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Feature Spotlight: Smart Form

· 3 min read
Chase Pursley
Chase Pursley
Founder of Appraisal Inbox

The Challenge of Repetitive Data Entry​

Real estate appraisers spend countless hours filling out forms and enter the same data over (and over and - you get the picture) again. This process is not just tedious - it's a significant drain on time and resources that could be better spent on core appraisal work.

The Fragmented Order Entry Processes​

Appraisers often find themselves:

  • Entering the same information across multiple platforms
  • Manually inputting data that could be automatically populated
  • Spending excessive time on administrative tasks rather than focusing on core appraisal work
  • Potential for inconsistencies across different platforms

These inefficiencies not only slow down the appraisal process but also increase the risk of errors and reduce overall productivity.

What is the Appraisal Inbox Smart Form?​

At Appraisal Inbox, one of our big goals is to save appraisers time by reducing the amount of double entry and time spent digging through multiple sources of data. By leveraging intelligent auto-filling capabilities and integrating crucial information from various sources, Appraisal Inbox's Smart Form significantly reduces double entry and saves appraisers precious time.

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Key Benefits of Smart Form​

  1. Intelligent Auto-Filling: The Smart Form automatically populates fields with relevant information, minimizing manual data entry.

  2. Seamless Data Integration: It pulls in essential data from multiple sources like public records and the Customer Relationship Manager.

  3. Reduced Double Entry: By eliminating the need to input the same information multiple times, Smart Form streamlines the entire appraisal order process.

  4. Time Savings: With less time spent on data entry, appraisers can focus on more critical aspects of their work, improving overall efficiency.

How Smart Form Works​

Smart Form employs advanced technology to simplify the appraisal order process. Here's a breakdown of its key features:

Automated File Number Generation​

Smart Form automatically generates a unique file number for each new appraisal order by auto-incrementing up from your last order's file number, saving time and ensuring consistency.

Property Data Auto-Population​

When entering a subject property's address, Smart Form springs into action:

  • It geocodes the address automatically
  • Fetches owner information from public records (including commercial!)
  • Identifies and fills in the property type
  • Populates other crucial property data

This automated process reduces the need for manual research and data entry, significantly speeding up the initial stages of a entering a new appraisal.

Quick Team Member Assignment​

Smart Form streamlines the process of assigning team members to appraisal orders:

  • Allows for rapid client lookup or easy addition of new clients
  • Enables quick assignment of team members based on their roles
  • Automatically applies commission settings with just a few clicks

This feature works seamlessly with our Team Calendar and Commission Tracking tools to ensure efficient workflow management.

Streamline Order Entry With Smart Form​

By reducing double entry, automating data population, and simplifying the appraisal order process, Smart Form allows appraisers to focus on what they do best – providing accurate and timely property valuations.