Documents & projectsPackage intake
Create an appraisal package and connect it to the right client and project.
Documents & projectsSupported source uploads
Receive supported PDF reports, MISMO XML, and delivery ZIP files.
Documents & projectsSupporting documents
Keep engagement letters and supporting files alongside the source delivery.
Documents & projectsCombined PDF + XML delivery
Add a report PDF to an XML delivery, or delivery XML to a PDF package, then re-extract.
Documents & projectsClient records
Create client records and keep their projects connected.
Documents & projectsProject management
Organize projects, managers, members, dates, progress, and archived work.
Extraction & evidenceStructured extraction
Bring supported report fields into structured sections for inspection.
Extraction & evidenceExtraction status & re-runs
Track processing, completed or failed results, run history, and authorized re-runs.
Extraction & evidenceSource PDF review
Navigate original report pages and inspect available source locations.
Extraction & evidenceSection-by-section data
Explore subject, neighborhood, site, improvements, sales comparison, and other available sections.
Extraction & evidenceComparable sales grid
Review extracted subject and comparable data together in a grid.
Extraction & evidenceVisual source evidence
Follow available photos, building sketches, and maps alongside source pages.
Checks & findingsReport-specific rule catalogs
Use configured printed-form catalogs for 1004/70, 1025/72, and 1073/465, plus UAD 3.6 H-1 URAR, H-2 Update, and H-3 Completion catalogs.
Checks & findingsClear QC result states
Distinguish passes, failures, warnings, manual attention, and unavailable checks.
Checks & findingsFinding context & references
Open the rule wording, reason, context, and available source-page references.
Checks & findingsManual rule verdicts
Authorized reviewers record permitted verdicts, notes, and evidence, or remove a decision.
Checks & findingsEngagement-letter checks
Inspect configured letter requirements against available report and supporting evidence.
Checks & findingsUAD review groups
Explore report-section groups and XML-based findings for UAD 3.6. Keep items requiring a manual check visible; configured legacy UAD notation checks remain available for applicable printed forms.
Review & validationDesk review workspace
Keep the source document, extracted data, QC findings, and checklist in one workspace.
Review & validationCheckpoint grading
Record permitted Pass, Pass+, or Fail grades with comments and page references.
Review & validationReview-to-validation handoff
Submit review work, return it for changes, resubmit, and carry out independent validation.
Review & validationGrade overrides with reasons
Preserve the prior grade and record a reason when an authorized submitted-grade override occurs.
Review & validationFindings & rebuttals
Track findings marked as sent, recorded appraiser responses, and authorized rebuttal decisions.
Review & validationEscalation management
Escalate a review and retain the authorized resolution.
Review & validationSign-off & outcome workflow
Carry the review through licence and independence checks toward a recorded outcome.
Review & validationReviewer / engine comparison
Compare checkpoint-level human grades with the engine’s configured verdicts.
Review & validationMobile & tablet review
Grade one checkpoint at a time, add comments and page references, and save with an active connection.
Assignments & peopleReview pipeline
See review states, priorities, SLA, and due-date context in the queue.
Assignments & peopleReviewer & validator seats
Assign separate file seats using eligible candidates.
Assignments & peoplePersonal assignments
Give each user a view of their assigned files.
Assignments & peopleWork assignment board
Inspect reviewer lanes and distribute the workload.
Assignments & peopleCapacity planning
See the upcoming workload and available capacity in the management view.
Assignments & peopleStaff profiles & licences
Use reviewer skills, availability, licence information, and expiry visibility for assignment.
Assignments & peopleTeam management
Create and update teams within the permitted scope.
Assignments & peopleUser lifecycle
Invite users, support password setup and reset, and activate or deactivate access while retaining history.
Rules & checklistsOrganization rule settings
Authorized administrators enable or disable rules, sections, and groups with reasons and history.
Rules & checklistsProject rule overrides
Configure permitted project-level settings and copy project settings within organization restrictions.
Rules & checklistsVersioned checklists
Draft, edit, compare, and publish checklist criteria, citations, and evidence requirements.
Rules & checklistsProject-specific checklists
Apply project checklist labels and settings while retaining versioned review context.
Rules & checklistsRule Lab
Dry-run a candidate evaluator and inspect its results and evidence before a saved rule change.
AI assistanceAI finding explanations
Use AI assistance to investigate eligible findings and hand checks, then verify against the source.
AI assistanceYour team’s AI guidance
Write rule-specific organization guidance, try it on a file, and retain versions, changes, and reasons.
AI assistanceEligible batch AI checks
Run or stop eligible checks, follow progress, and review suggestions before permitted acceptance.
AI assistanceAI provider & model setup
Where enabled, save a key for a supported provider, select an accessible model, and configure an output cap.
AI assistanceAI usage & allocation
Inspect tenant token use, monthly history, configured limits, and operation accounting.
Reporting & accessManagement reporting
Explore project-scoped turnaround, SLA, findings, and signed-review statistics.
Reporting & accessRoles & scoped permissions
Apply administrator, manager, reviewer, validator, project membership, and file-seat permissions.
Reporting & accessTenant scope & ERP entitlements
Keep tenant-scoped data and synchronize configured QC access and AI policy through ERP.
Reporting & accessReview & change history
Retain relevant review actions, overrides, rule versions, guidance edits, and reasons.
Reporting & accessSystem Health
Inspect operational self-checks and recorded service limitations.
