Product tour
See the office that runs around your forms tool.
These are the real screens, filled with a sample firm — so no client or borrower is sitting on a marketing page. Want to watch it run on a live account? Book a walkthrough and I'll screen-share my own. Scroll through, then start your free trial and put it to work.
No card to start · 14-day free trial · Import your spreadsheet yourself in ~15 minutes; a full setup is an afternoon
Process
Pending
2Leads — drag onto a stage to convert →
5540 Copper Ridge Dr
Colorado Springs, CO
128 Aspen Grove Ln
Monument, CO
Research & File Creation
24127 Maple Ridge Dr
Colorado Springs, CO
892 Birchwood Ln
Monument, CO
Pick Comps
39820 Antelope Ridge Dr
Falcon, CO
215 Sycamore St
Colorado Springs, CO
3608 Eastwood Ct
Fountain, CO
Before Inspection
37715 Oak Hollow Rd
Peyton, CO
1208 Cedar Park Way
Colorado Springs, CO
5031 Highland Pl
Manitou Springs, CO
After Inspection
29624 Willow Creek Dr
Colorado Springs, CO
418 Magnolia Ave
Monument, CO
Finals
32240 Riverbend Ln
Colorado Springs, CO
1576 Pinehurst Dr
Falcon, CO
830 Brookside Blvd
Colorado Springs, CO
Revisions
26011 Stonegate Cir
Security-Widefield, CO
337 Hawthorne Ct
Colorado Springs, CO
The kanban board — drag a card and it lands on every screen in the office in under a second.
Workflow
Kanban workflow with realtime sync.
- Customize stage names, colors, and order — your business, your pipeline.
- Drag-and-drop realtime under one second. Every tab, every device.
- Per-stage notification recipients — company-wide, or scoped to one appraiser on MAX.
- Mine / All filter so each role sees only their work.
- Tag any stage as Post-Inspection, Finals, or Revisions — that tag drives downstream automation.
Drag a card between stages — in the real app that move updates every open tab in the office in under a second.
Tasks · every plan
A checklist on every file, so nothing rides in your head.
- Add a task to any appraisal with an assignee and a due date. Open work sits at the top, anything past its date is called out as carried over, and done items drop below.
- Every kanban card shows its count — 2 of 7 done — so you can see from the board which files still have work hanging off them.
- The Action Center has a Tasks tab with a badge for what's yours, refreshed live as the office checks things off.
- Solo firms skip the assignee picker; teams get it, and an assistant only sees tasks on the appraisers they support.
- Next up: checklist templates that spawn tasks the moment a card enters a stage, so a new order arrives with its to-do list already written.
4815 Ridgeline Vista Dr
Pikes Peak Federal Credit Union · Research & File Creation
To do
Carried over
Done
Order Intake · Pro & up
Stop typing in orders.
- Paste the order email, drop in the PDF from the portal, or photograph the notes you scribbled during the call — it reads all three and fills in the address, client, fee, due date, form, loan and order numbers, and inspection details.
- Forward AMC orders to your own private intake address — or set a rule in Gmail or Outlook so they forward themselves — and they land in an order inbox already read. Add “new order for Dana” to the forward and it's assigned to Dana.
- It matches the client against your existing records instead of creating a second Clear Capital, and flags anything it wasn't sure about rather than quietly guessing.
- On Max, skip the form entirely: describe the job out loud and the assistant asks for anything required before it will create — so nothing lands half-finished — then makes the appraisal, the invoice, the tags, and the inspection on your calendar.
- Keep talking to change it — “make the fee 700, add a rush tag, copy the listing agent.” The summary updates as you go, and nothing is created until you say create.
- Quoting rather than booked? Say so — “they asked what I'd charge, quoted $650, waiting to hear back” — and it captures a pending lead instead: no invoice, no deadline, just the job sitting in your Pending column until they say yes.
Talk it through — the assistant captures the details and asks for the rest.
Client: linking existing Whitfield & Cole, LLP
An invoice for $650 will be created.
Pending Leads & Follow-ups
Every lead — and the last time you touched it.
- Capture a job before it's an order — an address or a phone number is enough. Pending leads live on the same board as your active work, not on a sticky note.
- Log every touch in one tap — Called, Emailed, Texted, or a quick Note — and the latest one shows right on the card, so you always know who's owed a call back.
- Record who sent you the work — the attorney, agent, or past client — so your referral sources are tracked, not remembered.
- Drag a lead onto a stage to turn it into a live appraisal — the pipeline in your head becomes the pipeline on the board.
- Out sick, or an assistant moves on? The follow-up history stays with the business instead of walking out the door.
Leads — drag onto a stage to convert →
128 Aspen Grove Ln
LeadMonument, CO
Private — estate
Called — left a message about scheduling · Jun 22
5540 Copper Ridge Dr
LeadColorado Springs, CO
Private — refi inquiry
Emailed — sent the fee quote · Jun 21
128 Aspen Grove Ln
Monument, CO · Private — estate
Referral source · Whitfield & Cole, LLP
Follow-up Log
Called — left a message about scheduling
Dana · 2 hours ago
Emailed — sent the fee quote ($550)
Dana · 2 days ago
Note — estate; wants a retrospective value
Maya · 3 days ago
The Pending column on your Process board — and the Follow-up Log inside the appraisal, where one tap records a call, email, or text.
Assignment Types
Not every job is a lender form.
- Every job carries the report type it actually is — 1004 URAR, UAD 3.6, 1073 condo, 1025, 1004D, 1004C, 2055 exterior, 2075 desktop, 2000 field review, 1007 rent schedule, or General Purpose — and one filter narrows the whole list to just that type.
- Feasibility studies and narrative reports are types in their own right, not leftovers in an “Other” bucket. The work that pays best shouldn't be the work your software can't name.
- Pick Other and you describe it in your own words. Type “Narrative - 4 Paired Sales” and that's what shows on the appraisal, in your lists, and in your CSV export — not the word “Other.”
- Long descriptions abbreviate on a word boundary in list badges, so a shortened label still reads like words (“Narrative - litigation…”) instead of a chopped-off syllable. The full text stays on the appraisal.
- We still don't write the report — TOTAL, ACI, ClickFORMS, SFREP and Aivre do that, and they should. But the office around the report ought to tell a feasibility study from a 1004, because your fee, your due date, and your invoice already do.
UAD 3.6
1004 URAR
1004D
1025
1073 Condo
2055 Exterior
1004C
2000 Field Review
2075 Desktop
1007 Rent Schedule
General Purpose
Narrative
Feasibility
Other
Describe the report type
Narrative - 4 Paired Sales
Shows on the card and in lists instead of “Other.”
4127 Maple Ridge Dr
Colorado Springs, CO
Summit Valuation Partners
Due Jul 1$5251004 URAR8104 Redtail Hawk Dr
Falcon, CO
Clear Capital
Due Jun 28$525UAD 3.62915 Larkspur Meadow Ct
Monument, CO
Whitfield & Cole, LLP
Due Jul 3$1,850Narrative - 4 Paired Sales1740 Kettle Creek Rd
Colorado Springs, CO
Private — developer
Due Jul 8$2,400Feasibility6382 Sagewood Dr
Fountain, CO
Private — litigation
Due Jun 30$2,750Narrative - litigation…
The Appraisals list and its Form filter — “Narrative - 4 Paired Sales” is one appraiser's own words for a job the form library has no number for.
Calendar
Calendar and inspection scheduling.
- Two-way Google Calendar sync, per user — events flow both directions and back to Google.
- Drag to reschedule — push an inspection past the report's due date and choose to move the deadline with it.
- Each appraiser connects their own Google account; map inspections and due dates to whichever calendars you choose.
- Track each event Pending → Scheduled → Completed, and get flagged when a synced Google event isn't linked to an appraisal yet.
- Record how you looked at the property — interior, exterior, drive-by, or desktop. Desktop holds the slot without implying a trip, so the time is protected and nothing gets booked over it, and the method rides along to Google Calendar.
- Mark an inspection complete and the matching appraisal advances to your Post-Inspection stage automatically.
- Built to use from the truck: install Appraisal Ally on your phone straight from the browser, and every form opens as a sheet you can finish one-handed between inspections. A native iOS app is in TestFlight now, with the App Store release coming soon — Android to follow.
The calendar — mark an inspection complete and the matching appraisal advances to your Post-Inspection stage on its own.
Clients & AMCs
Clients and AMCs in one place.
- Lender and AMC clients already have their own ordering portal — Appraisal Ally stores that link, so you jump straight to it in one click instead of hunting the bookmarks bar. And when a lender would rather work in yours, switching your portal on for them is a per-client setting.
- Private-party clients (divorce, estate, tax, pre-listing) get a portal you host — they sign the engagement letter, receive the finished report, and pay their fee, all under your business's colors and logo. (See Client Portal below.)
- Set default transaction and processing fees per AMC; new invoices you raise for that AMC inherit them automatically.
- Every contact type in one place — lenders, AMCs, attorneys, agents, and private parties — each with its own order count and revenue.
- Search, filter by type, and deactivate clients you've stopped working with — their past appraisals and revenue stay intact.
42
6
18
- SMClient portal
Sarah Mitchell
PrivateDivorce3$1,650
- RMOpen portal
Rocket Mortgage
LenderDirect lender14$11,200
- W&Client portal
Whitfield & Cole, LLP
AttorneyEstate6$4,800
- PNClient portal
Priya Nair
RealtorListing prep2$900
Invoicing & Payments
Invoices with the fee math built in. Stripe-native collection.
- Your form software still makes the invoice your client signs — Appraisal Ally gives each job its own number and lets you attach that form invoice number (TOTAL, ACI, ClickFORMS, Aivre…), so the two always line up. Pick which one shows as primary.
- Split one invoice across multiple clients — equal shares or custom percentages — for divorce, estate, and shared engagements, with each party's balance tracked separately.
- Fees default automatically from the client, then the AMC — with a one-click manual override when a job is different.
- Real-time net calculation as you adjust transaction or processing fees.
- Stripe Connect: your private and attorney clients pay by card straight into your Stripe account. Your payouts, your money — we never touch card data.
- AMCs don't key a card into your portal — they pay net-30/45 through their own AP. Appraisal Ally tracks every AMC invoice as a receivable, so you always know what's outstanding and who's late.
- Payment terms default by client type — private clients and lenders/AMCs each get their own (due before delivery, due on receipt, or net 15/30/45/60), with a per-client override when one is different.
- Payment allocation across multiple invoices with visual status — Unallocated, Partial, Fully Allocated.
- Invoice total
- $650.00
- Card processing (Stripe · 2.9% + $0.30)
- −$19.15
- Net to you
- $630.85
The invoice — add a fee to an appraisal and Appraisal Ally numbers and tracks its invoice automatically, fees and terms already filled in.
Additional Invoices · Pro & up
Bill for the work that isn't a standard report.
- Court testimony, depositions, consultations, rush fees — raise a proper itemized invoice instead of hand-building one in Square or Stripe.
- Each line is Hourly or Flat: charge 3.5 hrs × $250 for testimony, add a flat prep fee — every line does its own math and the total adds itself up.
- Tie it to the appraisal (or appraisals) it's about — one divorce or estate case can span two or three reports, and the context rides along with the bill.
- Send it in one click: a branded email under your own name with a pay link, and it lands in the client's portal under Additional Charges to pay by card.
- Counts toward your revenue like any other invoice — and drops into the payout statement for the contractor appraiser who earned it.
- Court testimony — deposition & hearing3.5 hrs × $250.00/hr$875.00
- Pre-testimony file review1 hr × $250.00/hr$250.00
- Exhibit prep & recordsFlat fee$150.00
An additional invoice — line items for testimony and prep, tied to the case, emailed with a pay link the client settles by card in the portal.
Client portal · Pro & up
Your clients self-serve. You stop chasing emails.
- A portal you host — branded with your business's colors and logo, so it feels like your business, not a SaaS vendor. Private-party clients get it by default; switch it on for a lender when they'd rather work in yours than send you to theirs.
- Each client signs in to see only their own work: live status, completion dates, and appraised value on every job — no more “where's my report?” emails.
- Download the finished report and pay by card in one view — with optional payment-before-delivery that unlocks the report only once they've paid.
- Not every report should go out the same way. When you mark one complete you choose: send it through the portal, release the report now and bill later (for net-30 or check-by-mail work), or deliver it yourself and have nothing emailed at all.
- A client is rarely one person. Every contact you keep on a client — the paralegal, the loan officer, the transaction coordinator — can be picked as a recipient on the job, and marking someone “always include” selects them for you every time. Each one gets their own email and their own sign-in link, so nobody's forwarding a link that only works once.
- Not everyone pays by card. Portal invoices state your payment terms and where to send a check — made out to your business, to the appraiser on the file, or to whatever you set.
- Payment history and receipts stay on file, so repeat clients always have a record.
- Report deliveries, portal links, and invoices go out from your own Gmail. Haven't connected Google? They go out from Appraisal Ally on your behalf, with replies landing in your inbox — nothing waits on a connection.
- Want clients to review and e-sign the engagement letter in the portal too? That's a Max add-on — see Engagement Letters below.
Good afternoon, Sarah
Your Appraisals
4127 Maple Ridge Dr
Colorado Springs, CO 80920 · Order #AA-2419
Order Date
Jun 11, 2026
Due Date
Jun 25, 2026
Completion Date
Jun 23, 2026
Appraised Value
$545,000
892 Birchwood Ln
Monument, CO 80132 · Order #AA-2417
Order Date
Jun 16, 2026
Due Date
Jun 30, 2026
The client portal — your client opens a branded portal, sees status, downloads the report, and pays, all in one place.
Revisions & Finals
Revisions and finals, tracked back to the original file.
- Log a revision on any appraisal and track it Received → In Process → Ready → Completed, with a deadline on every step.
- Spin up a final from the original appraisal in one click — it stays linked to the original, so the whole file's history lives in one place.
- Quick-complete a revision and upload the revised report right from the board — no status limbo.
- Asked for a retrospective value on a property you've already appraised? Create a retrospective twin with its own effective (as-of) date — the original file stays intact and the two sit side by side, no duplicating an order to fake it.
- Open revisions surface with their deadlines, so nothing slips after the report's gone out.
4218 S Birmingham Ave
ReceivedDue in 2d
9820 Antelope Ridge Dr
In ProcessDue tomorrow
892 Birchwood Ln
ReadyAwaiting send
4127 Maple Ridge Dr
Final↳ Original #AA-2402 · Completed
In Process215 Sycamore St
Final↳ Original #AA-2388 · Completed
Ready
Team · Pro & up
Team accounts that match how your office actually works.
- Works for every office shape — a solo appraiser with one assistant, one appraiser with several, a multi-appraiser business, or a contractor who bills the firm for their split.
- Pair an assistant to specific appraisers and she sees only that work; leave her unpaired and she helps everyone. The limits are real — she can't reach another appraiser's files just by knowing the URL.
- Adding your team is quick: type your assistant's email, she gets a link, sets a password, and she's live in about five minutes.
- What can she see? Appraisals and the calendar, yes. Your bank details and payouts, never. Another appraiser's work only if you pair her to them.
- @mention a teammate on any appraisal and they get a real-time in-app notification.
- Unlimited team members on every plan — invite the whole office at one flat price.
- On MAX, scope stage notifications per appraiser so a paired assistant is only pinged for their appraiser's files.
Assistant pairings
Link each assistant to the appraiser(s) they support. Unlinked assistants help everyone.
Roles & permissions · Pro & up
Give everyone the right keys — and only those.
- Role-based permissions on Pro: tune what the built-in Appraiser and Assistant roles can see and do — and when you switch something off, it's actually off, not just hidden from the menu.
- Assistants get a real working set out of the box — edit appraisals, manage revisions, schedule — without delete, completion, payments, or analytics until you say so.
- Custom roles on MAX: spin up a named role like “Office Manager” that handles invoices and payments but can't edit or complete a single appraisal.
- Per-user permission overrides on MAX for the one person who needs an exception — grant or revoke a single capability without rebuilding a role.
- Visibility scoping, not just permissions: pair an assistant to specific appraisers and they see only that pod's jobs and fees — the other pod's revenue isn't hidden behind a toggle, it's never loaded onto their screen.
