Core features
Daily Command Center
See overdue orders, upcoming inspections, revision requests, and what needs attention across your appraisal pipeline in one prioritized view.
ASSIST IQ
Built-in intelligence that surfaces risk, suggests next actions on every order, and summarizes engagement letters, revision requests, and reconsideration-of-value emails.
Email Intake
Forward appraisal order emails and engagement letters so ASSIST can capture order details, parse fees and due dates, and create draft orders ready for your review.
Tasking Center
Workflow-driven tasks assigned to the right person at the right step — scheduling, inspection, typing, QC review, delivery, and revisions — with due-time defaults per client.
Scheduling via Text
Send property contacts available inspection times by SMS and keep every scheduling update tied back to the appraisal order automatically.
Active Orders Map
See every active appraisal order on a live map by status, plan inspection routes geographically, and identify trip-pair opportunities at a glance.
Review Requests
Automated Google review workflow that asks happy clients for a review at the right moment in the order lifecycle, with reminders and tracking.
Client, Lender, and Portal Management
Manage clients, lenders, AMC portals, due-time defaults, upload instructions, and portal credentials in one place so anyone on your team can deliver an order.
Fee Schedule
Per-client, per-product, per-county fee schedules so quotes and invoices stay accurate and rush, complex, and FHA premiums apply themselves.
Coverage Areas
Define the counties, ZIP codes, and trip radii you cover so incoming requests can be accepted, quoted, or declined faster.
Reporting and Insights
Track revenue, order volume, turn time, client trends, workflow health, and operational performance across your appraisal practice.
Integrations
Connect ASSIST with Slack, Microsoft Teams, Zoom, Google Workspace, Microsoft 365, Google Drive, OneDrive, Dropbox, Box, Stripe, PayPal, QuickBooks Online, DocuSign, HubSpot, Notion, Airtable, Zapier, and Make.