Every job in one shared Space, for the people working on it.
Each engagement in Pellucis is a Space that holds its files, questions, workflows, record and team. Appraisers, analysts and reviewers work the job together, and a client or lender sees only what you share.
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A Space sits over the rest of Pellucis: what the Vault, Knowledge and the workflows do on a job stays with that job.
For appraisal firms
Everyone on a file works from the same place, with the review on record.
For valuation teams
Your analysts and reviewers on one job, and outside parties only where you allow them.
Work the file as a team
Talk, comment and hand off beside the work itself.
Team thread.
Write to the team and @mention a colleague, in a thread only the firm sees.
Comments on the work.
Comment on a file, a cell or a finding, so the note stays with what it is about.
Tasks.
Give a colleague a task with a due date and see what is still open.
Move the report through review
Everyone on the job can see where the report stands.
Review stages.
Follow the report from drafting to ready for review to approved by the reviewer.
Review comments.
Leave a review comment and approval waits until it is resolved.
A second pair of eyes.
The appraiser of record cannot approve their own report, so the approval always comes from someone else.
Bring in people from outside, item by item
The firm decides whether anyone outside comes in at all.
Off by default.
Guests stay off until the firm's admin turns them on.
The client's consent, on record.
The appraiser of record confirms the client has agreed and says where that consent is recorded.
Only what you share.
A client or lender sees the items you share with them, never the Vault, the team thread or your other jobs.
How firms use it
A draft going to the principal.
The reviewer's comments, the open tasks and the approval, all on the job.
A comparable that needs checking.
Mention the analyst, note it on the cell and close the task.
A lender who asks to see the draft.
Share the draft and not the file behind it, with the client's consent on record.