01
Documents & projectsPackage intake
Create an appraisal package and connect it to the right client and project.
The complete appraisal QC workspace Every part of a considered review.
Explore 50 documented capabilities across document intake, extraction, QC checks, AI assistance, review, assignment, and reporting. Find the tools that keep your team’s work connected.
Availability follows supported documents, permissions, and your deployment configuration.
Showing 50 of 50 features
02
Documents & projectsSupported source uploads
Receive supported PDF reports, MISMO XML, and delivery ZIP files.
03
Documents & projectsSupporting documents
Keep engagement letters and supporting files alongside the source delivery.
04
Documents & projectsCombined PDF + XML delivery
Add a report PDF to an XML delivery, or delivery XML to a PDF package, then re-extract.
05
Documents & projectsClient records
Create client records and keep their projects connected.
06
Documents & projectsProject management
Organize projects, managers, members, dates, progress, and archived work.
07
Extraction & evidenceStructured extraction
Bring supported report fields into structured sections for inspection.
08
Extraction & evidenceExtraction status & re-runs
Track processing, completed or failed results, run history, and authorized re-runs.
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Extraction & evidenceSource PDF review
Navigate original report pages and inspect available source locations.
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Extraction & evidenceSection-by-section data
Explore subject, neighborhood, site, improvements, sales comparison, and other available sections.
11
Extraction & evidenceComparable sales grid
Review extracted subject and comparable data together in a grid.
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Extraction & evidenceVisual source evidence
Follow available photos, building sketches, and maps alongside source pages.
13
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.
14
Checks & findingsClear QC result states
Distinguish passes, failures, warnings, manual attention, and unavailable checks.
15
Checks & findingsFinding context & references
Open the rule wording, reason, context, and available source-page references.
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Checks & findingsManual rule verdicts
Authorized reviewers record permitted verdicts, notes, and evidence, or remove a decision.
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Checks & findingsEngagement-letter checks
Inspect configured letter requirements against available report and supporting evidence.
18
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.
19
Review & validationDesk review workspace
Keep the source document, extracted data, QC findings, and checklist in one workspace.
20
Review & validationCheckpoint grading
Record permitted Pass, Pass+, or Fail grades with comments and page references.
21
Review & validationReview-to-validation handoff
Submit review work, return it for changes, resubmit, and carry out independent validation.
22
Review & validationGrade overrides with reasons
Preserve the prior grade and record a reason when an authorized submitted-grade override occurs.
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Review & validationFindings & rebuttals
Track findings marked as sent, recorded appraiser responses, and authorized rebuttal decisions.
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Review & validationEscalation management
Escalate a review and retain the authorized resolution.
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Review & validationSign-off & outcome workflow
Carry the review through licence and independence checks toward a recorded outcome.
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Review & validationReviewer / engine comparison
Compare checkpoint-level human grades with the engine’s configured verdicts.
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Review & validationMobile & tablet review
Grade one checkpoint at a time, add comments and page references, and save with an active connection.
28
Assignments & peopleReview pipeline
See review states, priorities, SLA, and due-date context in the queue.
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Assignments & peopleReviewer & validator seats
Assign separate file seats using eligible candidates.
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Assignments & peoplePersonal assignments
Give each user a view of their assigned files.
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Assignments & peopleWork assignment board
Inspect reviewer lanes and distribute the workload.
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Assignments & peopleCapacity planning
See the upcoming workload and available capacity in the management view.
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Assignments & peopleStaff profiles & licences
Use reviewer skills, availability, licence information, and expiry visibility for assignment.
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Assignments & peopleTeam management
Create and update teams within the permitted scope.
35
Assignments & peopleUser lifecycle
Invite users, support password setup and reset, and activate or deactivate access while retaining history.
36
Rules & checklistsOrganization rule settings
Authorized administrators enable or disable rules, sections, and groups with reasons and history.
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Rules & checklistsProject rule overrides
Configure permitted project-level settings and copy project settings within organization restrictions.
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Rules & checklistsVersioned checklists
Draft, edit, compare, and publish checklist criteria, citations, and evidence requirements.
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Rules & checklistsProject-specific checklists
Apply project checklist labels and settings while retaining versioned review context.
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Rules & checklistsRule Lab
Dry-run a candidate evaluator and inspect its results and evidence before a saved rule change.
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AI assistanceAI finding explanations
Use AI assistance to investigate eligible findings and hand checks, then verify against the source.
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AI assistanceYour team’s AI guidance
Write rule-specific organization guidance, try it on a file, and retain versions, changes, and reasons.
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AI assistanceEligible batch AI checks
Run or stop eligible checks, follow progress, and review suggestions before permitted acceptance.
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AI assistanceAI provider & model setup
Where enabled, save a key for a supported provider, select an accessible model, and configure an output cap.
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AI assistanceAI usage & allocation
Inspect tenant token use, monthly history, configured limits, and operation accounting.
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Reporting & accessManagement reporting
Explore project-scoped turnaround, SLA, findings, and signed-review statistics.
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Reporting & accessRoles & scoped permissions
Apply administrator, manager, reviewer, validator, project membership, and file-seat permissions.
48
Reporting & accessTenant scope & ERP entitlements
Keep tenant-scoped data and synchronize configured QC access and AI policy through ERP.
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Reporting & accessReview & change history
Retain relevant review actions, overrides, rule versions, guidance edits, and reasons.
50
Reporting & accessSystem Health
Inspect operational self-checks and recorded service limitations.
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