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Feature Spotlight: Client Form

ยท One min read

We're excited to introduce our latest feature, Client Form. The Client Form allows your existing (and even new clients) to submit appraisal orders via a unique order link. New order requests flow direcly into your Appraisal Inbox and both you and your client receive an email confirmation of the new order submission.

Your client can then reply to the "order submitted" email and communicate with your team directly without having to log into a separate system. Messages between you and your client are synced to the appraisal's message thread in Appraisal Inbox in real time, keeping a central record of all communications.

The Client Form also allows clients to securely share files with you like engagement letters and other important documents. And your clients can upload additional documents simply by attaching them to the email thread when replying to you, ensuring that all necessary documents are easily accessible and organized.

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