A quiet operations team helping run the work around every order — inside your rules.
The work around every appraisal — inbox, portals, texts, scheduling, status updates, renewals, and follow-up — is where time disappears. ASSIST gives that operational work a system, and a quiet team to help keep it moving inside the rules you set.
You set the guidelines. ASSIST follows them. Anything unclear, atypical, or outside scope comes back to you.
Built for appraisers who want support without giving up control.
Solo appraisers
Independent appraisers who want operational support without giving up control of their work or client relationships.
Small appraisal teams
Two- to five-person teams that need a consistent system for inbox, scheduling, portals, and client follow-up.
Appraisal firms
Established firms looking for a rules-based operations layer that scales with their order volume.
Growing businesses
Appraisers actively building their pipeline who want responsiveness, organization, and visibility working in their favor.
Four steps from setup to a calmer week.
Set your rules
During onboarding, we capture your coverage area, fees, product list, scheduling preferences, client notes, and escalation rules.
We configure the workflow
Templates, status updates, reminders, scheduling messages, and follow-up flows are configured to match how you actually work.
The team helps keep work moving
Inbox triage, order acceptance, scheduling, portal updates, and routine follow-up happen quietly in the background using your rules.
Anything unclear comes back to you
Unusual assignments, atypical requests, or anything outside scope is flagged for your review — never decided without you.
Operational support for the parts of the order that do not require appraisal judgment.
Inbox triage
Routine status requests, scheduling notes, and portal pings get sorted and surfaced so the messages that actually need you stand out.
Order acceptance using your rules
Coverage area, fee schedule, product type, complexity, and turn-time rules guide which orders move forward — anything outside scope comes back to you.
Quote responses using your rules
Standard quote requests get responded to using your predetermined fees and guidelines. Unusual assignments are flagged for your review.
Scheduling by text
Inspection coordination with borrowers and agents happens by text using your availability, then confirms back to the client.
Portal updates and written client follow-up
Status changes — scheduled, completed, uploaded, revised — and routine written follow-up keep clients informed without you re-typing the same updates.
License and E&O reminders
Expiration dates are tracked and surfaced ahead of time so renewals and portal updates happen before anything quietly slows down.
Profile and fee optimization
Coverage area, capacity, products, fees, and turn-time details are reviewed across your client portals so your profile is set up to receive qualified work.
Document organization
Engagement letters, comps, photos, revisions, and invoices stay organized around the order so the right file is easy to find.
Software when you want control. Service when you want support.
Every Software + Service tier includes the full platform and the team behind it.
Essential
Up to 20 orders / month
For solo appraisers who want help keeping the workflow moving.
Every Software + Service plan includes a portal/profile setup audit during onboarding.
We are limiting the first Software + Service cohort so onboarding, rule setup, portal/client notes, templates, and escalation paths are configured carefully.
What ASSIST does not do.
Clear boundaries make the support useful. Here is what stays with you.
No appraisal judgment
ASSIST does not create appraisal opinions, select comps, determine value, write valuation conclusions, or replace professional judgment.
No phone answering
ASSIST does not answer phone calls on your behalf. Scheduling and follow-up support is handled through written workflows, system messages, portal updates, email support, and text scheduling workflows where enabled.
No unsupported decisions
ASSIST does not decide unusual, complex, risky, or unclear assignments without your rules or review.
No AMC role
ASSIST is not an AMC. We support appraiser workflow and marketplace introductions, but we do not assign appraisal work or take fee splits.
No guaranteed order volume
ASSIST helps you stay organized, responsive, and visible. It does not guarantee more orders, revenue, ranking, or client selection.
You remain in control
You remain the appraiser of record. You define the rules, approve the boundaries, and make the appraisal decisions.
Questions, answered.
Book a Software + Service demo.
Tell us a little about your workflow. We will follow up with next steps.