Create appraisal presentation for unit and notify agent
Create appraisal presentation for unit and notify agent
Updated valuation rows leave your worksheet without a formatted appraisal report. The workflow creates and emails the presentation so reports are ready for client review same day.
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Overview
When valuation rows change, negotiators often spend hours assembling branded reports; this eliminates that manual step. It builds the presentation, emails the agent, and logs delivery so clients get polished reports the same day.