Compass Valuation
Valuation Process Automation
Bank Property Valuation Platform

Compass Property Valuation System

End-to-end property valuation management for financial institutions. Streamlining case creation, physical field inspection, checker validation, and reporting with absolute audit integrity.

Explore Platform Features
16+
Partner Banks
186
Standardised Fields
8
Report Sections
4
System Roles
Dedicated Workspaces

Built for Every Valuation Stage

Dedicated consoles and tailored dashboards for each workflow role, enforcing clear boundaries and maximum efficiency.

System Administrator
Full platform control and analytics
  • Multi-period analytics dashboard (Today / Week / Month / Year / Custom range)
  • User management: create and assign roles to staff
  • View all cases across the entire system
  • Complete audit trail of every action
  • Bank-wise and officer-wise performance reports
  • System health monitoring
Case Initiator
Create cases and coordinate assignments
  • Create new valuation cases for 16+ partner banks
  • Enter application details and property information
  • Assign field officers to cases based on location
  • Track case progress and current status
  • Upload missing documents when requested
  • View assignment history and officer availability
Field Officer
On-site inspection and data capture
  • GPS-stamped visit start/end tracking with timestamps
  • Structured site report with 186 standardised fields
  • In-browser camera capture with GPS coordinates
  • Compass direction tagging on every photo
  • 8-section report: property details, measurements, construction, documents
  • Draft saving and final report submission
Report Checker
Validate, calculate and finalise reports
  • View all initiator + field data in read-only consolidated view
  • Enter valuation calculations and final figures
  • Generate formatted property valuation report
  • Print-ready PDF-style report output
  • Request document re-submission (missing docs workflow)
  • Approve and close completed cases
Process Flow

Integrated Valuation Lifecycle

A comprehensive lifecycle tracking every step from initiation through to digital submission, checklist validation, recalculation and client closure.

01

Case Created

Initiator

Initiator creates a case for a bank with property and applicant details

02

Officer Assigned

Initiator

Initiator assigns a field officer to the case based on location

03

Site Visit

Field Officer

Field officer visits the property, records GPS-stamped start and end times

04

Field Report

Field Officer

Officer fills 186-field structured report with photos and GPS coordinates

05

Report Submitted

System

Field data submitted to the system for checker review

06

Valuation Calculated

Report Checker

Report Checker reviews all data, enters valuation figures and calculations

07

Report Generated

Report Checker

Formatted valuation report generated and available for print

08

Case Closed

Admin / Checker

Report approved and case officially closed with full audit trail

Multi-Bank Configurations

Unified Reporting Standards

Dynamically configured fields to support multiple primary partner banks, accommodating unique formats and policy requirements.

HDB Financial
Axis Finance
Kotak
HDFC
Poonawalla
EHFL
AXIS Bank
MHFL
MRHFL
Ujjivan
Home Equity
FINCARE
Repco
UGRO
SBI
PNB

Ready to automate your valuation process?

Log in to the Compass Valuation platform and secure access to your designated workspace and cases.

Admin WorkspaceInitiator ConsoleField AppChecker Interface