May 17, 2023
Supercharge Your Appraisal Scope Experience:
Try These Tips!
If you're using Appraisal Scope, you're already on your way to streamlining your appraisal workflow! But there are a few things you can do to get even more out of this powerful platform. First, make sure you're taking advantage of all the features Appraisal Scope has to offer, from automated order acceptance to customizable reports.
Finally, take advantage of Appraisal Scope's comprehensive training materials and support team to make the most of this valuable tool. By leveraging Appraisal Scope's features and investing in training and support, you can take your AMC business to the next level.
Tip 1: Custom Dashboard Views:
Get the most information at-a-glance with custom views for each of your Dashboard's Statuses. The Dashboard Configuration provides each staff user with their preference-based view of the Dashboard. For example, order managers may want to see the Inspection Date displayed in the All Open orders tab. Or, a reviewer may want to view (and sort by) the CU Score in the Ready for Review tab.
Tip 2: One-Click Notification
Minimize errors and effort by utilizing personalized alerts capable of being employed by both your employees and vendor Notifications are excellent for rapidly providing information to clients, labeling requests with internal details, or enabling your vendors to achieve more rapid communication.
Tip 3: Automate Due Dates
Create a distinct deadline for appraisers without the need for manual intervention to guarantee timely delivery of appraisals to clients. Using the Appraiser Scheduling feature, it is simple to schedule the appraiser's deadline to be X days before the Client's deadline.
Tip 4: Improve Reviewer Workflow
Assign the most suitable internal reviewer to a document by implementing the Reviewer Rule Profile assignment method that requires minimal intervention. Reviewers on the staff have the ability to be assigned appraisals for review automatically, considering variables such as Client, Status, Jobtype, and others of the sort.
If you need assistance implementing any features mentioned in the Tips section, we encourage you to contact our support team. We are committed to providing excellent customer service and will do everything we can to help you succeed.
Appraisal Scope Support
Email: support@appraisalscope.com
Phone: (800) 900-4954, Option 4
Download the new Appraisal Scope User Guide today to learn other ways to get the most out of Appraisal Scope.