Courses
Select The Appropriate Course For You
Select The Appropriate Course For You
Quoting Clients
Quoting Clients
A Step by Step on Quoting Clients
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.
Creating An Order
Creating An Order
Creating A Client Order
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.
Scheduling In Acuity
Scheduling In Acuity
Scheduling An Appointment on the Calendar
Learn how to schedule a new appraisal in our Acuity system so that it will appear appropriately within our Google Calendar.
Sending An Invoice
Sending An Invoice
Invoicing A New Client
Learn how to create and send an invoice in our square invoicing system.
Report Set Up In Total
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.
Preliminary Reports
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.
Comparable Selection
Comparable Selection
Researching & Selecting MLS Comparables
Learn how to research, select and pull subject comparables based on required perimeters.
Revision Requests
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.
Sign, Save & Send
Sign, Save & Send
Saving & Sending PDF/XML or ENV Files
Learn how to effectively save and send a file in it's required format.
TrueTracts Training
TrueTracts Training
Pulling Market Data from TrueTracts
Learn how to pull market data utilizing the TrueTracts system.