Your customers
- Banks and housing finance companies (panels)
- NBFCs
- Insolvency professionals and companies (IBBI work)
- Individuals (capital gains and family partitions)
- Insurance companies
Professional and business services · Services
MatruOS for a registered valuer and surveyor
Set up the way a registered valuer and surveyor runs: fee per valuation report on bank fee schedules; IBBI valuations under the Companies Act and IBC; lender's engineer stage inspections; capital gains and stamp duty valuations for individuals. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
- 7
- 1
- 2
- 2
- 3
- 6
What this solves
What a registered valuer and surveyor deals with today, and what MatruOS sets up for it
Today
Dozens of reports pending in different bank formats. Bank fees paid 45-120 days late and nobody tracks which branch owes what.
In MatruOS
MatruOS sets up 7 routines, 1 workflow, 2 registers and 6 licences for a registered valuer and surveyor, with an AI team that reads your own records and prepares the work.
What changes
The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Where you sit
MatruOS starts from how your business earns
Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.
- Borrower or company
- bank or IP
- valuer
- report
- loan sanction, auction or resolution
Your suppliers
- Site engineers
- RVO (membership, courses)
- Laser meters and survey tools
- Travel
Credit and cash
Banks pay 45-120 days after the report, often in batches; individuals pay in advance; IBC fees are paid from the resolution process costs
Steady report volume, lumpy bank payments; fuel and engineers' pay every month
Your screens use your words
CustomerBank or clientOrderValuation requestItemProperty or assetInvoiceFee billproductReportSupplierVendor
How it works
How MatruOS is set up for a registered valuer and surveyor
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Registered valuer and surveyor", typed when you sign up.
- Recognised as a registered valuer and surveyorRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
- Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.
Your AI team
What the AI team does for a registered valuer and surveyor
Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Groups new requests by area into a day's route per engineer and drafts calls or messages to borrowers fixing time and documents
Asks you before sending
Fills the bank's report format from site notes, documents and guideline rates, flags missing comparables and area differences, for the valuer to set values and sign
Asks you before signing
Raises monthly fee bills per bank, matches payments and TDS, and drafts reminders to branches with bills over 45 days
Asks you before sending
1 / 3
How you run
Your routines, already on a timetable
Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.
Every day
9:30 amAllocate today's site visits
- 1Read new requests from banks and group site visits by area
- 2Call borrowers to fix visit times and ask for documents
11:00 amSite inspections
- 1Measure built-up and plot area and note boundaries
- 2Geo-tagged photos of front, interiors and surroundings
- 3Note construction stage, age and deviations from approved plan
4:30 pmDraft and sign reports
- 1Draft reports in each bank's format from site notes and documents
- 2Valuer reviews, signs and sends
Every week
Sat 11:00 amPending reports and bank queries
- 1List reports older than 5 days and documents awaited
- 2Answer bank queries on values
Every month
5thFee bills and payment follow-up with banks
- 1Raise fee bills per bank for reports sent last month
- 2List bills unpaid over 45 days by branch and send reminders
Every year
MarBank panel renewals and CPE hours
- 1Renew panel empanelments that expire and submit documents
- 2Complete RVO CPE hours and pay annual fees
Workflows
Each stage goes to the person who handles it
Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.
Valuation request to payment
- 1Request received from bank
- 2Site visit done
- 3Documents checked
- 4Values set and report signedNeeds approval
- 5Report sent to bank
- 6Fee paid
Registers and SOPs
Your registers and standards
Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.
Valuation requests
Fee bills
Site inspection
Value what is really there
Valuation report sign-off
A defensible value
Items and licences
Your first bill is right, and no licence lapses
Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.
| Item | HSN | GST |
|---|---|---|
| Residential property valuation (home loan) | 997224 | 18% |
| Commercial or industrial property valuation | 997224 | 18% |
| Plant and machinery valuation | 998399 | 18% |
| NPA or auction revaluation | 997224 | 18% |
| Lender's engineer stage inspection | 998331 | 18% |
| Liquidation value under IBC (per asset class) | 998399 | 18% |
| Companies Act valuation of shares | 998399 | 18% |
| Fair market value as on 2001 for capital gains | 997224 | 18% |
| Insurance valuation of building and machinery | 998399 | 18% |
- Registered valuer (IBBI)
- GST registration
- PAN
- Professional tax registration
- Council of Architecture registrationIf it applies
- Shops and Establishments registrationIf it applies
Your people
The people who run it, each with their own login
Each person sees the screens and reminders for the work they do.
ValuerSigns reports, sets values, handles bank panels and IBBI engagements, answers bank queries.
Site engineerVisits sites, measures, photographs, checks documents on site.
Report writerPrepares reports in each bank's format, uploads them, bills fees.
Not covered yet
- Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
- Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.
Questions people ask
How long does it take to set up MatruOS for a registered valuer and surveyor?
Type one line about your business when you sign up, for example "Registered valuer and surveyor". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.
Do I have to type all of this in?
No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.
Can I change the routines and workflows?
Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.
What does the AI team do without asking me?
It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.
Professional and business services
Other services in professional and business services
Run a registered valuer and surveyor on one system Set up for your trade when you sign up.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes