Practical walkthroughs
Know the next step.
Follow the workflow, check the result, and keep your professional judgment at the center.
12 guides
Appraiser
Your first report, from intake to review
Follow the complete sequence and know what to check before moving on.
Open walkthrough →Appraiser
A mobile inspection you can review with confidence
Prepare the phone, collect useful observations, and verify what reached the workfile.
Open walkthrough →Appraiser
Capture an MLS page and keep the evidence together
A browser-led workflow for retaining the page you selected and checking the extracted facts.
Open walkthrough →Appraiser
Review sources before accepting a field
Use evidence and context to resolve disagreements in the draft.
Open walkthrough →Appraiser
Turn a field sketch into a drawing you can verify
Check geometry, labels and calculated area before using a draft drawing.
Open walkthrough →Appraiser
Review, sign and confirm delivery
Keep approval, finalization and recipient acceptance distinct.
Open walkthrough →Appraiser
Convert an existing report without losing the review
Bring a report into the converter, inspect the mapping, and resolve missing information.
Open walkthrough →Lender / originator
Place an order and keep everyone aligned
Move from a clear request to tracking, communication and report receipt.
Open walkthrough →AMC
Coordinate an AMC order from intake to QC
A practical sequence for client instructions, panel assignment, review and delivery.
Open walkthrough →Teams
Check team access and choose the right message audience
Keep access deliberate and conversations attached to the work.
Open walkthrough →All roles
Make notifications useful and verify delivery
Check preferences, device permissions and the order itself.
Open walkthrough →Appraiser
Recover from an interrupted inspection upload
Find what is saved before retrying, signing out or removing the app.
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