Order Forward
You can forward your AMC, lender & portal order (and quote) emails to [email protected] 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 & time-wasting double entry. Simply forward your order emails into Appraisal Inbox.
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 with your account.
Step 2
The original sender (i.e. the AMC/lender/client) should be a Contact which belongs to a Client in your account.
Step 3
Additionally, if your Client from the order email is already in Appraisal Inbox, their spelling must be exactly the same
as in the email or you might end up with duplicates.
Note: Steps 2 & 3 are optional but if you skip them, you may end up with duplicate Clients & Contacts!
Example Usage
If orders come from Awesome AMC ([email protected]), add "Awesome AMC" as a Client (if they aren't already) and
then add a new Contact belonging to Awesome AMC using that order email address with the type of "Orders".
Bonus
Assign Appraisers
You can automatically assign appraisers by "cc"ing them before forwarding the email. Keep in mind that since's this is a
"cc" (carbon-copy), the assignees receive a copy of the original order email.
Add Notes
When forward the order email, anything your write above the order email body before you forward will be added to the
appraisal order's Notes tab.
Auto-forward
If you want automate the process even further, you can set up auto-forwarding rules in your email client to
automatically forward order emails to [email protected]