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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.

Create appraisal presentation for unit and notify agent

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.

Create appraisal presentation for unit and notify agent