Step 1 of 11

Cover & Identification in a PTAM: formal identification of the document

The cover is the first element of the PTAM and serves to formally identify the work, gathering the information that lets the reader understand at a glance…

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The cover is the first element of the PTAM and serves to formally identify the work, gathering the information that lets the reader understand at a glance what the document is.

Mandatory cover elements

  • Document title — “Technical Market Valuation Report”.
  • PTAM number — a sequential code for control and traceability.
  • Subject of the appraisal — a short description of the property (e.g., “Residential apartment”).
  • Property address — full location.
  • Requester's name — the individual or company that commissioned the work.
  • Issue date — date of preparation and validity of the report.
  • Appraiser's name and registration — a real estate agent with an active CRECI license.

Why it matters: the cover gives the document its formal identity and is the first element reviewed in any use — negotiation, financing or legal proceeding. Sequential numbering also helps track the volume of work and locate past documents for reference or revision.

Do this step in practice, with the PTAM ready at the end

Valor 360 guides every stage of the PTAM under NBR 14653: it finds comparables, adjusts them, maps the surroundings and delivers the report as a PDF ready to sign.

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All steps of the guide

  1. Introduction · Introduction
  2. Step 1 of 11 · Cover & Identification
  3. Step 2 of 11 · Requester & Purpose
  4. Step 3 of 11 · Property Details
  5. Step 4 of 11 · Technical Features
  6. Step 5 of 11 · Infrastructure & Location
  7. Step 6 of 11 · Market Analysis
  8. Step 7 of 11 · Value Research
  9. Step 8 of 11 · Value Definition
  10. Step 9 of 11 · Methodology
  11. Step 10 of 11 · Appendices & Documentation
  12. Step 11 of 11 · Signature & Responsibility
  13. Tools · PTAM Tools
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