Guided customer demo
The same platform, two relationships. Each step links into the live product — walk it the way a customer would. The platform is the relationship: every interaction logged, every decision searchable, every property continuously valued.
Bank loan officer
- Monday 9 AMNew CRE inquiry → 60-second triage
A borrower asks about a loan. The officer runs a free Strata Valuation indicative — a value with a 90% confidence interval — and decides whether the deal warrants full underwriting.
Run the indicative → - Mon → WedOrder the full appraisal
The deal advances. The officer orders a full Strata Valuation appraisal and tracks status in-platform — no email back-and-forth. Agents run the three approaches and pause for the MAI.
Open the MAI review queue → - WednesdaySigned deliverable, in-platform
The MAI reviews, overrides where warranted, and signs. A USPAP report is generated; comps, methodology, and reasoning are all searchable in the audit trail.
Review → sign → report → - Loan bookedAuto-enrolled in monitoring
On sign-off the property is auto-enrolled in continuous monitoring. Quarterly re-valuations feed CECL and credit-risk models.
See the portfolio → - OngoingMaterial-change alerts → credit committee
LTV breaches and value drops raise alerts that trigger reviews. The credit committee runs the CRE risk dashboard for the whole book.
Credit-committee dashboard →
Property owner
- Refi eventLoan maturing in 90 days
A mid-market operator orders a defensible Strata Valuation appraisal directly. Pays a tiered fee, gets an MAI-signed report in three days.
Start a valuation → - Day 3Report used across lenders
The owner uses one defensible report across four lender conversations. The refi closes weeks faster than the industry average.
See the signed report → - Subscribes20 properties under continuous monitoring
The owner adds the rest of the portfolio to continuous monitoring. Valuations move in real time as the market does.
Portfolio monitoring → - Month +12Tax appeal, supported by the data
A tax notice arrives. Strata Valuation's monitoring shows a valuation drop quarter-over-quarter — triggering a tax appeal that the data supports.
Open an asset's trend → - Year 3Sale planning → buyer underwriting package
Three years of valuations and comps form the buyer's underwriting package. The platform is the relationship.