How to get started with Profet.ai?

How to get started with Profet.ai?

Welcome to Profet.ai. This guide provides step-by-step instructions to help you set up your account and complete the report. Follow the sections below to get started and learn key workflows within Profet.ai.

Step 1: Profile & Account Setup

Before creating reports in Profet.ai, users must first configure their account settings. This includes setting up profile information, uploading a signature, adding license information, configuring MLS membership details, etc. Proper profile configuration is required before users can certify and finalize reports.

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Step 2: Creating an Order

This section explains how to create a new valuation order inside Profet.ai. Users can access the Orders section, choose the appropriate report type, search for the subject property, and enter the required order information before generating the report workflow.

Profet.ai offers a wide range of report types, such as:
  • Valuation Reports(Desktop, Appraisal, Evaluation and STR Reports)
  • BPO Reports
  • Canned Reports (AVM, Property, LTR Analysis and STR Analysis Reports)
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Step 3: Completing & Finalizing Valuation and BPO Reports

After creating a Valuation or BPO report, users are redirected to the Order Summary page to begin completing the valuation workflow. The process is designed to be simple and structured, allowing users to work through the sections listed on the left-hand navigation menu step by step.

Throughout the workflow, users can review property information, complete market analysis, select comparable properties, add supporting documentation, validate report information, and finalize the report before download.
The workflow includes:
Step 4: Completing Canned Reports

Canned Reports follow a simplified and faster workflow compared to Valuation and BPO reports. Simply enter the Order Number and Subject Property Address, and the system will automatically generate the report. Once generated, you can review the report in the Preview section and quickly download the PDF.

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Need Assistance?

If you have any questions, require support, or would like a walkthrough of the platform, please contact our support team at support@propmix.io.