2–3 sentence description (no marketing language).

  • You proofread everything: spelling, numbers, dates, formatting, and that each

    field matches the source.

  • If you see something that might be wrong or unclear, you add a one‐line

    Notes/Issues entry so the reviewer knows what to check.


🎯 Why This Work Matters

The reviewer uses your draft to make a final decision, so accuracy and clear writing are essential. This is not creative writing. It is careful copying, checking, and simple wording. If you enjoy exactness, neat formatting, and following a checklist, you will do well.

What you will actually do (typical task flow)

1. Open the PDF report and our Word template.

2. List the template fields you must fill; find them in the report.

3. Copy facts exactly (no guessing), including numbers and dates.

4. Review the report’s sales list; run a simple search in the data tool (we show you how) to find recent, nearby, similar sales; add the best ones to the template.

5. If needed, write a neutral 2–3 sentence property description.

6. Proofread with a short checklist (names, addresses, dates, numbers, consistency).

7. Add a one‐line Notes/Issues entry for anything the reviewer should double‐check.

8. Save and submit the draft.


📌 Adjacent experience that maps well

People who have done accurate document preparation and template‐based data entry tend to succeed here. Helpful backgrounds include: data entry specialist, back‐office admin, loan or insurance forms processing, title/escrow assistant, compliance ops, billing/claims admin, transcription with QA, or any role where you followed a clear SOP and wrote short, structured updates.


Must-Haves

  • Attention to detail and careful data entry (you like checking your own work).

  • Clear written English for short status notes and simple descriptions (2–4 sentences).

  • Ability to handle missing information the right way: list what’s missing, ask one clear question, and continue safe steps (no guessing).

  • Basic security hygiene: never share or email credentials; use approved storage only; log out after use.

  • Reliable weekday availability and a simple backup plan for internet/power.


🌟 Nice-to-Haves

  • Experience moving information from PDFs into Word/Excel templates.

  • Comfort using search tools and simple filters (we train you on the property‐data tool).

  • Basic spreadsheet familiarity (formatting simple tables/lists).


📈 What Success Looks Like (30/60/90 Days)

  • 30 days: You consistently produce drafts where the core fields are correctly

    filled, numbers/dates match the source, and each draft includes a short Notes/Issues line when something needs review.

  • 60 days: You independently find appropriate recent, nearby, similar sales

    using the tool and filters we teach, your drafts need only small edits, and your

    short updates are clear and on time.

  • 90 days: You deliver near‐final drafts that are tidy and accurate, your notes are precise and helpful, and you rarely need corrections beyond minor wording or formatting.


✉️ How to Apply

Click below to apply.

Apply Now

Before You Apply:

Please only apply if you have the skills, confidence, and capacity to succeed in a role with real responsibility and strategic input.

We’re looking for someone who’s ready to contribute from day one — and grow into a long-term position.