Client assignments
Create appraisal records for your clients and assign the appraisers responsible for the work.
Bring clients, appraisers, item photographs, and valuations into one assignment. Build a report from reusable pages, review it, and publish the finished document for your client.
Built for teams using Appraisals
Keep the assignment's records and the report that tells its story in the same place.
Create appraisal records for your clients and assign the appraisers responsible for the work.
Document each item with descriptions, valuation fields, and a photo gallery. Choose its primary photograph and maintain item metadata.
Compose reports with configurable page types for narrative text, item details, summaries, and signature sections.
Start reports from a saved template or turn an existing report into a template for your next assignment.
Preview and print a report while it is still a draft. Publish it when it is ready, and unpublish it when you need to make a revision.
Clients can review their own appraisal items and access their published reports from the frontend.
The day-to-day workflow
Capture the details once, then use them throughout the appraisal and its report pages.
Connect the client, define the appraisal, and assign the appraisers who will complete it.
Add items, photographs, descriptions, and valuations to support your findings.
Choose a report template, edit its pages, review the print view, and publish for the client.
A closer look
A few details to help you plan how this module fits your business.
Yes. You can manage report templates and their pages, seed a new report from a template, and save a completed report as a reusable template. Individual reports remain editable.
The customer-facing report views expose published reports for the client's own appraisal. Staff can preview and print drafts before publishing.
BRAD provides the records and report-building tools. Your appraisers remain responsible for valuation methods, required disclosures, and the professional standards that apply to the assignment.
Explore BRAD packages and plan a reporting workflow around your clients, items, and appraisers.
Talk with us about module availability and the software package that fits your installation.