Feature Spotlight: Client Form

The Broken Appraisal Order Intake Process

All real estate appraisers know the routine: endless email threads, follow-up calls, the "appraisal portal" and dealing with files spread across multiple places just to piece together order details. This approach often results in delays, miscommunication, and overlooked requirements.

The Real Cost of Scattered Communications

This scattered approach to appraisal order intake leads to:

• Missed information and incomplete order details
• Time wasted on back-and-forth communications
• Increased risk of errors due to manual data entry
• Difficulty tracking order status and client requests

These issues not only slow down your workflow but can also impact the quality of your service and potentially lead to lost business.

What is the Appraisal Inbox Client Form?

At Appraisal Inbox, we recognized this pain point and developed a solution to help you streamline the collection of appraisal order details from your clients. The Client Form provides a unique order link that allows your existing and new clients to submit appraisal orders directly into your Appraisal "Inbox" (get it?). This feature reduces the amount of manual data entry and reduces the risk of miscommunication or lost orders, making it an essential appraiser software tool.

Key Benefits of the Client Form

1. Direct Order Submission

   • Clients can easily submit orders through your firm's personalized link
   • Orders are automatically added to your Appraisal "Inbox"
   • Reduces administrative tasks and potential errors
   • Enables "appraiser direct" communication with clients

2. Instant Notifications

   • Both you and your client receive email confirmations for new order submissions
   • Stay informed and respond promptly to incoming requests via email or in-app

3. Seamless Communication

   • Clients can reply to the order confirmation email to communicate with your team
   • No need for your clients to login to a separate portal or platform
   • No need for your clients to use a separate "appraisal login" portal
   • All messages are synced to the appraisal order's thread in real-time

4. Secure File Sharing

   • Clients can securely share important documents like engagement letters
   • Additional files can be easily uploaded by attaching them to email replies
   • All documents are organized and accessible within the Appraisal Inbox

Enhancing Appraiser Productivity

The Client Form feature is designed to boost your appraisal team's productivity by reducing double-entry and making it easy for your clients to order appraisals from you. By centralizing order submissions and communications, you can:

• Reduce time spent on administrative tasks
• Minimize the risk of missed or delayed orders
• Maintain a clear record of all client interactions
• Access all relevant documents in one place

This streamlined process is particularly beneficial for real estate appraisers looking to optimize their workflow.

Improving The Client Experience

Your clients will appreciate the simplicity and efficiency of the Client Form. They can:

• Submit orders quickly and easily
• Communicate with your team without navigating multiple systems
• Share files securely and conveniently
• Receive prompt updates and responses

Implementing the Client Form in Your Workflow

Getting started with the Client Form is straightforward:

1. Copy your unique order link from the settings section (you can customize the url)
2. Share the link with your clients and include it in your marketing material, email signature, etc
3. Begin receiving orders directly in your Appraisal "Inbox"
4. Enjoy streamlined communication and file sharing with your clients

Start Receiving Orders Directly From Your Client

The Client Form allows clients to submit orders directly into your system, eliminating the need for double data entry and reducing potential errors. This streamlined approach centralizes all communications related to each order, making it easier to track and respond to client requests. By providing a straightforward way for clients to order appraisals and share necessary documents, the Client Form enhances efficiency and improves service quality in your appraisal business. As an integral part of modern appraiser software, it's designed to meet the specific needs of real estate appraisers.

For more information on managing your appraisal business effectively, check out our guide on customer relationship management for appraisers.