Creating your first Dossier

Time to read: 10 min

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Introduction

In order to estimate the value of a property (house or flat), it is essential to create a Dossier on our Property Advisor tool.

In this article, you will find detailed instructions for quickly creating a valuation file.

Table of content

1. Appraising an Apartment
2. Appraising a House
3. Add new fields to the dossier 
4. Quality and Condition
5. Property Description, Asking price, Upload photos and Attachments

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1. Appraising an Apartment

To create a valuation dossier for an apartment, follow the steps below:

• Step 1:
  Click on the Create dossier button. Enter the Title of the property if you wish (e.g. type of property followed by location, customer's surname, etc.), then enter the Address.
  
  Caution: Once the dossier has been saved, the address cannot be changed. You will need to create a new dossier to carry out the estimate at the new address.
  
  
• Step 2:
  Then select the type of property to be valued: Apartment.

The following fields must be filled in with the characteristics of the property. All fields marked with a red asterisk (*) are mandatory.

If they are not completed, the Create Dossier button at the bottom of the form will remain greyed out and the valuation cannot be launched.

• • Deal Type: Valuation of sale (price), or for rent (loyer)
  • Building year: Construction year of the building. Does not correspond to the year of renovation. (Min : 1700 / Max: Current year + 3 years)
  • Net living area: in m² (Min: 5 / Max: 1000)
  • Energy rating: Energy score of the property, from A to G - the content of this field has an impact on the valuation (updated in July 2022)
  • Floor number: Floor on which the flat is located. The ground floor is considered to be floor 0. For a duplex, indicate the highest floor (Min: 0 / Max: 50)
  • Number of floors: Total number of storeys in the building, including the ground floor, excluding the basement and undeveloped levels (Min: 1 / Max: 50)
  • Number of rooms: Number of rooms in the property. Any room is considered habitable within the meaning of the law if it is more than 9 m² in size and has a ceiling height of at least 2.20 m. Not included: kitchen, bathroom, toilet/WC, entrance hall, corridor, dressing room, stairwell, landing, laundry room, boiler room, cellar, unfinished basement, etc.
    (Min: 1 / Max: 20)
  • Number of bathrooms: Number of bathrooms in the property. Only bathrooms with at least one shower or bath. Separate WCs do not count as bathrooms (Min: 1 / Max: 5)
    Note: if this field is left blank, our system will use an approximate value based on similar properties in the neighborhood
  • Balcony / Terrace area: Total surface area of balcony or terrace in m², for exclusive use (Min: 0 / Max: 500)
  • Garden: Effective surface area (Min: 0 / Max: 200)
  • Garage spaces: Number of indoor parking spaces in the property (Min: 0 / Max: 6)
  • Outdoor parking spaces: Number of uncovered outdoor parking spaces (Min: 0 / Max: 6)
  • New building: Tick this box if the building is new
  • is Furnished: Tick this box if the flat is furnished
  • Lift: Tick if the building has a lift

2. Appraising a House

For a detached-house, the pre-fill function saves a lot of time.

Once the address has been validated, PriceHubble will automatically suggest the Building year, Net Living area, Land area and Energy rating (Score from A to G).

These pre-filled fields will be highlighted in yellow to make them easier to find.

If this information needs to be updated, enter new values in the corresponding fields; the pre-filled data will then be replaced.

The fields to be filled in are similar to those for estimating an apartment, except for :

• Land area: Total surface area of the property in m² corresponding to the surface area of the plot or parcel on which the house is built (Min : 10 / Max : 100000)
• Number of floors: Number of levels in the house. Please note: the ground floor is considered as one level (Min: 1 / Max : 50)
• Pool: Permanent swimming pool on the property, indoor or outdoor. Exclusive or joint right of use
• Sauna: Sauna on the property, indoor or outdoor, with exclusive right of use.

3. Add new fields to the dossier 

If a field is not available, you can use the Add new field feature to add one manually so that it appears on the appraisal dossier.

Note: New fields entered manually will have no impact on the valuation.

• Max. number of added fields: 12
• Max. number of characters per new field: 20

• Step 1:
  Click the Add new field option.
  
• Step 2:
  2 fields are then available: enter the Field name and the Field value.
  If needed, new fields can be deleted using the icon .
  
• Step 3:
  Click the Create Dossier button.

4. Quality and Condition

All these characteristics will have a direct impact on the final valuation.

Here is a summary of the different levels of Quality and Condition:

• Quality of the kitchen*:
  1 = Simple: lower price segment, small, basic appliances
  2 = Normal: medium price segment, standard appliances
  3 = High-quality: branded appliances, high standard, spacious
  4 = Luxury: exclusive appliances, luxury materials, very spacious

* If there is no kitchen, consider the quality of the corresponding room.

• Quality of the bathrooms:
  1 = Simple: lower price segment
  2 = Normal: low price segment
  3 = High-quality: high-quality materials/appliances, floor-to-ceiling tiles
  4 = Luxury: very spacious, exclusive materials (e.g. natural stone)
  
• Quality of the floors:
  1 = Simple: low price segment (e.g. PVC, carpet)
  2 = Normal: medium price segment (e.g. laminate, carpet)
  3 = High-quality: upper price segment, parquet floor, large tiles
  4 = Luxury: exclusive wood or stone
• Quality of the windows:
  1 = Simple: simple windows
  2 = Normal: insulated windows
  3 = High-quality: insulated windows, sun protection
  4 = Luxury: top-to-bottom windows, high security
• Condition:
  1 = Needs Renovation
  2 = Well Maintained
  3 = New/Recently Renovated

Only for houses

• Masonry:
  1 = Simple: ready-built house
  2 = Normal: solid construction, standard materials
  3 = High-quality: solid construction, high standard (e.g. facade, roof)
  4 = Luxury: solid/exclusive construction, high quality materials

5. Property Description, Asking price, Upload photos and Attachments

• Step 5:
  The Bin icon allows to delete each photo one by one.
  
  
• Step 6:
  Afin de compléter le dossier, il est possible d'intégrer un lien vers une visite virtuelle en faisant un simple copier-coller d'un lien externe :

All the information you need to complete the dossier is now available.

• Step 8:
  Remember to click Create Dossier button before moving on to the next step!