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Affordable, Flexible Pricing Options
Services
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Provide daily updates to appraiser’s clients via client site or email
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Request due date extensions as necessary
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Monitor all orders
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Track order issues, alert appraiser of upcoming deadlines
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Provide assistance with questions pertaining to orders, clients, and general inquiries
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Assist with workflow questions
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Request additional appraisal forms as needed
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Upload supporting documentation for fee increases and upcharges
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Request reassignments if necessary
Client Communication
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Monitor all incoming emails
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Provide requested appraiser information
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Sort, organize, and/or forward necessary emails according to preferences
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Provide order updates for any clients without websites
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Upload received documents to corresponding order in CRM
Email Monitoring
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Provide bids as requested by appraiser’s clients (AMCs, lawyers, private, etc)
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Accept or decline order opportunities as directed by appraiser
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Consult on atypical properties, log, monitor and update assignment preferences
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Log new orders
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โ Review all documents provided
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โ Collect or request any additional necessary documentation
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โ Review and confirm signatures on documentation as necessary
Order Management
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Log and organize revisions
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Monitor progress of revisions and update appraiser’s clients
Revision Management
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Input all client (appraiser) information CRM
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Customize order notifications, dashboard views, order details page views, dropdown lists, and order workflows
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Tailor fit to specific needs and preferences
CRM and Workflow Setup
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Maintain accurate listings of all current appraiser clients, website links, usernames, and passwords, along with client contact information
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Upload license renewal as necessary
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E&O Policy renewal annually
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W-9 annually
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Monitor coverage area changes
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Update products and fees as necessary
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Provide vacation status as needed
Profile Maintenance
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Answer all incoming calls, take messages, and forward necessary calls to voicemail
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Answer questions as instructed
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Maintain a professional appearance and approach
Phone Management
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Set inspection appointments based on appraiser calendar and location
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Update and monitor appraiser inspection calendar
Scheduling
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Update CRM and appraiser clients with inspection dates, including but not limited to cancellations, reschedules, and no shows
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Request any necessary trip fees for no show appointments
Logistics
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Set up appraiser information for all provided clients
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Upload license, E&O Policy, and any other requested documentation
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Set up coverage areas and enter product fees
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Provide regular updates of appraiser profile status to appraiser
Profile Setup/Management
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Create monthly invoices for appraiser clients as directed
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Send payment links from CRM
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Log payments in CRM
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Manage ACH
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Request, track and organize end-of-year 1099s from appraiser clients
Accounting
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AMC Enterprise
For AMCs managing multiple appraisers, this plan provides complete back-office support designed to streamline operations.
From handling client communication, scheduling, and revision management to logistics, and CRM workflows, we take care of the daily workload so your AMC can focus on growth, compliance, and delivering faster turnarounds.