For appraisal engineers: deliver reports to owners and brokers

Engineers see CRM updates that, when delayed, stall renewals and leave brokers uninformed. This flow sends appraisal reports and LOEs to owners and listed brokers, preventing documentation delays.

Overview

Delayed appraisal delivery jeopardizes renewal cycles and leaves brokers out of the loop. This workflow guarantees owners and listed brokers receive appraisal reports and LOEs reliably, creating an auditable delivery trail and cutting down manual follow-ups for engineering and support.

Notable Features

Attach appraisal PDF and LOE
Notify listed brokers and owners
Record delivery status in CRM