- Licenses, insurance, and legal review
- Use written access and privacy agreements; carry general liability coverage; do not present valuations as licensed appraisals or promise insurance outcomes.
- Revenue models
- Room-based packages, whole-home projects, annual update subscriptions, and move-in or estate documentation.
- Suggested pricing
- Planning estimate: $175–$750 per property based on size and detail, plus secure annual-update plans.
- Ongoing expenses
- Mileage, insurance, storage, software, equipment replacement, screening, and marketing.
- Marketing
- Build referral relationships with insurance agents, organizers, estate attorneys, relocation professionals, and senior communities.
- Risks and common mistakes
- Capturing sensitive documents, insecure file sharing, unclear ownership, overstating valuation expertise, and underestimating large homes.