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Forward order emails to your Appraisal "Inbox"

Last updated: September 9, 2022

You can forward your AMC, lender & portal order (and quote) emails to order@forward.appraisalinbox.email and Appraisal Inbox will do a little magic and automatically pull in the order - meaning you no longer have to manually enter it! No more copy-paste-tango, email juggling & time-wasting double entry.

Note: There's a few setup requirements and other things to note:

Steps#

Step 1#

The email address which forwards the order must be a user (Team Member) in Appraisal Inbox. That's how we match the order with your account.

Step 2#

If your Client from the order email is already in Appraisal Inbox, their spelling must be exactly the same as in the email or you might end up with duplicates.

Step 3#

Save the original order sender's email as a new "Contact" belonging to your Client with the type of "Orders".

Note: Steps 2 & 3 are optional but if you skip them, you may end up with duplicate Clients & Contacts!

Example Usage#

If orders come from Awesome AMC (orders@awesome-amc.com), add "Awesome AMC" as a Client (if they aren't already) and then add a new Contact belonging to Awesome AMC using that order email address with the type of "Orders".

Bonus#

Assign Appraisers#

You can automatically assign appraisers by "cc"ing them before forwarding the email. Keep in mind that since's this is a "cc" (carbon-copy), the assignees receive a copy of the order email.

Add Notes#

When sending your forward email, anything your write above the order email body before you forward will be added to the appraisal order's Notes tab.

Auto-forward#

If you want automate the process even further, you can set up auto-forwarding rules in your email client to automatically forward order emails to order@forward.appraisalinbox.email