- Owners and admins see the whole floor — every appraiser's pipeline, fees, and payouts — while “View appraisals” stays a non-removable floor, so no edit can ever lock someone out.
Role permissions
What each role can do. New team members inherit these automatically.
Appraiser
Built-in
Assistant
Built-in
Office Manager
Custom · Max
Payout statements · Pro & up
Bill the firm for your split — automatically.
- If you're a contractor or split appraiser who bills the firm: a running ledger of every completed, unbilled job — pick what to bill, and a clean statement is generated for you.
- Bill on collection or bill on completion — set the basis per appraiser or company-wide, so the statement matches your actual agreement.
- Late-paid work carries forward automatically: jobs finished last month but paid this month surface at the top instead of slipping through the cracks.
- Company-paid and processing fees are netted out, and fees the appraiser fronted are billed back in full — the math is shown line by line.
- Approve, download the PDF, and email it to the company from your own Gmail. On MAX, schedule statements to generate and send on their own.
Eligible to bill — Dana Reeves
Basis: bill on collection · company default
9820 Antelope Ridge Dr
#AA-2419 · completed Jun 12 · paid Jun 18
$525 fee · 60% · your cut $315
1208 Cedar Park Way
#AA-2431 · completed Jun 16 · paid Jun 21
$650 fee · 60% · your cut $390
892 Birchwood Ln
#AA-2388 · completed May 23 · paid Jun 14 · +$18.45 fronted fees
$650 fee · 60% · your cut $390 + $18.45
2 completed this period · 1 carried forward · 3 appraisals
Statement history
$5,240.00 · collected · paid May 28
Stop chasing invoices, deadlines, and revisions.
No card to start. 14-day free trial. Founder still writes appraisals.
Engagement letters · Pro & up
Drafted in seconds. Signed without the printer.
- AI-drafted letters tuned to the assignment type — divorce, estate, pre-listing, private cash.
- The AI writes a first draft on a template you've reviewed — it never auto-sends. You read and approve every letter before it goes out under your name and license.
- You stay the appraiser of record: the letter is your work product under USPAP, and you're responsible for its scope and content. The AI just gives you a faster first draft to edit and approve — it doesn't practice appraisal.
- Multi-party support with separate PDFs per signer when the situation calls for it.
- You decide what a letter carries. Ten optional sections from the industry checklist — dates of value, property interest, type of value, scope of work, extraordinary assumptions, report type and delivery, court testimony, retainer, cancellation, confidentiality and fee independence — switch on or off for your firm, and only the ones you keep ask for input.
- A new letter starts from the appraisal rather than a blank page: the due date becomes the completion date, a retrospective effective date becomes a date-of-value row, and the scope of work starts from how you inspected the property.
- Send it under your own name — from your Gmail when you've connected Google, otherwise from Appraisal Ally on your behalf, with replies coming back to you either way.
- E-signing in the client portal on MAX: each party reviews the letter and either draws a signature or uploads a hand-signed copy, with e-sign consent captured on the spot.
- Not everyone signs by email. On MAX you can also hand the client your phone or iPad and have them sign in person, right there at the kitchen table — the signed copy is filed and emailed to them, with the same e-sign audit trail recording who witnessed it.
- The signed PDF lands back with you and stays in the client's portal to re-download — no scanning, no email tag.
- Automatic reminders on MAX nudge anyone who hasn't signed — you set the first nudge, the cadence, and a cap, business-wide.
- An “Awaiting Signature” tab on your dashboard shows exactly who you're still waiting on, and how long it's been.
Front Range Appraisal
Colorado Springs, CO · (719) 555-0142
June 23, 2026
Sarah Mitchell
c/o Whitfield & Cole, LLP
RE: Appraisal Engagement, 892 Birchwood Ln, Monument, CO 80132
Dear Ms. Mitchell,
Thank you for engaging Front Range Appraisal to provide an appraisal of the property referenced above. This letter confirms the scope of the assignment, the intended users and intended use, the schedule, and the fee.
Intended Use
This appraisal is intended for use by the named intended users in connection with divorce proceedings involving the subject property.
Dates of Value
The subject is appraised as of the date of separation, April 30, 2025 — a retrospective value — based on its condition and the market as of that date.
