ValueLink Connect is an appraisal office management software which enables appraisers to manage the entire appraisal order process from order creation to delivering comprehensive appraisal reports. Connect keeps everything organized in one place while reducing costs, increasing efficiency, and expediting the entire appraisal process.
ValueLink Connect 1.5 is our second major release of 2019. This release introduces major functionalities that are designed to make your appraisal process better than ever. Some highlights of the release are listed below:
Staff Role for Office Assisstants
Staff users can now be set up in the system to manage all day-to-day tasks, without having access to critical accounting and reporting information.
Staff users have full access to managing orders, including inspection scheduling, managing communication and delivering reports. They can also set and manage appointments in the calendar.
Staff users can also view Client and Vendor profiles to check for any mistakes and also have the ability to make limited changes to those profiles.
Automated Inspection Scheduling
To eliminate bottlenecks in the appraisal inspection scheduling process, we have added support for automatic inspection scheduling in the Connect appraisal order management platform.
As soon as the order is assigned to an appraiser, the system sends out an email notification to the order contact allowing them to select up to 4 timeslots for scheduling the inspection.
The appraiser is immediately notified on their Connect app and able to pick a date at a click of a button. The order status automatically updates to Inspection Scheduled and all parties notified.
Document Sync from Connect to ValueLink
We have simplified the process of keeping your documentation updated with all your clients. Any documents that are uploaded on the Connect platform will now sync directly with all your customers’ systems.
No more logging into multiple systems and having to upload documents in each systems multiple times. The process is designed to save your precious time and get more work done.
Just use the “sync documents” option on your profile and all documents will be automatically synced with your clients’ systems. The whole process of uploading the documents will be completed with a single click.
Drag & Drop Supporting Documents
We have added Drag and Drop functionality to the Supporting Documents section of the order, so you can get more done in less time.
Now, you can just drag and drop the supporting documents with ease. Rather than browsing each file to upload it through multiple clicks.
Our drag and drop feature is supported by the most frequently used browsers including Google Chrome and Mozilla Firefox.