.png)
Affordable, Flexible Pricing Options
Services
-
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
Client Communication
-
-
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
Email Monitoring
-
-
Provide bids as requested by appraiser’s clients (AMCs, lawyers, private, etc)
-
Accept or decline order opportunities as directed by 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
Order Management
-
-
Log and organize revisions
-
Monitor progress of revisions and update appraiser’s clients
Revision Management
-
-
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
CRM and Workflow Setup
-
-
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
Profile Maintenance
-
-
Answer all incoming calls, take messages, and forward necessary calls to voicemail
-
Answer questions as instructed
-
Maintain a professional appearance and approach
Phone Management
-
-
Set inspection appointments based on appraiser calendar and location
-
Update and monitor appraiser inspection calendar
Scheduling
-
-
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
Logistics
-
-
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
Profile Setup/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
Accounting
-
.png)
.png)
.png)