Connected by design
Modern tools for the full appraisal workflow
Explore the live product—from property research and GIS through assignments, report production, access control, and billing handoff.
Comprehensive Property Database
One searchable database for all your comparables — sales, leases, income, and cost data organized by the Property Use Classification System (PUCS), from class to type and subtype. Filter, save, and reuse with ease.
- Sales, lease, income & cost comparables
- Multi-criteria filter builder with saved filter sets
- Photo & document attachments
- Excel and CSV import with duplicate detection
Interactive Mapping & GIS
Visualize your entire database on an interactive map with nationwide parcel boundaries, FEMA flood zones, and Google Street View. Search addresses with autocomplete, explore properties from every angle, and select comparables with full geographic context.
- Property clustering & split-view map + table
- Parcel boundaries with ownership, zoning & land use data
- Google Places autocomplete & embedded Street View
- FEMA flood zone overlays
- Coverage across all 50 states
Microsoft Office Add-in
Stop copying and pasting data into your reports. Our Office Add-in connects directly to your property database, letting you populate Word documents and Excel spreadsheets in seconds.
- Search & select properties from Word/Excel
- Resumable import sessions
- Side-by-side address comparison in match review
- Free conversion of your existing Word report template
Comparable Analysis
Select, analyze, and present comparable properties across sales, leases, income, and cost approaches — including configurable side-by-side subject comparison and branded PDF export.
- Multi-type comp selection
- Co-located comparable grouping
- Map-based comp visualization
- Configurable subject and comparable comparison tables
- Branded PDF export for current or all comparable types
- Adjustment grid support
Workflow & Collaboration
Track every appraisal from initial assignment through final delivery. Assign team members, monitor progress, and collaborate in context with threaded comments and @mentions — with email notifications and direct inbox replies.
- Customizable workflow stages
- Team member assignments with role selection
- @mention teammates on any assignment
- Email notifications with direct reply support
- Deep-link from emails to specific records
Clients, Bidding & Portal
Manage the full client lifecycle from initial inquiry to completed appraisal. Organize contacts, track bids through a configurable pipeline, and give clients a secure portal for requests, status updates, messages, and document exchange.
- Organization & contact records with assignment history
- Kanban board with configurable pipeline stages
- Email-code client portal with optional self-service requests
- Assignment status, secure messages & document uploads
- Review AI-extracted fields before assignment creation
- One-click bid-to-assignment conversion
AI & Automation
Search your database with natural language and use AI to extract property details, fees, and timelines from incoming appraisal requests. Suggested data stays visible and editable throughout the workflow, so appraisers remain in control.
AI-generated, human-reviewed. Every AI contribution is presented for approval before becoming part of the appraisal.
- Natural language search across all entities
- AI extracts property names, fees & timelines for review
- Review and correct extracted data before appraisal use
- Auto-geocodes new properties from email content
- Stores and displays email attachments
- Configurable AI model and trusted sender domains
Access Control & Compliance
Protect sensitive appraisal data with multi-level access controls. Mask financial fields from unauthorized users, hide entire records via database-enforced row security, and share access with specific team members — all with a complete audit trail.
- Three restriction levels: None, Confidential, and Restricted
- Field-level masking hides financials, party names & notes
- Database-enforced row security for highest restriction level
- Explicit user sharing with optional expiration dates
- Full audit trail of every access attempt
File Management & Photo Gallery
Attach photos, documents, and media to any record — then find them instantly. Drag-and-drop uploads, automatic thumbnails, and a built-in preview modal with PDF page navigation and image rotation mean you never have to leave the app to review a file.
- Drag-and-drop upload with automatic thumbnail generation
- 30+ predefined categories (exterior photos, floor plans, deeds, leases, and more)
- Full-screen preview for images, PDFs, and video — with keyboard navigation
- Image rotation and Google Street View capture
- Track photo source (MLS, CoStar, Google Maps, broker materials, etc.)
- Bulk select, delete, and reorder across any attached record
Comprehensive Property Database
One searchable database for all your comparables — sales, leases, income, and cost data organized by the Property Use Classification System (PUCS), from class to type and subtype. Filter, save, and reuse with ease.
- Sales, lease, income & cost comparables
- Multi-criteria filter builder with saved filter sets
- Photo & document attachments
- Excel and CSV import with duplicate detection
Interactive Mapping & GIS
Visualize your entire database on an interactive map with nationwide parcel boundaries, FEMA flood zones, and Google Street View. Search addresses with autocomplete, explore properties from every angle, and select comparables with full geographic context.
- Property clustering & split-view map + table
- Parcel boundaries with ownership, zoning & land use data
- Google Places autocomplete & embedded Street View
- FEMA flood zone overlays
- Coverage across all 50 states
Microsoft Office Add-in
Stop copying and pasting data into your reports. Our Office Add-in connects directly to your property database, letting you populate Word documents and Excel spreadsheets in seconds.
