Update client valuation record from site form submissions
Update client valuation record from site form submissions
Your valuation form responses lack updated property details, leaving appraisal records incomplete. It updates the central valuation record so coordinators can prepare reports same day.
Overview
When site form responses don't update valuation records, coordinators spend time chasing details and report timelines slip. This flow writes submitted property attributes into the central valuation record and reduces rework, letting coordinators issue reports and invoices same day.