Settings Module

• Account and Access

  What controls which records I can see in ValuationXchange? Your bank is configured with one bank-wide data visibility mode — State-Wide, Department-Wide, or Group-Based — which determines the scope of leads, indication requests, and valuation requests a user can see. Ask your bank admin which mode your bank uses. What's the difference between State-Wide, Department-Wide, and Group-Based visibility? State-Wide — you can see records across your assigned state(s) (e.g. SeFew readers

• Audit Trail

  What is the Audit Trail? A bank-scoped activity log available to any Bank Admin, found under Reports → Audit Trail. It records actions taken by users within your own bank — no special permission is required beyond being a Bank Admin. What can I filter by? Date range (from/to) User email Module — Authentication, Bank Configuration, Lead, or Single Indication Specific action (see examples below) Entity type — Bank Configuration, Indication Request, or Lead Result SourceFew readers

Leads Module

• Leads

  How do I add a Lead? You can create a Lead individually, or upload many at once using the bulk upload wizard. How does bulk upload work? The Leads bulk upload is a 3-step wizard (Upload → Preview → Configure) — you upload your file, preview the parsed rows, then configure how they're imported before committing. Can I create or bulk-upload Leads from the mobile app? No. Creating Leads — whether individually or via bulk upload — is only supported on the web app right now; the mobFew readers

Indication Module

• Single Indication / Bulk Indication

  What happens after I submit a Single Indication request? VX will route the request to a valuer cluster based on the bank’s business rules (e.g. property location, alphabet routing). Valuers in that cluster will receive the request and submit their indication values. You’ll see responses coming into VX until: -- The cut-off time is reached, or -- Your minimum number of indications is met. What is the cut-off time, and how can I configure it? The cut-off time is the tFew readers

Formal Valuation Module

• Formal Valuation

  What documents are required? The only mandatory document is the Letter of Instruction (LOI). Any additional supporting documents are optional. Can I create a Valuation Request directly from an existing Indication Request? Yes — there's a dedicated "upgrade from Indication" action that creates a Valuation Request from an Indication Request, so you don't need to re-enter the same property details. Does a Valuation Request go through approval before work starts? It depends on your UseFew readers

Misc

• Miscellaneous

  Can a firm be in multiple clusters across states? Yes, but not in multiple clusters within the same state. Can I assign a firm to a cluster temporarily? Yes, you can later deactivate or remove the firm from a cluster without deleting it from ValuationXchange. Does the cluster fallback wait for the full cut-off if everyone has already declined? No. It moves to the next cluster immediately.Few readers