Order management built for appraisers
Orders come in already read - from lender portals and email. Schedule, quote, invoice and get paid online, with every file kept the way USPAP requires. Made for appraisers.
Everything your office runs on, in one place
Built for independent appraisers and appraisal firms.
Portal orders in one click
A browser button reads the order on Mercury, AppraisalPort, Reggora, ConnectVL, Appraisal Scope and AppraisalShield - every field, note and document.
Email orders in
Forward any order email to your own order address. It is read for you - PDF and Word engagement letters included - and waits for your OK.
Send it to your report software Coming
Start the report with the order already filled in - UAD 3.6 ready, for TOTAL, Appraise-It Pro, and other UAD 3.6 software.
Scheduling and route planning
Plan your day on the map: pick the stops, see the drive time between each and when to leave, then book them all in one click. Plus "straight after" booking and your phone's calendar.
In-app text messaging
Text the borrower, agent and client right from the order - every conversation kept with the file, with templates and unread alerts.
From Quote to Order
A quote form for your website, your own fee rules, quotes emailed with a PDF, and a one-click Accept that turns into an order.
Invoices and online payments
Raise invoices in a click and get paid by bank or card through Stripe - payments record themselves. Aging, reminders and statements built in.
Referrals to colleagues
Tired of fielding “we don’t cover that area” calls? Get paid to refer out-of-area leads to other appraisers, just like you.
USPAP record keeping
Five-year retention and legal hold on every file, a workfile that keeps itself, and nothing on hold is ever deleted.
Reports that matter
Turn times, revenue by client, what is owed and by whom, and files that are stuck - at a glance.
Mileage log
Every inspection trip logged with its miles from your office, ready for tax time - no notebook in the truck.
Help that answers you Coming
An assistant on every screen that answers "how do I...?" and takes you right where you need to go.
Works on your phone
Directions, calls, notes, photos and scheduling from the driveway - built for the iPhone as much as the office computer.
Bring your orders with you
Move your order history over from Anow, Appraisal Inbox, Appraisal Ally, a CSV file, or any spreadsheet - clients, dates and fees included.
Needs Your Attention
One dashboard for what needs you today: new orders to review, accepted quotes, customer replies, overdue invoices and files that are stuck.
Client status link
Lenders and homeowners check where their appraisal stands on their own - fewer "any update?" calls.
Company documents
W-9, E&O, licenses and resumes kept current, with a warning before anything expires, sent to a client in two clicks.
Your team, your rules
Roles for appraisers, trainees and office staff - who sees fees, who edits which files - enforced for real, not just hidden.