Order Forward
You can forward your AMC, lender, and other order request emails straight into Appraisal Inbox by sending them to
[email protected] (yes, that is .email, not .com!) and Appraisal Inbox will do a little magic 🪄 and
automatically add the order - meaning you no longer have to manually enter it! No more copy-paste tango, email juggling,
or time-wasting double entry. Simply forward your order emails into Appraisal Inbox.
Providers
While Portal Push can handle just about any provider email format as long as it contains the import fields like subject
property address, client information, etc - it has been tuned for the following:
- AppraisalPort
- AppraisalScope
- Connexions
- Dwelling Blocks
- EVO (GlobalDMS)
- Mercury
- NAS (Nationwide Appraisals Services)
- PropertyRate
- Realwired
- RIMS/Exactbid
- Stewart Valuation Intelligence
- ValueLink (AMS & Connect)
- ValuTrac
- VA (Veterans Administration)
What's missing? Having issue or data not mapping correctly? Let us know at [email protected]
Note: There's a few setup requirements and other things to note:
Steps
Step 1
The person who forwards the appraisal order must be a user (Team Member) in Appraisal Inbox. That’s how we match the
order to your account.
Step 2
The original sender (i.e., the AMC/lender/client) should be a Contact belonging to a Client in your account. If not,
we’ll automatically set them up for you.
Step 3
If the Client from the order email already exists in Appraisal Inbox, their name must match exactly or duplicates may be
created. This is very important!
Note: Steps 2 and 3 are optional, but if you skip them, you may end up with duplicate Clients!
Example Usage
If orders come from Awesome AMC ([email protected]), add “Awesome AMC” as a Client (if they aren’t already). Then
add a new Contact under that Client using the order email address and set their type to “Orders.”
Direct Email
You can also compose a new email directly to [email protected] when you don't have an existing email to
forward. This is helpful in situations where you have an engagement letter or similar document that contains the order
details, but not via an email via a client (for example, one you downloaded from a file store or client portal).
How it works
1. Compose a new email to your Order Forward address
2. Include order details in the email body and/or attach a PDF (such as an engagement letter)
3. Send the email and Appraisal Inbox will parse the details and create the order
Tips
- Be sure details like property address, client name, fee, and due date are included
- PDF attachments with engagement letters are automatically parsed for order information
- Notes can be added above the order details, just like with forwarded emails
Bonus
Assign Appraisers
You can automatically assign appraisers by CC’ing them before forwarding the email. Keep in mind that since this is a CC
(carbon copy), the assignees will receive a copy of the original order email.
Add Notes
When forwarding the order email, anything you write above the forwarded email body will be added to the appraisal
order’s Notes tab.
Auto-forward
If you want to automate the process even further, you can set up rules in your email client to automatically forward
order emails to [email protected]. Instructions below:
- Use rules to automatically forward messages
- How to Automatically Forward Specific Emails in Gmail