Appraisal CRM

The problem

Every appraisal meant manual work at each step, sending the agreement, chasing the signature, raising the deposit invoice, then the final invoice, and finally delivering the report. It was slow, easy to drop, and tied up the team on admin instead of appraisals.

What we built

We built a CRM automation where the whole deal runs off a single pipeline move. When the deal advances, the agreement goes out to sign, invoices raise themselves on a 50/50 split, and the finished report is delivered automatically the moment payment lands.

• E-signature agreements sent automatically from the pipeline
• 50/50 auto-invoicing, deposit on signature, balance on completion
• Report delivered automatically the moment the invoice is paid
• Deal-to-cash with no chasing or manual follow-up