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Real Estate Valuation Agent
Real Estate Valuation Agent performs portfolio valuation, checks title deed and zoning regulation status, and analyzes appraisal reports for consistency.
What Is the Real Estate Valuation Agent?
Real Estate Valuation Agent is the specialist behind the valuation screens in Real Estate operations — it values portfolios, checks title deed and zoning status, and reads appraisal reports for internal consistency before a number is relied on.
- Portfolio Valuation — A defensible value for every property in the portfolio
- Title & Zoning — Catch title and zoning issues before they cost a deal
- Appraisal Reports — Appraisal reports read for consistency, not just totals
In one sentence
Comparable-based valuation, title and zoning checks, and appraisal review — one specialist behind the valuation screens in Real Estate.
How the Agent Builds Its Context
Every screen in Real Estate follows the same two-step approach, and Real Estate Valuation Agent always provides the second step:
| Step | What it does |
|---|---|
| Step 1 | Searches the tenant's own live records for the ones relevant to the item being reviewed, entirely on the user's own device. |
| Step 2 | Takes the most relevant matches and reasons over them the way a specialist in that field would, producing the structured finding the screen displays. |
The candidate pool is always the tenant's own records
Real Estate Valuation Agent works with the records already on file for the tenant rather than an external archive, so every finding can be traced back to something the team can open and verify.
What Real Estate Valuation Agent Checks
Each area below is backed by its own dedicated reasoning, grounded in the same kind of records a specialist reviews every day:
| Area | Check | What it looks at |
|---|---|---|
| Portfolio Valuation | Comparable sales | nearby, recent, similar |
| Adjustments | area, age and condition | |
| Portfolio roll-up | values summed per portfolio | |
| Value drift | change since the last valuation | |
| Title & Zoning | Title status | owner and share checks |
| Encumbrances | mortgages and annotations | |
| Zoning limits | height, use and floor area | |
| Permit gaps | building vs. permitted area | |
| Appraisal Reports | Internal consistency | areas and totals agree |
| Evidence check | comparables actually comparable | |
| Method review | approach fits the property | |
| Reviewer hand-back | findings go to the valuer |
Where Real Estate Valuation Agent Fits
Real Estate Valuation Agent has no ledger of its own — every record lives in the add-on's own tenant-scoped store. Its job is strictly the reasoning step: given the context a screen already assembled, produce a structured judgment and hand it back to the person responsible for that record.
A reasoning layer, not a data layer
Real Estate Valuation Agent never reads or writes stored records directly — it receives the context the calling screen assembled, reasons over it and returns a result. Saving that result and any follow-up action remain the screen's responsibility, and every finding is handed back to a person rather than acted on automatically.