For Commercial Appraisal Firms

Your appraisal practice runs on deadlines. Your systems should too.

We build the back-office infrastructure for commercial appraisal firms — engagement tracking, client intake, deadline management, and AI-assisted workflows that speed up report production without cutting corners.

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Sound familiar?

  • Engagement tracking lives in spreadsheets and email threads
  • Deadlines get missed because there's no centralized pipeline
  • Client intake is manual — every engagement starts the same chaotic way
  • Report progress is invisible until someone asks for an update
  • Invoicing and follow-up happen late, or not at all

What changes after we build this.

  • Every engagement tracked in a single pipeline from intake to delivery
  • Automated deadline reminders so nothing slips without a prompt
  • Client intake runs as a structured sequence — no more back-and-forth emails
  • Report status visible to the whole team at a glance
  • Invoicing and payment follow-up automated on delivery

What's included in the build.

Scoped on the audit call — every firm is different. This is the typical framework.

Engagement Pipeline

Track every appraisal from first contact through report delivery in one CRM. Status visible to the whole team.

Client Intake Automation

Structured intake form and onboarding sequence — scope confirmation, data requests, deadline acknowledgment.

Deadline & Task Tracking

Automated internal reminders tied to engagement deadlines. No more chasing status manually.

Invoicing & Payment Follow-Up

Invoice generation triggered on report delivery, with automated payment reminders.

AI Report Drafting Workflows

AI-assisted tools for first-draft narrative sections, comparable summaries, and market condition language.

Operations Documentation

SOPs for every process so your team can execute consistently without you in the room.

Ready to get your practice organized?

Free 30-minute call. If we're aligned, the audit is also free.

Book the Free Audit