Give the next action an owner.
Record the task owner, backup, priority, and blocker so the team knows who is carrying the work forward.
APPRAISAL MANAGEMENT SOFTWARE FOR AMCS
Appraisal management software.
For AMC teams.
More clients. Less chasing. Valari helps appraisal management companies organize orders, appraiser panels, task owners and review follow-ups in one connected workflow.
ONE OPERATION. CONNECTED RESPONSIBILITIES.
A clearer path
through every order.
Choose a stage to explore the handoff.
LESS CHASING. CLEARER NEXT STEPS.
Know what needs attention.
Keep every order moving.
One client needs an update. Another order needs an inspection. Your desk needs a clear next step—not another spreadsheet to reconcile. Explore the appraisal desk workflow.
- Bring separate issues into one view without losing the client or order.
- Focus by client, AMC office, recorded Client Advocate, or task owner.
- Open the right workflow for assignment, scheduling, and accountable follow-up.
CLIENT CONTEXT & READINESS
Know the client.
Connect the requirements.
An order belongs to a client relationship. Explore the identity, contacts, contract, and operating preferences behind that relationship as your team plans its work.
- Keep client instructions and recorded responsibilities close to the order.
- Define responsibilities before the first handoff.
- Review contract and launch requirements with your team.
ACCOUNTABILITY IN THE DETAILS
Clear ownership.
A record of what changed.
Keep the reason with the change.
Review versioned task changes, recorded actors, and completion evidence in the context of the order.
Keep each commitment distinct.
See task deadlines, client commitments and delivery follow-ups together so your team can plan the next handoff.
A CLOSER LOOK AT YOUR WORKSPACE
Appraisal order management. Clearer next steps.
See what needs attention, who owns the next step and the story behind each handoff.
01 / ORDER VISIBILITY
A focused view of your pipeline.
Bring active orders, stages, clients, and the next recorded action into one operating view. Find the work that needs attention without losing the assignment’s context.
- Client, stage, and responsibility filters
- Overdue, blocked, and unowned queues
- Search by property, file, or client
02 / CLIENT ONBOARDING
Set up each lender client once.
Connect client identity, operating contacts, designated advocates, contract review, and preferences in an onboarding workspace. Confirm readiness before activation.
- Client relationship and contact records
- Contract terms, versions, and review
- Client-specific preferences and readiness
03 / ASSIGNMENT COORDINATION
Appraiser panel management, with context.
Review shared appraiser profiles and organize named panels. Keep assignment follow-ups with their owners, and check client requirements and eligibility for each order.
- Assignment-stage task views
- Responsible owner and backup
- Client requirements and panel context
04 / REVIEW & EXCEPTIONS
Appraisal review follow-ups, clearly assigned.
Focus review-stage work, describe what is blocking progress, and connect the next action to a prerequisite. Keep the evidence behind resolution with the order.
- Review and blocked-work queues
- Documented blocker and prerequisite
- Completion evidence and change reasons
05 / OPERATIONAL TIMING
Make the follow-up clock clear.
Set task deadlines in your operating time zone and retain the original deadline. Make approaching and overdue follow-ups visible alongside the order’s separate due date.
- Due-today and overdue views
- Time-zone-aware task deadlines
- Task, order and delivery milestones
06 / HISTORY & ACCOUNTABILITY
Keep the reason behind the change.
See who changed what, why it changed and what comes next. Keep ownership updates and completion evidence close so your appraisal desk can resolve questions without retracing the order.
- Versioned task changes
- Who changed what, and when
- Completion and cancellation reasons
A CONNECTED WAY TO WORK
From the first detail
to the next step.
Focus the production queue
Filter active work by client, stage, or responsibility. Find the orders with overdue, blocked, or unowned follow-ups.
Assign the next action
Record a task, owner, backup, priority, and deadline. Add context about the blocker or prerequisite so the team knows what needs to happen.
Keep the evidence of progress
Keep follow-up history and completion evidence with the order so your team can see progress and pick up the next step.
YOUR OPERATION DOESN’T STOP AT ONE SYSTEM
Bring your stack.
Plan the connections.
Bring your order sources, review process and accounting needs. We’ll map the handoffs your team wants to improve.
Order sources
Identify your lender portals, LOS, incoming order channels, and required intake data.
Appraiser relationships
Map the updates your desk, lender contacts and appraisers need to keep each handoff clear.
Review, delivery & finance
Plan clearer handoffs across review, delivery and billing, with lender receivables, appraiser payables and supplemental charges in view.
FIND YOUR FIT
See Valari through the lens of your business.
Bring an appraisal order and the assignment or review steps you’d like to simplify. Let’s walk through how your team can keep the next step clear.
- ✓ Teams coordinating follow-ups across lender clients
- ✓ Managers who need clear ownership and exception queues
- ✓ AMC teams exploring their next step
WHAT HAPPENS NEXT
- Tell us about your business
Select your role and share the part of your workflow you want to improve.
- Confirm the right fit
We’ll explore your workflow, answer questions and discuss pricing.
- Plan your first steps
Talk through setup and the next steps for your team.
MAKE AN INFORMED NEXT MOVE
Your questions.
Clear answers.
Understand the scope before you make a change to your business.
Can we see a walkthrough before committing?
Yes. Request an AMC walkthrough and describe your order volume, team responsibilities, and the handoffs you want to improve. We’ll review your needs and follow up to plan your walkthrough.
What stays with a completed follow-up?
Keep the task owner, recorded changes and completion evidence together. Your team can see what happened and pick up the next step with context.
Can we filter work by client or by responsibility?
The production desk includes client filtering, property/file/client search, and views for personal, unowned, overdue, blocked, and stage-specific work.
How do we keep handoffs accountable?
Give each follow-up an owner, backup and deadline. Keep the reason for changes and the evidence behind completed tasks with the order.
What will we cover in a walkthrough?
We’ll discuss order sources, lender clients, panel and assignment requirements, production follow-ups, review, delivery, and your existing systems. We’ll talk through pricing, setup and next steps.
BUILT AROUND YOUR EXPERTISE.
Bring your work
into focus.
Let’s see how Valari fits the way your business works.
Request an AMC walkthrough →