- Search & select properties from Word/Excel
- Resumable import sessions
- Side-by-side address comparison in match review
- Free conversion of your existing Word report template
Comparable Analysis
Select, analyze, and present comparable properties across sales, leases, income, and cost approaches — including configurable side-by-side subject comparison and branded PDF export.
- Multi-type comp selection
- Co-located comparable grouping
- Map-based comp visualization
- Configurable subject and comparable comparison tables
- Branded PDF export for current or all comparable types
- Adjustment grid support
Workflow & Collaboration
Track every appraisal from initial assignment through final delivery. Assign team members, monitor progress, and collaborate in context with threaded comments and @mentions — with email notifications and direct inbox replies.
- Customizable workflow stages
- Team member assignments with role selection
- @mention teammates on any assignment
- Email notifications with direct reply support
- Deep-link from emails to specific records
Clients, Bidding & Portal
Manage the full client lifecycle from initial inquiry to completed appraisal. Organize contacts, track bids through a configurable pipeline, and give clients a secure portal for requests, status updates, messages, and document exchange.
- Organization & contact records with assignment history
- Kanban board with configurable pipeline stages
- Email-code client portal with optional self-service requests
- Assignment status, secure messages & document uploads
- Review AI-extracted fields before assignment creation
- One-click bid-to-assignment conversion
AI & Automation
Search your database with natural language and use AI to extract property details, fees, and timelines from incoming appraisal requests. Suggested data stays visible and editable throughout the workflow, so appraisers remain in control.
AI-generated, human-reviewed. Every AI contribution is presented for approval before becoming part of the appraisal.
- Natural language search across all entities
- AI extracts property names, fees & timelines for review
- Review and correct extracted data before appraisal use
- Auto-geocodes new properties from email content
- Stores and displays email attachments
- Configurable AI model and trusted sender domains
Access Control & Compliance
Protect sensitive appraisal data with multi-level access controls. Mask financial fields from unauthorized users, hide entire records via database-enforced row security, and share access with specific team members — all with a complete audit trail.
- Three restriction levels: None, Confidential, and Restricted
- Field-level masking hides financials, party names & notes
- Database-enforced row security for highest restriction level
- Explicit user sharing with optional expiration dates
- Full audit trail of every access attempt
File Management & Photo Gallery
Attach photos, documents, and media to any record — then find them instantly. Drag-and-drop uploads, automatic thumbnails, and a built-in preview modal with PDF page navigation and image rotation mean you never have to leave the app to review a file.
- Drag-and-drop upload with automatic thumbnail generation
- 30+ predefined categories (exterior photos, floor plans, deeds, leases, and more)
- Full-screen preview for images, PDFs, and video — with keyboard navigation
- Image rotation and Google Street View capture
- Track photo source (MLS, CoStar, Google Maps, broker materials, etc.)
- Bulk select, delete, and reorder across any attached record
Security That Comes Standard
We believe strong security shouldn't be a premium upgrade. SSO, passkeys, and multi-factor authentication are included on every plan because protecting your data is a baseline, not a feature tier.
Single Sign-On
Connect your identity provider — Okta, Azure AD, Google Workspace, and more — with SAML 2.0, OAuth, and JIT user provisioning support.
Multi-Factor Authentication
Add a second layer of protection with authenticator apps (TOTP). Require MFA across your organization for maximum security.
Passkeys
Sign in with biometrics or your device's built-in authenticator. Phishing-resistant, passwordless authentication that just works.
SCIM Provisioning
Automate user and group lifecycle management from your identity provider with SCIM 2.0. Sync users, deactivate access, and map groups to roles without manual admin work.
Role-Based Access
Fine-grained permissions control who sees what. Layer on confidential access restrictions to mask sensitive fields or hide records entirely from unauthorized users.
Audit Trail
Comprehensive audit logs track every change. Know who did what, when, and why — across all records.
And Much More
Additional tools to round out your workflow.
Reusable Comp Sets
Curate, order, reuse, and export saved sets of sales, lease, income/expense, and cost comparables — or copy selected comps directly into an assignment.
Rent Roll Snapshots
Preserve dated unit-mix, occupancy, and rent snapshots on each property so income evidence stays tied to the period analyzed.
Integrations
Keep invoices, contacts, and billing details connected to the accounting tools your team already uses.
QuickBooks Integration
Sync invoices and billing data with QuickBooks for seamless accounting.
Xero Integration
Connect Xero for invoice sync, contact mapping, tenant selection, and accounting handoff.
Ready to See It in Action?
Review pricing and start self-serve onboarding when you are ready.
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