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Courses

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Select The Appropriate Course For You

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Quoting Clients

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A Step by Step on Quoting Clients

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Learn how to accurately quote a potential client. This includes the right questions to ask a potential appraisal client and how to add on required fees.

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Creating An Order

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Creating A Client Order

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Learn how to create an order from start to finish in Google Drive. This includes file creation, adding necessary documents to the file, completing a new order form and determining due dates and lead times.

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Scheduling In Acuity

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Scheduling An Appointment on the Calendar

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Learn how to schedule a new appraisal in our Acuity system so that it will appear appropriately within our Google Calendar.

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Sending An Invoice

Invoicing A New Client

Learn how to create and send an invoice in our square invoicing system.

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Report Set Up In Total

Creating The Inspection File

Learn how to create the appraiser tablet files prior to the inspection. This includes assignment page completion, and sketching of the subject property.

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Preliminary Reports

After Inspection Preliminary Set Up

Learn how to set up the preliminary file for the appraiser after the inspection. This includes adding documents to the report, downloading the file from the cloud, entering required details, inserting inspection photos and more.

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Comparable Selection

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Researching & Selecting MLS Comparables

Learn how to research, select and pull subject comparables based on required perimeters.

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Revision Requests

Completing Client Revision Requests

Learn how to make a correction to an already completed report. How to modify and notate the change, as well as, saving and sending the report appropriately.

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Sign, Save & Send

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