For AMCs
Your panel. Your clients. Less busywork.
Intake, routing, QC and delivery in one tracked workflow.
You stay the AMC of record.
How it works
From client order to delivered report.
01
Orders arrive in one queue.
Import your lender clients. Every order lands with its form, due date and documents.
A sample client order for 123 Oak St from a sample lender: Form 1004 in UAD 3.6, due October 10, with the purchase contract attached. 02
Routing follows your rules.
Assign by form, state and client, or broadcast to your panel for bids.
A sample auto-assignment rule: Form 1004 orders in North Carolina from a sample lender go to the panel. Three appraisers qualify, with license, distance and current workload; the order is offered to the first, A. Chen, a Certified Residential appraiser 4.2 miles away. 03
QC with the evidence alongside.
Work the checklist, then approve or send back with a reason.
A sample review queue. The open order, 123 Oak St, shows three findings: living area 1,536 sq ft matches the floor plan; condition C3 with the kitchen updated in 2023, from a voice note; and a prior sale of $412,000 that needs the appraiser’s analysis, from an MLS capture. Two more orders are in inspection and delivered. 04
Clients see status without calling.
Status updates post automatically. At-risk orders surface before they’re late.
Sample activity for 123 Oak St: order received from a sample lender October 2, assigned the same day to a Certified Residential appraiser, inspection complete October 4, QC approved and delivered to the client October 8 with a status update sent.
Built for operations
Run the desk, not the inbox.
Auto-assignment rules
Route by form type, state and client. The highest-priority match wins.
QC before release
Every report clears your checklist before it reaches the lender.
Escalations
SLA breaches, at-risk orders and quiet appraisers, each with an owner.
Panel scorecards
Turn time, revision rate and QC pass rate for every appraiser.
1099-ready payments
Payment records per appraiser, ready at tax time.
Seats for your team
Invite admins and coordinators to work the same queue.
- Workfiles retained 5 years
- Source-linked evidence
- Your panel stays yours
FAQ
Questions from AMCs
- Are we still the AMC of record?
- Yes. ValueSwell is the software. Your license, panel, client contracts and compliance responsibilities stay with you.
- What happens to our current panel?
- Invite your appraisers into your workspace. They keep their relationship with you and work their orders in ValueSwell.
- Can we reach more appraisers when we need coverage?
- Yes. Broadcast an order to qualified appraisers and review their bids before you assign.
- How do you protect appraiser independence?
- Your firewall between loan production and appraisers stays in place. Appraisers make the value decisions and sign; ValueSwell tracks the work around them.
