One platform from intake to report
Free template conversion
Bring your report template. We’ll handle the tagging.
Send us the Word report template your team already uses. We’ll convert it to the Appraise tagging structure for free, preserving your layout and branding so you can start populating reports without rebuilding your deliverable from scratch.
- Your familiar layout and branding preserved
- Subject, comparable, photo, and map tags added
- Delivered ready to use with the Appraise Office Add-in
Capture requests from any channel
Email, a public intake form, manual entry, or a private client portal — every channel feeds the same pipeline so nothing gets re-keyed or lost in a thread.
- AI extracts property details, fees, and timelines from inbound emails
- Public bid form with magic-link or TOTP authentication for new clients
- Staff can create requests manually when intake arrives by phone or referral
- Private portal gives existing clients a self-service submission path
Scope the engagement
Move from intake to a formal bid with scope, fee, and timeline in one proposal. Track every bid through a multi-stage pipeline until it converts to an assignment.
- Kanban board with configurable pipeline stages
- AI-extracted fields displayed on approved bids
- One-click bid-to-assignment conversion
Research and analyze
The assignment workspace connects comparable selection, property enrichment, and map-based analysis. Every team member works from the same data.
- Searchable property database with Property Use Classification System (PUCS) taxonomy
- Multi-type comparable selection (sale, lease, income, cost)
- Map-based analysis with parcel overlays and split-view
- Customizable workflow stages with team assignments
Populate the deliverable
Word and Excel output pulls from the same live data used during research and review. No copy-paste between systems.
- Office Add-in inserts comparable tables directly into templates
- Subject property fields sync from the assignment record
- Value summaries stay connected to live data
Close the loop
Billing ties back to the assignment lifecycle. Generate invoices and sync to QuickBooks or Xero without re-entering engagement details.
- Invoice generation from assignment fee and scope
- QuickBooks and Xero sync keep accounting in one place
- Full audit trail from intake through billing
See the workflow on your own assignments and comparable data.
Start with a guided walkthrough if you want to evaluate the workflow first, or begin self-serve onboarding when you are ready to activate a workspace.