SOV Export & Download
Client ready deliverables in one click: Stop reformatting data into presentations and spreadsheets. Generate professional PDF summaries and Statement of Values Excel files instantly. Polished, branded, and ready to send to clients or underwriters.
Hours Wasted Reformatting Data
Manual copy paste from research into Word docs and Excel templates
Inconsistent formatting across the team, every deliverable looks different
Formula errors in SOV spreadsheets that undermine credibility
Delays to quotes while you polish presentations instead of closing deals
From Data to Deliverable in Seconds
One click export Professional PDFs and Excel SOVs generated instantly
Consistent branding Every deliverable looks polished and professional
Ready for underwriters SOV formats align with industry workflows
More time selling Spend time closing deals, not formatting spreadsheets
Two Powerful Export Formats
Choose the right format for your audience, presentations or underwriting workflows
Professional PDF Summary
Polished property profiles for client presentations
Comprehensive, professionally formatted PDF that showcases your research. Perfect for initial client meetings, email attachments, or printed proposals.
What is included:
Statement of Values Excel
Industry standard SOV format for underwriting
Pre formatted Excel file that maps directly to underwriting workflows. Send to carriers and underwriters who expect structured SOV data.
What is included:
Why Export Automation Matters
Save Hours per Week
Eliminate manual formatting. Export dozens of profiles in the time it used to take to format one
Consistent Branding
Every deliverable looks professional. No more inconsistent formatting across your team
Zero Formula Errors
SOV calculations are automatic and accurate. No more embarrassing math mistakes
Faster Turnaround
Send quotes same day instead of next week. Speed wins deals in competitive markets
Client Facing Quality
Polished PDFs build credibility. Clients see you as organized and professional
Underwriter Ready
SOV format aligns with carrier expectations. Less back and forth, faster approvals
Export in 3 Simple Steps
From complete profile to client ready deliverable
Open Any Property Profile
Navigate to any property profile you have created. All the data is already collected and structured
Click "Download"
Choose between PDF Summary for presentations or SOV Excel for underwriting, or export both
Send to Client or Underwriter
Professional deliverable ready to attach to emails, print for meetings, or submit to carriers. No editing required
Built for Your Workflow
Real scenarios where export automation saves the day
📧 Email to Prospect
Referral comes in at 4pm. Profile the property, export PDF, and send a polished summary before end of day, while the lead is still hot.
🤝 Client Meeting
Print PDFs for in person meetings. Walk through property details with professional, branded materials that build instant credibility.
📊 Carrier Submission
Export SOV Excel and submit directly to underwriters. Pre formatted data speeds approvals and reduces back and forth questions.
🎯 Proposal Package
Combine PDF summaries for multiple properties into comprehensive proposal packages. Perfect for portfolio opportunities.
Turn Research Into Revenue Generating Deliverables
Stop spending hours formatting. Start closing more deals with instant exports.
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