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Valuation reports and compliance — built on the Real Estate core template and adapted to how your appraisal actually operates. Run your store with stock, sales and the team working from one workspace built for how real estate operates.
A property appraisal practice balances technical rigour with client service timelines. Every valuation report has to be defensible, compliant with professional standards, and delivered within the time frame the lender or buyer is counting on. Managing a growing pipeline of instructions while maintaining accuracy requires more than a shared inbox.
Valuers are out on inspections while the office is tracking instruction status, chasing documents from agents, and managing report delivery deadlines. Lender portals each have different requirements and submission formats. When a report goes back for a query, the revision cycle isn't tracked — it's just another email thread. Billing often follows the report by weeks because there's no automated trigger linking completion to invoice.
These are the capabilities configured for this template. Start with them, then adjust to your process — nothing invented, only what a appraisal actually uses.
Keep the team organized and shifts covered.
Hire the people you need without losing track of candidates.
Contacts & CRM keeps the operational detail in one place.
Products/Services keeps the operational detail in one place.
Start from the Real Estate core (shared capabilities, terminology, workflows) then configure for appraisal: fields, approvals and reports specific to your operation. ConfigBiz gives you full control to create the exact workflows and reports you need in your appraisal business and the way your team prefers since.
One workspace, your way
Starts from the Real Estate core — shared capabilities, terminology and workflows — then configures for appraisal: specific fields, approval steps and reports. You describe your actual operation and LearnBiz AI proposes the precise setup, so the system mirrors how you already work and grows as you evolve.
Keep orders and revenue moving through the business.
Run day-to-day work without things slipping.