Fee
The engagement fee is $650, allocated equally between the parties — $325 each.
Sincerely,
Dana Reeves
Certified Residential Appraiser · Front Range Appraisal
First draft only, on your reviewed template — nothing auto-sends. You review and approve every letter before it goes out under your name and license.
Integrations
Works with the tools you already pay for.
No proprietary cloud lock-in. Your files stay in your own Dropbox or Google Drive — the folder is still yours.
Dropbox & Google Drive
Subject and comp files stay in your own Dropbox or Google Drive, in the folder structure you already use. We index, never relocate.Google Calendar
Per-user, two-way sync. Inspections appear in the calendar your team already lives in.Gmail
Send engagement letters and client emails from your own Gmail address — recipients see you, not a vendor domain.Stripe Connect
Your Stripe account. Your payouts. We never see or store card numbers — Stripe handles every dollar.
Data & Insights
Know your day. Know your year.
A dashboard for the daily rhythm, an Analysis view that answers the three questions you actually ask, and CSV import/export so your data is always yours.
Good afternoon, Dana!
4127 Maple Ridge Dr
UnscheduledColorado Springs, CO
Client: Summit Valuation Partners
892 Birchwood Ln
UnscheduledMonument, CO
Client: Rocket Mortgage
1208 Cedar Park Way
PendingColorado Springs, CO
Client: Guild Mortgage
View all 6 inspections to schedule →
Today's Schedule · Jun 24
- 9:00aInspection · 412 Oakridge Ln
- 1:30pInspection · 1208 Cedar Park Way
Work Due Today3
- Complete
2240 Riverbend Ln
Due Jun 19
- Complete
830 Brookside Blvd
Due Jun 18
Upcoming Work
Tomorrow
1364 Holmes Rd · 11:30a
This Week
Nothing scheduled
2026 revenue goal · Whole company
$84,310 of $120,000
70% of goal · $80,000 expected by today
Insights
- Working · Revenue is 12% ahead of the same period last year.
- Watch · Summit Valuation now takes a median 41 days to pay, up from 29.
- Changing · Pre-listing work from Peak Realty is up to 6 files this period.
How's the business doing?
Files
31
+4 vs last year
Avg fee
$598
+$22
Turnaround
7.5 days
was 8.2
Where's my money?
Gross Revenue
$84,310
Collected
$71,885
Outstanding
$12,425
Net Revenue
$63,940
Action Center dashboard
Revisions, scheduling, awaiting signature, overdue invoices, and work due today — your whole day triaged in one place.Business view · Pro & up
Year over year, turnaround, receivables aging, days to pay, and where the work comes from — with an Insights strip that says what the numbers show.Practice Review · Max
One click asks the AI what's working, what's changing, what to watch, and a next step — using only the numbers on the page.Ask about my numbers · Max
Follow the review with a question. Ask why collections slipped or which client drove the quarter, and the answer comes back with the arithmetic shown — drawn only from the figures on the page, never from anywhere else.CSV import & export
Smart-mapped import that validates before it writes, and filtered export of your whole pipeline. Your data lives with you, not in a vendor lock-in.
Growth Toolkit · Max · Coming fall 2026
Turn every finished report into your next one.
- The moment you deliver a report, Appraisal Ally will ask the client for a review — automatically, or with one click — so your best work turns into five-star proof instead of a missed opportunity.
- Requests will go out under your own name with your Google review link, timed for the moment satisfaction is highest: right when the report lands.
- Every request gets logged — what went out, to whom, when, and whether it was automatic or one-click — so nothing slips.
- Automated review requests land first, this fall. Review-outcome tracking, revenue projections, and business planning follow through fall 2026 — and Max members get each tool the day it ships.
Growth Toolkit · Review requests
Every delivered report, asking for the next
Report delivered · 892 Birchwood Ln
Auto-sentReview request sent to Sarah Mitchell — just now, from your Gmail.
4218 S Birmingham Ave
Sent · Auto9820 Antelope Ridge Dr
Sent · One-click215 Sycamore St
Sent · Auto
Everything in one place. Nothing slips through the cracks.
No card to start. 14-day free trial. Built by a working appraiser.