Scope of Services | ASSIST

    SCOPE OF SERVICES

    I. AUTHORIZED ADMINISTRATIVE & LOGISTICAL TASKS

    ASSIST by AiSo, LLC, doing business as "ASSIST" ("Provider"), acts solely as a liaison and administrative assistant.

    Order Triage & Management

    • Monitoring Appraiser's vendor portals and email for new assignment requests.
    • Accepting, Declining, or Accepting with Conditions strictly based on the fee schedule and turn-time parameters pre-approved by the Appraiser.
    • Quoting fees for complex orders using the Appraiser's pre-set pricing matrix.

    Vendor Profile Optimization

    • Maintaining and updating the Appraiser's vendor profiles on client portals.
    • Uploading current credentials including State License, E&O Insurance declarations, and W-9 forms.
    • Updating coverage areas and fee tables to ensure accurate order flow.

    Status Reporting & Logistics

    • Updating order statuses on client portals only after receiving confirmation/dates from the Appraiser.
    • Providing generic status updates to clients to maintain responsiveness.

    Note: Provider does not contact homeowners/agents to schedule appointments.

    Communication Relay

    • Acting as a dedicated pass-through for communication between the Appraiser and their Clients.
    • Forwarding revision requests immediately to the Appraiser, and forwarding replies back to the Client.

    Document & File Transfer

    • Retrieving order documents from Client portals and uploading them to the ASSIST software.
    • Uploading completed reports or documents provided by the Appraiser back to the Client's portal.

    Note: Provider does not perform data entry, create workfiles, or type within the appraisal report software.

    Billing Support

    • Uploading invoices to Client portals as needed/requested.

    II. PROHIBITED SERVICES & LIMITATIONS

    To ensure compliance with State Licensing Laws and USPAP, the Provider strictly refrains from the following:

    • No Professional Assistance: Provider will not select comparables, determine values, sketch properties, or draft any portion of the appraisal report text.
    • No Data Entry: Provider will not type subject data or public record data into the report form.
    • No Active Scheduling: Provider will not cold-call borrowers or agents to set appointment times (Provider only logs the date once set by the Appraiser).
    • No Signature Authority: Provider will never sign an appraisal report or certification.