So Money – Referrer Portal

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My Valuation Requests

Ref	Applicant	Property	Type	Security	Submitted	Status
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Loan Information

Loan Application has been submitted?

Product Range*

Service Type*

Valuation Type*

Important:
AVM cost $330 + GST
AVM is not refundable or be part of the short form valuation cost once it's done.
If the AVM is not suitable for the property, we will need to change to short form and send additional cost invoice for the short form valuation.
Desktop/AVM: the $330+GST invoice is sent immediately and we order at Valex AFTER payment.
Short/Long form: we obtain the Valex quote first, then invoice you.
ONLY Optimal and SMHF have commercial products.

Security Type*

Residential Commercial NDIS Other

Security Category*

Valuation Request Purpose*

Purchase Refinance Equity release Self Managed Super Fund Top Up Construction

Property Owned by*

Individual Company Trust SMSF

How many parties own the property*

Property Owner/Buyer Info

Ensure the accuracy of the borrower's name(s) is essential.

Applicant Info*

Applicant 2 Info

Applicant 3 Info

Entity Name If owned by a Company or Trust

Email*

Phone*

Property Info

Address*

City

State / Province

Floor Number

Building Name

Lot Number

Unit Number

Property Type*

Sale Method

Current Status*

Vacant land & To be constructed Established Property Off-the-plan Commercial Property NDIS Property

Purchase Price & Estimated Market Value*

Loan Amount*

LVR*

Valuation Contact Info

Valuation Contact Person (Who do we contact to access the property?)*

Property Management Company Name (If applicable)

Valuation Contact Role*

Owner Tenant Builder Developer Property Manager Real Estate Agent Other

Valuation Contact Email*

Valuation Contact Number* Please enter a valid phone number.

Declaration & Payment

Did you know that 45% of all valuation delays are caused by incorrect or insufficient contact details provided for inspection? Please ensure you provide the correct contact details otherwise there may be a delay in the valuation result.

Please be advised that the valuation cost is Non-Refundable once an order has been placed.

If the valuation is cancelled prior to inspection, a cancellation fee of $330 for residential and higher for Commercial (To be advised) will be charged.

AVM is not refundable once the valuation report has been generated. $110 will be charged if cancelled after AVM request submitted.

Paid AVM CANNOT be contribute to new valuation unless system suggest shortform.

In granting the authorisation for Upfront Valuation, I/We hereby advise that the Valuation report is only for SO MONEY and its Underwriter use only.

Valuation fees may Increase due to different situations.

DO NOT pay for this invoice if you have doubts about the valuation fee.

The report is not available for personal and only assigned to So Money.

Agree to terms and conditions Above * I have reviewed this request and confirm the details are correct. *

Your Company Name* NOT THE BORROWER

Your First Name*

Your Last Name*

Your Email* NOT THE BORROWER

Your Phone Number*

Valuation Request Submitted

Your request has been received by the So Money valuation team. You'll be notified as it progresses.

Email * (company domain)

Expiry date (if the document has one)