Value & Cost Estimate

Upload a comparables screenshot (e.g. from the PennyMac AVM) and enter the address — Claude estimates the home’s value from those sales and researches the monthly carrying costs (property tax across all jurisdictions, insurance, HOA) onto a clean branded form.

What do you need?

Property address

Comparable sales (optional, recommended — e.g. a PennyMac AVM screenshot; if you skip it, Claude finds comps itself) Click or drop the comparables table (image or PDF)

Prepared for (optional)

Steer toward a target value (optional)

On: Claude centers the estimate near this number and foregrounds the comps that support it — staying honest (if the comps can’t reach it, it says so). Off: Claude estimates purely from the comps/data. The target is not printed on the sheet.

Best results: upload your comps. Pull comparables from the PennyMac AVM (or similar) and drop the screenshot above — the value is estimated from those verified sales. Without comps, Claude falls back to web search (lower confidence). Either way it’s an automated estimate, not an appraisal: property tax reflects all applicable jurisdictions, insurance is a regional ballpark, HOA shows only if found. Verify before client use.

Estimate ready

Review before sending to a client. This run is saved to the team’s Saved runs database (borrower, address, the figures, and the output PDF) for about 90 days — the raw documents you uploaded are not stored. Researching the address can take 20–40 seconds.