Every report the firm has ever signed, in one place, read once and cited everywhere.
Pellucis keeps the firm's filed reports, charts and correspondence in a vault that mirrors your own folders. Each report is read into its parts, so the comparables, the methods and the wording the firm has already used are there for the next file.
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The Vault is the ground the other workflows stand on: Ask reads from it.
For appraisal firms
The firm's archive becomes its first source.
For valuation teams
Every report you have commissioned, in one place, searchable and cited.
Bring the firm's work in
The vault fills from the folders the firm already keeps.
Mirrors your folders.
Connect OneDrive or SharePoint and the archive comes in as it is, with nothing retyped.
Read once.
Each report is read into its sections, chart, comparables and certification, with the page each came from.
Every job in one place.
The engagement, the correspondence, the public record and the drafts sit with the signed report.
Find what the firm already knows
The archive answers before anyone searches outside it.
Comparables by subject.
The sales and leases the firm relied on, nearest to the subject first.
Precedent by section.
How the firm wrote the highest and best use for this kind of property last time.
Ask across the vault.
A question answered from every report at once, with citations.
Keep it the firm's
The vault belongs to the firm and shows who did what.
Who may see what.
Access by file and by role, set by the firm.
The record on every file.
Each read, each change and each decision, dated and named.
Yours to take.
Export any file's record for the work file or for practice review.
Pull the data out of every file.
Read a lease or a report once and get its terms in a table.
Comparable tables.
Build the comparables chart from the firm's past reports, with sales and leases in one table and each figure cited to the report it came from.
Lease tables.
Set leases side by side, rent, term and options in columns, each cell cited to its clause.
Questions across files.
Ask one question across a whole engagement's files and read the answer with its sources.
Questions of the table.
Ask about the table and get arithmetic done by code, with the cells it used.
How firms use it
A new file in a market the firm has appraised before.
The firm's own sales and wording, before any outside search.
A partner's review against the firm's own precedent.
The last three reports of this kind beside the draft.
A practice review that asks for the work file.
Every file's record exported in one press.