Xperienced Solutions,
Xpert Service,
Xceptional Results!
Built by appraisers, we understand your unique challenges of balancing client demands, administrative tasks, and maintaining the core work of appraising properties.
Services for Appraisers
We don’t offer generic office support…
At AXS, we provide specialized services that cater to the specific needs of real estate appraisers.
Our team of Xperienced appraisal coordinators understands the intricacies of this industry. We work as an Xtension of you, handling day-to-day operations with the same level of care and professionalism you would yourself.
We Help Appraisers Improve the Metrics Clients Care About Most:
Faster turn times and smoother communication mean happier clients — and stronger long-term partnerships.
Services for Appraisers
Order Management
- Monitor client portals and emails for incoming appraisal requests
- Accept or decline orders based on availability as directed
- Enter job details into your appraisal software or tracking system
- Organize each order with all required documents and instructions
- Collect or request any additional necessary documentation per order
- Log, organize and update progress of revisions with client
- Consult on atypical properties, log, monitor and update assignment
Client Communication
- Provide daily real-time status updates to AMCs or direct clients
- Notify clients when inspections are scheduled or completed
- Communicate delays, revisions or missing information proactively
- Track order issues, alert appraiser of upcoming deadlines
- Request due date extensions as necessary
- Maintain a professional tone in all written and verbal updates
Email Management
- Monitor and manage your business inbox Monday-Friday based on your time zone
- Respond to routine inquiries and status requests
- Organize, sort and/or forward necessary emails according to preferences
- Upload any received documents to corresponding order in CRM
- Flag urgent items for your review
- Maintain a professional tone in all email responses
- Improve correspondence with clients to increase and maintain order volume
Bid Submissions
- Review the job scope to determine if a bid is required
- Draft and submit competitive bids within each client platform
- Track pending bids and follow up as needed
- Communicate turnaround time, fees, and scope clearly to the client
- Accept or decline order opportunities as directed by appraiser
Phone Management
- Answer calls on your business line using branded scripts or prompts
- Update clients that call on orders status
- Screen inquiries, take messages, or route urgent calls to you
- Follow up on missed calls or voicemails
- Maintain call logs and report communication trends
Appointment Scheduling
- Contact property owners, tenants, or agents to coordinate inspections
- Offer flexible time slots to reduce cancellations or reschedules
- Confirm all appointments and send reminders
- Log appointment details and sync with your calendar
- Update and monitor appraisers inspection calendar
Profile Management
- Update AMC platforms with current fees and coverage
- Upload license, E&O Policy, and W-9 renewal as necessary
- Ensure all profiles are active to avoid missed order opportunities
- Provide vacation status as needed
- Maintain accurate listings of all current appraiser clients, website links, usernames, and passwords, along with client contact information
CRM and Workflow Setup
- Input all client (appraiser) information CRM
- Customize order notifications, dashboard views, order details page views, dropdown lists, and order workflows
- Tailor fit to specific needs and preferences
- Offer input on improving appraisal workflow
Invoice Management
- Create monthly invoices for appraiser clients as directed
- Send payment links from CRM
- Log payments in CRM
- Manage ACH
- Request, track and organize end-of-year 1099s from appraiser clients
See What Our Customers Say
Client Communication
Provide daily updates to appraiser’s clients via client site or email
Request due date extensions as necessary
Monitor all orders
Track order issues, alert appraiser of upcoming deadlines
Provide assistance with questions pertaining to orders, clients, and general inquiries
Assist with workflow questions
Request additional appraisal forms as needed
Upload supporting documentation for fee increases and upcharges
Request reassignments if necessary
Email Monitoring
Monitor all incoming emails
Provide requested appraiser information
Sort, organize, and/or forward necessary emails according to preferences
Provide order updates for any clients without websites
Upload received documents to corresponding order in CRM
Order Management
Provide bids as requested by appraiser’s clients (AMCs, lawyers, private, etc)
Accept or decline order opportunities as directed by the appraiser
Consult on atypical properties, log, monitor, and update assignment preferences
Log new orders
Review all documents provided
Collect or request any additional necessary documentation
Review and confirm signatures on documentation as necessary
Revision Management
Log and organize revisions
Monitor progress of revisions and update appraiser’s clients
CRM and Workflow Setup
Input all client (appraiser) information CRM
Customize order notifications, dashboard views, order details page views, dropdown lists, and order workflows
Tailor fit to specific needs and preferences
Profile Maintenance
Maintain accurate listings of all current appraiser clients, website links, usernames, and passwords, along with client contact information
Upload license renewal as necessary
E&O Policy renewal annually
W-9 annually
Monitor coverage area changes
Update products and fees as necessary
Provide vacation status as needed
Phone Management
Answer all incoming calls, take messages, and forward necessary calls to voicemail
Answer questions as instructed
Maintain a professional appearance and approach
Scheduling
Set inspection appointments based on appraiser calendar and location
Update and monitor appraiser inspection calendar
Logistics
Update CRM and appraiser clients with inspection dates, including but not limited to cancellations, reschedules, and no shows
Request any necessary trip fees for no show appointments
Profile Setup/Management
Set up appraiser information for all provided clients
Upload license, E&O Policy, and any other requested documentation
Set up coverage areas and enter product fees
Provide regular updates of appraiser profile status to appraiser
Accounting
Create monthly invoices for appraiser clients as directed
Send payment links from CRM
Log payments in CRM
Manage ACH
Request, track and organize end-of-year 1099s from appraiser clients