Email

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 - 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.” 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

Email Preferences

If you don't want to receive automated emails from Appraisal Inbox, you can unsubscribe under Preferences. Note: Please don't mark emails from Appraisal Inbox as spam/junk as it decreases deliverability to our customers. Step 1 From anywhere in Appraisal Inbox, click the avatar icon in the upper right hand corner. Step 2 Click Settings. Step 3 Click the Preferences tab. Step 4 Click the Notifications tab on the left. Step 5 Click the toggle to the No position for the email notifications that you no longer want to receive. Alternatively, you can re-subscribe to email notifications by toggling position to Yes.