Your whole book of work, on one board.
A Kanban pipeline for every order — intake, in progress, ready to sign, delivered. Due-date warnings, client badges, and a selected-order detail pane with the full checklist and AOS-1's cited status.
How it works, step by step.
- 01Order intake
Manual new order, an AMC portal connector, or the branded /order page a lender can drop-ship to you.
- 02Parse the engagement letter
Order details parsed on intake — lender, client, subject address, and due date pre-fill the card. Loan type, intended use, effective date, and fee are confirmed by you.
- 03Triage into Intake
Orders land in Intake by default. Drag to In progress when you start. Ready to sign when done. Delivered when shipped.
- 04Due-date + SLA chips
Cards flag as they approach due. SLA warnings fire early enough to save the client call.
- 05Selected-order detail
Click any card to see the full checklist, inspection slot, MISMO status, and AOS-1's most recent cited note.
- 06Ship + archive
Export the package and upload it to the AMC portal yourself — direct portal delivery is on the roadmap. Mark the card Delivered and download the workfile for retention — cloud auto-sync is on the roadmap.
Everything in this feature.
Flip between Kanban, a sortable list, or a map pin view in one click.
One bar searches orders, clients, addresses, and comps. Type anything.
Color-coded client chips for every lender and AMC so your mix is legible at a glance.
Status changes are recorded with who made them and when, so a reviewer can see how the order moved.
Per-appraiser /a/[slug] landing page where lenders can drop an order straight to you.
Take private-party orders with a card on file. Stripe payment links, with paid/unpaid tracking on the order.
The board is the home screen for a reason.
Most appraisal tools bury the order list three clicks deep. We put the pipeline front and center because it's the one place an appraiser checks ten times a day.
Quick answers.
- You can use it alongside, or (once the AMC connectors ship) as the one intake surface with Mercury and Reggora feeding in automatically.
Ready to see it live?
30-day evaluation. Office $49, Pro $99 or Complete $199/month after the evaluation. No card to start.