RICS - Royal Institution of Chartered SurveyorsIVS - International Valuation Standards
Terms of Engagement Analysis

Property Valuation Compliance Comprehensive, Consistent & Fast

Verify Terms of Engagement against RICS Red Book and IVS 2025
requirements to catch compliance gaps at the foundation.

RICS Tech Partner

Trusted by valuation professionals, auditors and lenders worldwide

RICS Tech Partner • Developed by InterVal, a leading valuation software firm

The Foundation of Valuation Compliance

Valuation compliance is determined at instruction
and cannot be corrected later.

The Terms of Engagement define scope, assumptions, limitations, and responsibilities.
If these are unclear or missing, compliance risk is embedded from the start and carried through to the final valuation.

ToE

Scope, assumptions, & limitations set

Scope of Work

Investigation requirements set

Valuation

Analysis performed to scope

Report

Findings documented to standards

Reliance

Third parties rely on the valuation

Failure at instruction breaks the entire compliance chain.

Who ValuLens Is For

Designed for professionals and organisations that depend on valuation compliance.

Valuation Professionals

Valuers and valuation firms who need to ensure their Terms of Engagement align with RICS and IVS requirements.

Lenders

Lenders and credit teams who commission valuations and need assurance that valuation instructions meet regulatory expectations.

Compliance & Audit Functions

Risk, compliance, and audit teams who review Terms of Engagement as part of valuation governance, assurance, and quality control.

Portfolio Managers & Clients

Portfolio managers, asset owners, and commissioning clients who rely on clear valuation instructions to support decisions, reporting, and risk oversight.

Built in Collaboration with the Valuation Profession

ValuLens was developed with input from practising valuers and compliance specialists

RICS Tech Partner — recognised by RICS for technology supporting valuation practice

Requirements mapped directly from RICS Red Book VPS 1 and IVS 101 Scope of Work

Developed with input from RICS-registered valuers and compliance specialists

Regular updates aligned with standards revisions and regulatory guidance

ValuLens is a compliance checking tool. It does not provide valuation advice, legal advice, or replace professional judgement. Users remain responsible for the content and adequacy of their Terms of Engagement.

How It Works

Terms of Engagement analysis in three steps

1
Upload Your ToE

Upload your Terms of Engagement document in PDF or Word format. ValuLens analyses ToE documents specifically—the foundation document that precedes valuation work.

2
ToE Compliance Check

Our system analyses your Terms of Engagement against RICS Red Book VPS 1 and IVS 101 Scope of Work requirements, checking each mandatory and advisory clause.

3
Get Actionable Insights

Receive a detailed ToE compliance report with letter grades, evidence snippets from your document, and prioritized recommendations to address any gaps before valuation begins.

ValuLens analyses Terms of Engagement documents only—not valuation reports. This focused scope allows deep analysis of the critical foundation document that determines downstream compliance.

What You Get

Comprehensive compliance reports with actionable insights

A clear letter grade (A-E) with percentage score, showing document-level and property-level compliance breakdown. Instantly understand your ToE compliance status.

Why This Matters

The real-world consequences of non-compliant Terms of Engagement

Report Re-issuance
Critical Risk

A non-compliant ToE discovered after valuation completion may require re-issuance of the entire engagement letter and potentially the valuation report itself.

Weakened Liability Protection
Critical Risk

Missing or ambiguous limitation clauses in the ToE leave valuers exposed. Liability caps and reliance restrictions must be established before work begins.

Third-Party Reliance Disputes
High Risk

When ToE fails to clearly identify intended users and reliance restrictions, disputes with third parties who claim to have relied on the valuation become harder to defend.

Transaction Delays
High Risk

Lenders and legal counsel increasingly scrutinize ToE compliance. Non-compliant engagement documents can delay or derail transactions at critical stages.

Standards Coverage

Comprehensive analysis against the latest global valuation standards

IVS 2025

International Valuation Standards effective January 31, 2025. Covers IVS 101 Scope of Work, IVS 103 Reporting, IVS 104 Bases of Value.

RICS Red Book Global 2025

RICS Valuation Global Standards 2025 incorporating IVS. VPS 1 Terms of Engagement, VPS 2 Inspections, VPS 3 Reports.

UK National Supplement

RICS UK National Supplement requirements for UK-specific valuation practices and regulatory compliance.

20+ Requirement Categories Analyzed

ValuLens checks both mandatory requirements and advisory guidance across all clause categories.

Identification & Scope5 items
  • Valuer identification
  • Client identification
  • Purpose of valuation
Basis & Assumptions4 items
  • Basis of value
  • Special assumptions
  • Valuation date
Limitations & Restrictions6 items
  • Reliance restrictions
  • Liability limitations
  • Publication restrictions
Process & Compliance5 items
  • Inspection extent
  • Compliance statement
  • Fee basis

Your Data, Protected

Enterprise-grade security for sensitive valuation documents

Documents encrypted at rest and in transit

Data retention controlled by administrators

Read-only sharing available (admin-controlled)

No data sold to third parties

Reports permanently linked to audit versions

Secure authentication via magic links

Frequently Asked Questions

Everything you need to know about ValuLens

Ready to Ensure Your ToE Compliance?

Join valuation professionals who trust ValuLens for fast, accurate compliance analysis. Start with your first document free.