Blog
Aug 13, 2024
Streamline Appraisal Ordering with Connexions Quick View Dashboard
Lenders and AMCs, we know your time is valuable. Every minute you spend hunting down files or tracking order details takes away from analyzing properties and growing your business. That's why we designed our platform with efficiency as a priority, starting with the Quick View Dashboard.
What is the Quick View Dashboard?
Think of it as your command center. As soon as you log in and click the "Dashboard" tab, you'll be presented with an intuitive overview of your most important work items. It provides a real-time look at your appraisal pipeline, prioritizing the information you need to keep your workflow moving smoothly.
Key Areas for Immediate Action
Due Today: This section highlights all appraisal orders with deadlines for the current day, acting as your priority list to ensure on-time delivery and client satisfaction.
Open Pipeline: See a snapshot of all active appraisal orders. Track each order's progress from start to finish and proactively manage client expectations.
Recent Notes: Quickly access the latest notes made on specific orders by you or your team. This ensures critical details are readily available for informed decision-making.
Recent Activities: Stay informed with a summary of recent actions on your orders, such as new assignments, status changes, or completed appraisals. You'll always be up-to-date on the latest developments in your pipeline.
Designed for Efficiency and Simplicity
When it comes to efficiency, we have user-friendly design in mind. You can find all your important tools easily without the complexity that appraisal software usually entails. We prioritize a seamless experience, which translates to saving you valuable time.
Our customers find our tools incredibly helpful. Wolfe Financial shared, “Connexions ensures that no order goes unnoticed, allowing me to effortlessly track the progress of each order.”
We're also known for our exceptional customer support, always ready to guide you and show you how to make the most of our software.
Book a Discovery Call
Take advantage of our platform and see how we can enhance your appraisal management process. Book a discovery call with us today to learn more.