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📝 How to Edit the Content and Order of the Report

If you want to personalize and edit your valuation report before sharing it, follow the steps below:

📍 Step 1: Access the Property Valuation Tool

  • Log into your CASAFARI account.
  • Go to the Property Valuation tool.
  • In the second step of the valuation process, do not generate a report or SmartLink yet.
  • Instead, scroll to the bottom and select “Personalize Report.

 



🎨 Step 2: Personalize the Report

On the Personalize Report page, you can customize:

  • Report details
  • Estimated value
  • Property photo
  • Content order
  • Uploaded custom files
  • Report color scheme

đź§© Customize Content and Order

To Edit Report Content:

  • Each section has a bubble on the left.
    • Blue = included
    • Grey = excluded
      Click the bubble to include or exclude it:




🔀 To Change the Order of Sections:

  • Click and hold the six-dot icon on the left side of a section.
  • Drag and drop the section to rearrange it in your preferred order.