Independent appraisal firms often juggle bank orders across inboxes, whiteboards and phone tag. Orders land in one queue, auto-assign by area and workload, get site visits booked by a bot and keep the lender updated with status pings throughout.
Typical results
4 days
Average turnaround
-56%
Turnaround time
+41%
Monthly order capacity
0
Orders lost in inboxes
Figures reflect typical results for this kind of automation.
The challenge
Orders arrived from six banks through email and portals, and the office manager assigned them from memory — sometimes to an appraiser forty minutes from the property while a closer colleague sat idle. Scheduling visits meant days of phone tag, lenders called constantly for status, and nine-day turnarounds were costing the firm framework agreements.
Before and after
Turnaround
−56%Days to schedule a visit
−83%Orders handled
+41%The automation
Every incoming order now parses into a central queue, whatever channel it arrived through. The pipeline assigns each one automatically by geography, property type, and each appraiser's live workload, then a WhatsApp bot contacts the property owner or agent and books the site visit into the appraiser's calendar. The lender receives automatic status pings at every stage — assigned, scheduled, visited, in review — and the finished report is delivered with a complete audit trail.
How it works
- 01
Order lands
Bank orders from email and portals parse into one central queue automatically.
- 02
Auto-assigned
Each order routes by area, property type, and the appraiser's live workload.
- 03
Bot books the visit
A WhatsApp bot coordinates with the property contact and books a slot in the appraiser's calendar.
- 04
Lender kept posted
Automatic status pings go out at assignment, scheduling, site visit, and review.
- 05
Delivered
The finished report reaches the lender with a complete audit trail attached.
Starts from
- Bank orders, all channels
- Area & workload data
Delivers
- Visit booked by bot
- Lender status pings
- Report delivered
The impact
Average turnaround typically drops from nine days to four, and monthly capacity can grow from eighty-five orders to a hundred and twenty with the same team. Lender status calls nearly vanish thanks to the automatic pings, and faster turnaround strengthens the firm's case for new bank framework agreements.
Questions about this automation
How are orders from different banks collected?
Orders arriving by email or through lender portals are parsed into one central queue with the property address, property type, lender and deadline. Each one becomes a structured record whatever its source, so the office no longer works from several inboxes and a whiteboard to see what is open and what is late.
How does auto-assignment choose an appraiser?
Each order is matched by geography, property type and each appraiser's live workload. The nearest qualified appraiser with capacity gets it, which cuts driving time and keeps queues balanced. The office manager can override any assignment, and orders that fit no rule, such as unusual property types, wait for a manual decision.
What does the WhatsApp bot do?
After assignment, the bot contacts the property owner or agent, offers open slots from the appraiser's calendar and books the visit. It sends a reminder before the appointment, and the lender gets automatic status pings at assignment, scheduling, visit and review. If the contact does not reply, the order is flagged for a phone call.