Documentation

Start with the path that matches what you need to accomplish. Product screens and available actions can vary by organization settings, subscription tier, and your assigned role.

Appraisers

Set up properties, research comparables, manage assignments, and produce reports. Start with the workspace guide.

Administrators

Configure users, access, workflows, integrations, billing, and audit tools. Open admin documentation. Sign-in and admin permission are required.

Clients

Respond to bid requests, submit property details, and provide requested documents. Open the client portal guide.

Developers

Authenticate an integration and work with the published REST surface. Read the API overview or use the signed-in API Explorer.

Common Starting Points

Goal	Guide
Add or import property data	Property Database and Property Imports
Build an appraisal workflow	Assignments & Workflow
Submit or follow a client request	Client Portal
Protect sensitive records	Confidentiality & Sharing
Create and track invoices	Invoices
Set up sign-in security	Account Security
Connect another system	API Overview and Authentication

Screenshots use sample data. Never use a screenshot as the source of truth for permissions, retention, billing, or integration behavior; follow the current controls visible in your workspace and confirm organization policy with an administrator.