Independent real estate appraisers run their own shops — accepting orders from AMCs and lenders, scheduling inspections, pulling MLS comps, building URAR + 1004D forms, surviving the revision back-and-forth, and chasing payment. This workflow manager handles the order-to-payment lifecycle with URAR-specific intelligence: comp grid logic, adjustment math, USPAP compliance flags, time-on-market analysis, and the AMC fee mathematics that decide which orders you should actually accept. ## What's included - **Order intake from AMCs + direct lenders** — capture form type (1004, 1073, 2055, 1025), fee, due date, subject address, borrower name, intended use; AMC fee % deducted to show your net - **Inspection scheduling + checklist** — exterior + interior measurement, condition rating, photo requirements per form, comp scout while on-site - **MLS comp pull workflow** — adjusted grid math (date, location, GLA, bath count, garage, lot, condition); paired sales analysis; bracketing requirements - **URAR form data preparation** — subject + 3-comp grid, neighborhood section, market conditions, reconciliation; flags missing data BEFORE you compile in TOTAL/ACI/SFREP - **USPAP compliance scan** — Scope of Work statement, Cost Approach for new construction, Sales Comparison required for refi, Supplemental Standards - **Revision tracking** — every AMC revision request logged with date, requestor, response time, fee impact; identifies habitual AMCs to fire - **Time + fee analysis** — hours per order by form type, effective hourly rate by AMC, which fee schedules are below your floor - **Accounts receivable** — orders complete but unpaid, by AMC, with auto-escalation script at 30/45/60 days - **Workload forecasting** — current order load vs capacity, projected delivery dates, when to stop accepting new orders ## Limitations - **Not an appraisal software** — pairs with TOTAL / ACI / SFREP for actual form completion + XML delivery; this is the workflow layer - **Not an MLS** — pulls work through your existing MLS access (MLS GRID, Bridge, etc.) - **Not USPAP counsel** — flags common compliance gaps; specific E&O exposure questions need a USPAP-qualified attorney - **Not state appraisal board** — license renewal, continuing education tracking is starter-only - **U.S.-focused** — Canadian AIC, UK RICS, AU API standards entirely different ## Best fit Independent fee appraisers running solo or with 1-3 trainees doing 200-1,200 orders/year. Especially valuable for appraisers who accept from 5+ AMCs and have lost track of which AMCs are actually profitable after revision time + payment delays — the effective hourly rate by AMC dashboard typically identifies 1-2 AMCs to drop AND surfaces $3K-$15K in accounts receivable over 60 days that's been forgotten. At $29/mo, one chased AR collection pays for the year.
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