Plug ASSIST into the tools your firm already runs on.
ASSIST is the workfile system of record for residential appraisers. Our integrations push the right signal out — and pull operational data in — without forcing your team to abandon Slack, Outlook, QuickBooks, or the Drive folder they already trust.
Signal, not noise
Push order events to where your team works. No duplicate inboxes.
Workfile stays sovereign
Notes, comments, and compliance data live in ASSIST — discoverable, exportable, USPAP-friendly.
OAuth-only, scoped
Connect with one click. Revoke any time. No long-lived API keys to manage.
Where your team already talks.
Push the right signal to Slack, Microsoft Teams, and Zoom — without forcing chat history out of your secure workfile.
Slack
Live- Order status changes auto-post to #orders or any channel you pick
- Task assignments DM the assignee with a deep link to the order
- Daily morning + evening digests for each appraiser
Microsoft Teams
Live- Channel notifications for revisions, due-date risk, and new orders
- Adaptive Card task assignments — accept or reassign in Teams
- Presence-aware routing so urgent items skip anyone offline
Zoom
Live- Generate Zoom links for inspections, lender calls, or reviews
- Auto-attach recording URL + transcript to the order workfile
- Booking page slots create the Zoom invite automatically
Two-way sync with the inbox you live in.
Inspections show up where your day already runs. Replies stay linked to the order they belong to.
Google Workspace
Live- Two-way calendar sync — inspections appear on personal calendars and personal events become PTO blocks
- Send order emails from your real Gmail address
- Replies thread back to the order automatically
Microsoft 365
Live- Two-way Outlook calendar sync with PTO + availability awareness
- Send + receive on your Outlook address with full thread linking
- M365 presence drives smart task routing
Your documents, where you already keep them.
Mirror every order's documents to a per-order folder in the storage tool your firm trusts.
Google Drive
Live- Auto-create folder per order: /[client]/[address]/
- Drag-and-drop from Drive into any order
- Long-term archive after delivery
OneDrive
Live- Mirror order documents to OneDrive / SharePoint sites
- Inherit your firm's M365 retention + DLP policies
- Open in desktop Word / Excel without leaving ASSIST
Dropbox
Live- Two-way folder sync per order
- Smart Sync respected — no local bloat
- Direct links shareable with clients
Box
Live- Per-order folder structure with Box governance
- Audit trail + KeySafe support for regulated lenders
- Watermarking on shared previews
Get paid faster. Close the books cleaner.
Send a Pay Now link with every invoice. Push completed orders straight to your books.
Stripe
Live- Pay Now button on every invoice — cards, ACH, Apple/Google Pay
- Auto-mark invoices Paid the second the payment clears
- Refunds + receipts handled inside ASSIST
PayPal
Live- PayPal + Venmo Business payouts on invoices
- Webhook-driven Paid status updates
- Disputes surface in the order timeline
Square
Live- Card-present + invoiced payments
- Auto-reconciled to the originating order
- Same Paid → bookkeeping push
QuickBooks Online
Live- Completed orders auto-push as invoices to QBO
- Customer + item mapping handled once, applied forever
- Daily reconciliation report so nothing slips
Sign, share, automate.
Bridge engagement letters, marketing CRMs, and the long tail of tools your firm already uses.
DocuSign
Live- Send any agreement straight from the order
- Signed PDF auto-attaches to the order workfile
- Status visible in the order timeline (sent / viewed / signed)
HubSpot
Live- Push order clients into HubSpot for nurturing
- Pull deal stage back into ASSIST client view
- Track which marketing touch closed which order
Notion
Live- Export reports + KPIs to a Notion dashboard
- Link internal SOPs to relevant order states
- Read-only mirror for leadership visibility
Airtable
Live- One-way export of order, fee, and revenue data
- Build the dashboards your firm has always wanted
- Refresh on schedule or on order completion
Zapier + Make
Live- Trigger any tool when an order changes state
- Listen to ASSIST events and route them anywhere
- 5,000+ apps reachable in a few clicks
See it for yourself.
$59 per appraiser/month. Office Team Members and Trainees $19/month each.